After reauthorizing my American Express card account per the instructions from Quicken, I download transactions. An entire month was skipped. Is there a fix for this?
Thanks
Hello @HarryRosenthal,
Thank you for reaching out to the Community and telling us about your issue. I'm sorry to hear you're running into this problem. If you haven't done so already, you would want to click on the Date column in the register for that account, just in case the issue is being caused by the sort order. Its also a good idea to verify you don't have any filters on that would keep you from being able to see that month (filters are at the top of the register, just above the column headers).
If those don't resolve the issue, the next thing to consider is how long ago the missing transactions happened. Was the skipped month over 90 days in the past? Many financial institutions don't make history further than 90 days in the past available for automatic download.
Have any transactions been deleted recently or moved to a different account? If so, that could block them from redownloading since Quicken would see that they had already been downloaded. If the transactions from that month are all very similar to previous transactions (eg: recurring transactions that are generally identical except for the date), its also possible they could have incorrectly matched to other transactions already in the register.
Thank you.
Kristina,
Thank you for your quick response. Unfortunately none of the above suggestions apply. The same thing happened when the authorization method for (I think) Bank of America credit cards was changed. Once the new authorization method was established, roughly a month of transactions was skipped in the download. Apparently it had something to do with the date of last download stored by the bank - in any event, Quicken posted a fix shortly thereafter which solved the problem. FYI I have two American Express card accounts and both did the exact same thing, so it was not an isolated situation.
I could go through a tedious process of dowloading an import file from American Express with only the missing transactions, but if a fix is going to be posted I don't want to do that and possibly double up on those transactions.
Is anyone else having this issue, or is it just me?
Thanks again for your help.
Thank you for your reply,
If it does have to do with an incorrect date of last download, then the following process may help:
@HarryRosenthal - If @Quicken Kristina 's latest suggestion does not work for you, you might want to try using the Web Connect (manual downloading and importing of transactions from your online account). To do this:
Not all financial institutions offer the Web Connect option but the FIDIR (Financial Institutions Directory) list shows that Amex does so it would be worth a try to see if this can fill that 1 month gap in transactions.