2 Credit Cards AMEX & Bank America, missing download transactions - Anyone else?

dgrotolo
dgrotolo Quicken Windows Subscription Member ✭✭

Have not tried additional credit accounts yet. But last two downloads were incomplete. Middle transactions not downloaded.

Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @dgrotolo,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. How long has this issue been happening? When you say middle transactions not downloaded, could you be more specific? Are these transactions that still show in pending status with the financial institution? Are the missing transactions over 90 days old? Have you checked to make sure the sort order didn't change in the affected account(s) and that no filters are applied (see sample image below)?

    Thank you.

    Quicken Kristina

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  • dgrotolo
    dgrotolo Quicken Windows Subscription Member ✭✭
    This is the first time this has happened. Dates to be downloaded are 2/25-3/28 (close date 3/28)
    2/25-3/2 transactions(6) downloaded
    3/7-3/20 transactions(33) missing
    3/25-3/28 tranactions(7) downloaded
    Express Web Connect
    Sorted by Date ^ Oldest to Newest
    Filters: All Dates/Any Type/All Transactions
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Are these accounts connected by Express Web Connect or Express Web Connect+? You can verify that by going to Tools>Account List, selecting the Edit button next to the account, and selecting the Online Services tab. It will show the connection method on the left hand side.

    Since you're mentioning a specific date range, are you using automatic downloads through Quicken, or are you importing a .QFX file from the financial institutions?

    Thank you.

    Quicken Kristina

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  • dgrotolo
    dgrotolo Quicken Windows Subscription Member ✭✭
    Express Web Connect+
    I am using download through Quicken, not .QFX
  • Mark1104
    Mark1104 Member ✭✭✭✭

    @dgrotolo - suggestion - as a test, set up a brand new *.qdata file, set up the account and download yoru transactions. did all the transactions you state are missing download? if yes, then the problem is not the Bank. if no, the problem is the Bank.

This discussion has been closed.