Clearing transactions from my bank
Best Answer
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"I guess I'll have to try Quicken support, but I'll probably get the same suggestions"
No, if they find that the problem is on the bank's end - a change not communicated - then they can ask their aggregator (Intuit) to fix the script that actually goes to FSB to collect your informtion.
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Answers
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Do you have the Account set up to automatically accept downloads into the Account's register? (Check the Online Services tab in the Account Details window.)
If so, change that Automatic Entry to "Off" so that transactions first appear in the Downloaded Transactions window below the register and see if the manual entries of checks show up as a "Match" such that accepting them will put the "c" in the Clr column. I seem to remember Automatic entry sometimes affecting this.
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Thanks for the response, Tom. I tried setting the automatic entry to off. Closed Quicken and restarted. It still did not pick up my transaction that cleared the bank.0
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So I take it that the transactions ARE appearing in the Downloaded Transactions window, but Quicken isn't recognizing them as a Match? Can you right-click a downloaded transaction and manually connect it to the correct transaction in the register?
If you were expecting that previously downloaded transactions that didn't have the "c" in the Clr column would become cleared by this process, I really wouldn't expect that to work. The matching and the clearing happen on a download by download basis.
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No, the transactions are NOT downloading. That seems to be the priblem.0
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Oh, it's a "downloading" problem, not a "clearing" problem. I was working under the assumption that downloads were occurring but not being matched. But the real problem is that transactions initiated by the bank are being downloaded to Quicken, but transactions that you initiate - deposits and checks, presumably - aren't being downloaded?
Did downloading use to work properly, but at some point stopped working properly? Have you tried Resetting the Account? Have you tried deactivating and re-activating the Account? (Backup first.)
This bank uses the EWC downloading method and that method does seem to be pretty error prone. As I understand the situation, banks that use EWC are supposed to alert Quicken (the company) if they make changes to their system on their end that might affect downloading, but sometimes they don't do that. But if downloading used to work properly and now it doesn't, it sounds like something did change on their end of the pipeline.
This, ultimately, might require that you get in touch with Official Quicken Support here to get this fixed properly.
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Thanks again, Tom. I have had this problem for a while. I've tried all of those things suggested. I guess I'll have to try Quicken support, but I'll probably get the same suggestions. ☹️ I may try your suggestions again and see if anything changes. Thank you for your time.0
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"I guess I'll have to try Quicken support, but I'll probably get the same suggestions"
No, if they find that the problem is on the bank's end - a change not communicated - then they can ask their aggregator (Intuit) to fix the script that actually goes to FSB to collect your informtion.
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Tom,
I reset the account, and this time it downloaded my transactions. Some were a match and some I had to match manually. Now I'll see if things are back to normal after I set up my next round of payments. Thank you again for your help. Jay0 -
I'm happy you got this working, but it just doesn't make sense to me why the downloads were so "selective" before. As I understand it the aggregator is supposed to go "fetch" transactions, which presumably are all sitting more or less in the same place in the Financial Institution's computer system, and deposit them into Quicken. Very odd.
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I agree. We'll see if it continues to work.0