Quicken not downloading transaction since March

BBLB
BBLB Quicken Windows Subscription Member
edited August 2023 in Download, Add/Update Accounts (Windows)

Quicken contact Schwab, says that it updates information and that there are no new transactions and the holdings are updated as of 3/30/23 - the only problem is it is now July. I tried going back to an earlier back-up, but it makes no difference. All other accounts work just fine.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @BBLB,

    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. To further assist, we do need more information. Do you download Schwab accounts from just one User ID into Quicken, or do you download from more than one User ID? When you update your accounts, do you do everything all at once through One Step Update, or do you do one at a time by going to the action gear at the upper right corner of the register and selecting update now?

    image.png

    Do you have Cloud Sync enabled? You can check by going to Edit>Preferences>Mobile & Web.

    Mobile and Web sample.png

    If you have cloud sync on, do you also perform the cloud sync while running One Step Update (it would be a checkbox on the One Step Update settings screen)?

    Thank you.

    Quicken Kristina

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