Auto update missed about two months of transactions, can I download those specific dates thru Q?

mrbandy
mrbandy Quicken Windows Subscription Member
edited October 2023 in Download, Add/Update Accounts (Windows)

I was out of town and didn't update Quicken for 3 months. When I finally updated through auto update, my Citizens Bank account (main checking) only updated from the end of July, leaving two months of transactions undownloaded (but Quicken THINKS it downloaded them). Can I override the auto function and download specific dates?

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What makes you think that Quicken thinks it downloaded the full 3 months? Have you tried closing and then reopening Quicken to see if the missing transactions appear?

    There are 78 financial institutions with names that start with "Citizens Bank." Many of them allow for the Web Connect method of downloading and you might see if your Citizens Bank allows that. I believe that in some instances you can specify dates.

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    See this FAQ:

    https://community.quicken.com/discussion/7160091/faq-download-old-transactions

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

This discussion has been closed.

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