New transactions not downloading - balance is correct

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fmwaz56
fmwaz56 Member ✭✭

Hello,

I am having issues with transactions not downloading to my account at Great Midwest Bank. Following an account update, the balance is correct but no new transactions are downloaded. The last transactions that were downloaded were from 10 days ago. There should be 8 cleared transactions on the account.

Filter is set for All Dates Any Type All Transactions

I have tried the following.

Reset Account and Deactivated Account and Added Account several times

Logged in and out of On-Line Services

Reset Account and Deactivated Account and Added Account after login

Validated and Super Validated

Reset Account and Deactivated Account and Added Account after Super Validation

I created a new test account and set up the download and it worked correctly and had the latest transactions listed.

Thank you

Comments

  • Quicken Kristina
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    Hello @fmwaz56,

    To better assist you with this issue, could you please clarify if the new test account was creating in the same Quicken file where you were encountering the issue, or if you created an entirely new file, added it in the new file, and it worked?

    If you were able to get it to work in a new file, but not in your main file, then I would recommend that you try seeing if you can add the account to your main file as a new account. Before doing that, please backup your Quicken file. Then, if the problem account is still connected in your main file, please deactivate it. Then, go to Tools>Add Account, follow the prompts, an make sure to add it as a new account rather than link it to the existing account. Once you have done that, check the newly added account to see if it downloads properly there.

    Thank you.

    Quicken Kristina

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  • fmwaz56
    fmwaz56 Member ✭✭
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    I added it as a new account in my existing file as suggested. It did download the transactions into this new account. Unfortunately, the download was only for the past 27 days.

  • Quicken Kristina
    Quicken Kristina Moderator mod
    edited October 2023
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    Thank you for your reply,

    It sounds like there's an issue with the original account in your main file. Since the validate/super validate didn't correct the issue and the one you added as new works, there are a couple things you can try.

    You can try restoring a backup from before the issue started and see if the account downloads properly in that backup. If restoring a backup doesn't resolve the issue or isn't a viable option, then the other option would be to transfer the data from the problem account to the newly added one that works, and then use that newly added account going forward. To do that, follow the directions below:

    First, Backup your Quicken file.

    Next, move the history from the problem account into the new one. This FAQ provides information on moving transactions from one account to another within the same Quicken file:

    Once you move the transactions to the new account (be careful not to duplicate the more recent transactions), then you can delete the old account or mark it as separate (so that it won't throw off your net worth or reflect in reports).

    I hope this helps!

    Quicken Kristina

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  • fmwaz56
    fmwaz56 Member ✭✭
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    Thank you

  • Quicken Kristina
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    You're welcome.

    Please feel free to reach back out if you have any other questions or concerns.

    Quicken Kristina

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This discussion has been closed.