CD data no longer imports from Wells Fargo. Savings, checking work fine.

TimberTop

Quicken Classic, Version 47.3.2 (Build 703.50456.100) macOS14.1.2 Wells Fargo Bank.

TimberTop

Connection Type is "Direct Connect"

Quicken Kristina

Hello @TimberTop,

To troubleshoot this issue, I recommend you start by checking to make sure no filters are active and click the Date column (just in case the transactions are there, but hidden by a filter or by the sort order).

Have you checked the financial institution website to verify that the transactions you're not yet seeing in Quicken are showing as posted?

Are any of the missing transactions over 90 days old? Is there any chance the missing transactions are being incorrectly matched to existing transactions in the register (this can sometimes happen if enough of the transaction information is identical)?

Have any transactions in that account recently been deleted from Quicken, or moved to a different account in Quicken?

Thank you!