Ally Bank updates but doesn't download all transactions

DaisyDoo
DaisyDoo Quicken Windows 2017 Member ✭✭

Have seen other posts for this and just started with me this week so adding to the list of posts so the support team will hopefully get bumped to address it.

OSU connects with no errors and all other accounts download fine but only some of transactions for Ally properly downloaded. Seems to be a date range as transactions from early June to as late as the 24th did not download into my checking register but a transaction for the 25th did download into my savings register. Really weird.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @DaisyDoo,

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    Once that is done, see if the issue still continues to persist.

    Let me know how it goes!

    -Quicken Jasmine

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