Transaction downloads not working

Marc Stergionis
Marc Stergionis Member ✭✭
edited November 9 in Download, Add/Update Accounts (Mac)

Using Quicken Classic Premier 7.9.1 (Build 709.54540.100), macOS15.0.1. Opened Quicken yesterday and it would not download accounts. Very flaky. I have 5 Schwab accounts and none downloaded. Then I reauthorized (Quicken sent me to Schwab site to do that) and still didn't work. Then I tried downloading one account at a time and it still asked me to reauthorize each account.

Doing that, some accounts downloaded and some didn't. The ones that did download did not display a blue bullet to show it has not been reviewed. The most important account, checking, simply refused to download even after reauthorizing. Also a brokerage account did that.

There is a blue field on top of the checking account that says "Is your Transactions tab disabled? If it is, change to Detailed Tracking in Account Settings"

I don't know where the Transactions tab is!! Very frustrating since last checking download was April so I have lots of busy work to do!

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Comments

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    The Transactions tab and "Detailed Tracking" refer to an investment account. They don't exist in a checking account. Can you make sure your checking account is set up in Quicken Mac as Type=Checking? It sounds like it's set up as Type=Brokerage or another type of investment account.

    Quicken Mac Subscription • Quicken user since 1993
  • Marc Stergionis
    Marc Stergionis Member ✭✭

    Oh wait just noticed that checking account might have been in some kind of a search mode because it had am extra row of items up top and a button for clear filters. When I cleared filters, the downloaded transactions all showed. Still have a brokerage account that is not showing or downloading transactions though, although the other Schwab investment account did. Thanks

  • Marc Stergionis
    Marc Stergionis Member ✭✭

    OK, so actually I do have an investment account that isn't downloading transactions. A different investment account from the same company IS downloading transactions. So where is the Transactions tab to let me fix "There is a blue field on top of the checking account that says "Is your 

    Transactions  tab disabled? If it is, change to Detailed Tracking in Account Settings"

This discussion has been closed.

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