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Having trouble updating transactions

Susan Lowes

Because of an error I made in early 2025, I went back and opened a saved (and reconciled) file from December 2024. Now I need to download my transactions for 2015 so I can reconcile by month. But I cannot update any of my bank or credit card accounts. Curiously, my investment accounts do update with their transactions. What am I doing wrong?

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RalphC

Have you tried simply Resetting your accounts? If that doesn't resolve the issues, try Deactivating and Reactivating the accounts.

Quicken Anja

Hello @Susan Lowes,

Thanks for reaching out. Could you please elaborate a bit more on what’s happening when you try to update your bank and credit card accounts? Specifically:

What exactly occurs when you attempt to update—do you receive an error message, or does nothing happen at all?
Could you let us know which financial institutions these accounts are with?
Are you using Direct Connect, Web Connect, or Express Web Connect to connect these accounts?
Have you recently changed any login credentials or security settings for those accounts?

The more details you can provide, the better we can assist you in identifying and resolving the issue.

Looking forward to your reply!

Susan Lowes

I deactivated and reactivated, made no difference, transactions still no downloading. But I see that the downloads for checking and CC are marked "Express Web Connect" while the ones for my investment accounts (which are syncing) are marked Direct Connect. Could that explain anything?

Susan Lowes

American Express CC just updated so it is just the Chase accounts that are not updating. I have authorized repeatedly. All are Express Web Connect+ (CCs) or Express Web Connect.

[Deleted User]

@Susan Lowes first, I assume that "2015" is a typo and it should be "2025"?

There is something you can try to get your transactions to download from 1/1/2025 to Current:

Make a backup of your data file.
Click on "Tools→Online Center. In the upper right of the window, click on "Options" while holding "Ctrl-Shift".
Select "Troubleshooting", and on the next menu, click on "Refresh Online Transaction Info".
You should then see a small window with some checkboxes. Select the account you need to reset in the dropdown list.
Go down to the fourth checkbox and click on "Reset DSTART" and change the date to 1/1/2025 or the date you need to download transactions from.
Click on "Refresh".
Repeat steps #2 thru #5 for each account you need to download transactions for.
After all the accounts have been reset, download transactions again. Hopefully now all the transactions from 1/1/2025 to current will download.

If you wish, you can try it on one account first to see if this process will work, and then do the rest.

Susan Lowes

I tried it and I am sorry to say that it did not work. These are Chase accounts and I have authorized and re-authorized them. It has downloaded two Chase charges/deposits from yesterday but that's it. Any other ideas? Since it is only two Chase accounts (one checking, one CC), is there another way to do it?

[Deleted User]

@Susan Lowes sorry that didn't work but there might be another way to tackle this.

Download transactions from your online Chase account. Choose the timeframe you need for 2025. When it asks you which account on Quicken the transactions belong to, create a new checking account. Do the same for your credit card account.
Move the transactions you need from each of the "temporary" accounts you created to the "real" accounts.
Delete the "temporary" accounts when the transactions have been moved and the "real" accounts have been reconciled.

Give this a try, the process is pretty straightforward, but please make a backup of your data file before you attempt this process.

[Deleted User]

@Susan Lowes if you decide to try this process and need more details with using the Move transaction, here is some documentation from Quicken Support that might help:

https://www.quicken.com/support/move-transactions-between-quicken-accounts/

Susan Lowes

Looks like the copy and paste approach worked. Thank you for all your help!

[Deleted User]

@Susan Lowes you are welcome. I find that there are many way to fix issues in Quicken and sometimes something that worked in the past, may not work now. The key is finding the right solution for the current situation.