Unable to download banking transactions into my register.

farone7178 · August 22

I have been unable to download banking transactions for the past three to four weeks. I have gone through all the steps myself and with Quicken Support to no avail. Quicken Support told me the problem is not with my bank and they will have to have the issue investigated, but have not heard from anyone.

Is anyone in the Community have this issue and have you resolved it?

splasher · August 22

I'm sure you realize there are a LOT of financial institutions that Quicken connects to, so for anyone to be able to help you with your issue, you need to say which financial institutions you are having trouble.

UKR · August 23

In case of transaction download problems

Please provide more details.
• What edition level (Starter Edition, Deluxe, etc.), year/version and release of Quicken (R xx.xx or R x.x.x) are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release. You must be on the latest release (patch) level for your supported Quicken Subscription version. If you're missing patches, update your software first.
• US, Canadian or other international version of Quicken?
• Is your subscription still active? Or is it expired?
• What version of Windows or Mac OS are you using?
• What error codes, error messages, symptoms do you get?
• What bank(s) are you having issues with?
• What account types (checking, savings, etc.) are you having issues with?
• How frequently do you download using One Step Update or "Update Now"?
• Does this problem occur when you run One Step Update (Mac: update all accounts) from your desktop/laptop or when you initiate a download using the Quicken Mobile App or Quicken on the Web?
• What have you tried so far to resolve the issue?

farone7178 · September 2

How do you reply to an answer to your question of problem?

UKR · September 2

https://community.quicken.com/discussion/comment/20507414#Comment_20507414

You just did. Just type into the Leave a Comment box.
If you want to refer to someone's specific answer and include a reference to same, you can scroll up to that answer and click the "Quote" button.

farone7178 · September 2

https://community.quicken.com/discussion/comment/20505856#Comment_20505856

I'm using the Classic Edition R63.21 and I should be on the latest release as I perform all updates as notified.

U, S.

Subscription is active until March 2026.

Windows 10

I don't get any error codes or error messages when I perform a one step update. I get a message that 5 accounts were updated and zero transactions, but there should be transactions as my accounts haven't been updated in Quicken in about a month.

The Bank is OceanFirst Bank for checking, savings, and home equity.

I usually update every day or two.

The problem occurs when running One Step Update or Update Now.

To resolve the issue, I deactivated my accounts and went through the steps to add the accounts back and update; used the Chat Bot; and spoke with a Support Tech, all to no avail. The Support Tech said to reach out to the Community and she was going to put in a ticket for someone in Support to review.

I