Web Connect from AMEX Delta to Quicken MISSING TXs

camcleo

Every month after my AMEX Gold credit card closing I log into my web account using a Firefox browser and use WEB Connect to download a file to Quicken (release 64.30) on Windows 11. This time there were 48 TXs but only 23 loaded into Quicken. 25 did not. There are 2 cards with different numbers - one being the owner. The only pattern is that the first 20 from one card did not download and the first 5 from the second card also did not. Also the downloaded filetype is not QFX but OFX which is strange. I called AMEX twice and they pointed to Quicken. I tried a download into a CSV file and all the TXs were there. I did a deactivate/activate process on the account but that did not help. Repeated attempts at a download just yielded 0 updates.

I would really appreciate some help!

Thank you

Quicken Kristina

Hello @camcleo,

Thank you for sharing your experience. If you are downloading the file directly from American Express' website and it is the wrong file type, then that is a problem happening on their end.

You mentioned that you already spoke to American Express twice and they pointed to Quicken. Could you provide more detail? Did they specify what they think the problem is?

It is odd that only some of the transactions are successfully importing into Quicken. Have you tried opening the file to verify that it contains all 48 transactions? If it does contain all 48, but for some reason is not importing them all into Quicken, it may be because Quicken thinks those transactions are already in the register. To bypass that issue, you can backup your Quicken file, deactivate the problem account, then import the file again, and choose to add as a new account. That should force Quicken to import all the transactions. Then, you would copy/paste the transactions into the correct account and delete the new account.

I look forward to your response!