Frustrated by Quicken and how hard it is to find solutions to problems

R2power

I have had an issue with transactions not being downloaded to Quicken from 2 of my credit cards, and while the new transactions are now showing up, there is nearly a month's worth of activity that is not showing up. The only reason I pay for this is the download capability, as I could use a spreadsheet to do everything else related to budgeting once I am willing to enter every transaction. I tried to get support for this in November when it first occurred and was told that I would get an email when the problem was resolved. Since I have never received an email from Quicken except to tell me that they renewed my subscription, I was skeptical, and in fact, I have not received an email.

The cards are a Fidelity Visa and a Chase Visa and the gap runs from mid October through early November. Transactions seem to be posting correctly from around 11/7 forward. I use Windows 11. I've reported the issue with a screenshot as well. The one response I received told me that this was a known problem and while I know that Fidelity has a known issue for many of their products, I cannot find that the credit cards are mentioned in the entries on the support pages related to that.

Wading through this support section is mind numbing and I do not have the time or the patience to provide such self service when I am paying for this service. If there is a fast solution to this problem short of manually entering the missing transactions or re establishing the account and deleting the hundreds of duplicate transactions, I'm all ears. Since I need to change the category on what I think is about 30% of the transactions, I really don't want to have to do that for a whole year's worth of entries again.

Quicken Alyssa

Hello @R2power,

Thank you for sharing a detailed account of your experience with this, though I am sorry you have not yet found a resolution.

I reviewed the ticket for your last interaction with support. What is documented there matches what you are describing here, and it is considered Missing Transactions. Please review the linked article that covers this scenario.

You have two options:

1. Visit the financial institution's website and see if they offer QFX files. This would allow you to use Web Connect to fill in the gap of missing transactions for these accounts. You would download the missing timeframe and import it into Quicken.
   1. Note: You would need to disconnect the accounts before importing into them. Make sure to only import the date range that is missing, so as not to cause duplicates.
2. Manually enter the missing transactions.

If this is not an isolated event, and it happens again, then you should contact Quicken Support directly so they can gather more information from you and process an escalation if needed.

Hope this helps!