BofA transactions download

Torrey

Apparently, BofA is thwarting Quicken users yet again - at least me. I've been a Quicken user since the '90s so not new to downloading. However, I am not able to get any February '26 transactions from BofA. Anyone else?

Quicken Kristina

Hello @Torrey,

Thank you for letting us know you're encountering this issue! Are you seeing any error messages/codes, or are transactions just failing to download?

If there are no error messages, then please follow these steps from our article on missing transactions/transactions not downloading:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked.

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now. Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register. (Note - If there is no reset button, that means you have no active filters.)

5. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

6. Go to Actions (Gear Icon) > Register Columns > Check Downloaded Payee in the account register. This allows you to search by Payee to confirm the transactions haven't been renamed unexpectedly.

7. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

Please let me know how it goes!