Bank Transactions are not all uploading

Mary.Nimon
Mary.Nimon Quicken Windows Subscription Member
edited 8:36AM in Download, Add/Update Accounts (Windows)

Frustrated that my balance is off because not all transactions are being uploaded from my bank. It had been working fine until the end of 2025. Frustrated. :(

Tagged:

Comments

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Member, Moderator mod
    edited 8:35AM

    Hi @Mary.Nimon,

    I’m sorry to hear that you’re experiencing this issue — I understand how frustrating that can be. To help us identify the cause and provide the most accurate solution, could you please share the following details?

    1. The name of the financial institution for the affected account
    2. The type of account
    3. The date of the most recent transaction that successfully downloaded into Quicken
    4. Are you receiving an error message when updating the account?
      Thank you for your assistance — this information will help us investigate more effectively. I'll be waiting for your response.

    Quicken Laura

    Make sure to sign up for the email digest to see a round up of your top posts.

  • DonLandis22
    DonLandis22 Quicken Windows Subscription Member
    edited 9:43AM

    I'm having a similar problem with the updates for all my accounts stopped working since updating to R65.29 in Quicken Classic Premiere.

    All the banks are listing to share with Quicken.

    I'm having to manually enter each transaction now since end of January by logging into each bank and enter the transaction. Last successful update was January 30. In my brokerage Schwab accounts the current stock values are updated to current market price in the holdings tab. That works but the share balance buy and sells are not updated. Have to do that manually.

    The one step update does execute the login to each account and "update Data" and Sync with cloud with no errors. But none of the recent transactions as seen in the banks listing is updated.

Categories