Transactions won't download on Mac

bryline85

I updated quicken this morning and it's on the newest version 8.5.1. All my banking institutions are connected with no errors but when I go to download transactions, nothing new comes in. I tried re-adding/refreshing all the connections but still nothing comes through. What am I doing wrong?

Quicken Anja

Hello @bryline85,

Thanks for reaching out! I understand how frustrating it is when everything looks connected but transactions still aren’t coming through.

To help narrow down what’s going on, I have a few questions:

• Are you seeing any sync errors at all (for example, a Cloud Sync/Sync Status error), or is everything appearing error-free?
• Do you have multiple financial institutions connected, or are these all accounts under the same bank?
• When you run an update, does it show a successful connection with no new transactions found, or does it appear to skip downloading altogether?
• Are all accounts affected, or only specific ones?

Looking forward to your reply!

bryline85

Hello.

Not seeing any sync errors.

Multiple financial institutions are affected.

When I run an update, it looks like it's downloading but then the green checkmark pops up and nothing new shows up. All accounts are affected except one.

Quicken Anja

@bryline85 Thanks for following up with additional context!

I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

1. Navigate to the Quicken dropdown menu
2. Sign Out...
3. Sign back in using your Quicken ID (email) and password 
4. Follow the prompts to be taken back to your data file after signing in

Once that is done, see if the issue still persists.

Let us know how it goes!

bryline85

I already tried doing that before I posted and it didn't work unfortunately. I also tried uninstalling and reinstalling the app and that didn't do anything either. The problem started as soon as I installed the new update.

Quicken Anja

@bryline85 Thank you for following up with additional details!

First, could you please provide the name(s) of the financial institution(s) that are affected by this issue?

As for further troubleshooting—Next, I suggest that you please try to reset your cloud sync by following the instructions below. Doing so does not affect your data file or other Cloud Accounts (if applicable). 

1. Navigate to the Quicken dropdown menu (in the Quicken desktop program)
2. Settings... 
3. Mobile, Web & Alerts
4. Use the toggle button on the left to turn Sync OFF 
5. Click Disable Sync
6. Navigate to Connected Services
7. Click Reset (click Reset again on the pop-up box)
8. Once the Reset completes, navigate back to Mobile, Web & Alerts
9. Use the toggle button on the left to turn Sync ON
10. Click Enable Sync

Once that completes, and see if the issue still continues to persist.

Let us know how it goes!