Bank download issue

chazkov
chazkov Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)

I have an issue with my bank account. The last transactions downloaded are mid Dec 2025. I download activity with my bank account directly from my account on the bank website by downloading a date range into a quicken file. Then select the downloaded file which adds the new transactions.

I have several months of missing transactions. How do I fix it?

Do I need to download the missing date range again?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Quite a bit more info needed in order to help you.

    Which Q product are you running, and what RELEASE of that product? Also, what is your 'Subscription Valid thru …" date? This info is at HELP, About Quicken.

    What type of account, as it's known in both Q and at the bank? Which bank, as known in Q? What's your "Transaction Download" and "Last Download" info? This info is at TOOLS, Account List.

    And why did you switch to what's known as "Web Connect"? Did your bank stop offering Express Web Connect (+) or Direct Connect?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • chazkov
    chazkov Quicken Windows Subscription Member ✭✭

    Running Quicken Classis. Subscription good thru Jan 2027.

    Account is bank account.

    My bank started charging $8.00 each time I did a download thru Quicken. Doing it directly from bank web no charge.

    I had an issue with both my citi and discover credit cards where I could not establish connection to do download. I had to deactivate accounts and then add them back using the original accounts and linked to them.

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