Credit card transactions are no longer downloading from Bank of America and Citibank

Ron_Brown_2

I'm currently running Quicken Classic Ver R67.10 / Build 27.1.67.10. Since May 12th, credit card transactions are no longer downloading from either my Bank of America or Citibank accounts. I am not receiving a CC-505 error.

I've tried resetting the accounts and also deactivating / reactivating the accounts. Upon reactivation, Quicken shows a "successful" link and states transactions were downloaded for the last 20 days; however, no information is posted in the Register, Downloaded Transactions, or Pending areas.

There has been only one difference between the reactivations: Citibank recognized the existing account in Quicken and defaulted to linking to that account. Bank of America did not and wanted to Add an Account vs. linking to the existing account.

What else should I try? I don't want to lose the history on the Bank of America account.

Quicken Anja

Hello @Ron_Brown_2,

Thank you for reporting this issue. Missing transactions—especially when no error code appears—can happen for a few different reasons. Below are some things to check which you can also review in more detail in this support article.

First, for a one-time occurrence:

1. Sort order or filters: Make sure your account register is sorted by Date (click the top of the Date column) and click Reset at the top of the register to clear any filters.
2. Pending transactions: Check your bank website—transactions that are still pending may not download until they clear.
3. Download window: Some banks only allow downloads for the last 90–200 days. Older transactions may need to be manually downloaded via Web Connect.
4. Matching or renamed transactions: Sometimes downloaded transactions match incorrectly to existing entries and don’t appear as new.
5. Deleted or moved transactions: If a transaction was deleted or moved to another account, it will not download again automatically.

If this happens frequently:

1. Go to Edit > Preferences > Downloaded Transactions and ensure Automatically add to banking registers is unchecked.
2. Use the Actions Gear Icon in the register and select Update Now to refresh online account information.
3. Check that the Sort Order is by Date and click Reset to remove filters.
4. Refresh your login session via Help > Refresh Sign In, then try One Step Update again.
5. Verify that downloaded transactions aren’t hidden by checking Tools > Account List > Show Hidden Accounts.
6. If using Direct Connect, please note that only the bank can escalate any data delivery issues, as the download comes directly from their servers.

If none of these steps resolve the issue, please reach out to Quicken Support for further assistance.

Thank you!