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Help with Transaction downloads

aw.ross

I'm using Quicken 9.0.3, on a Mac 26.5.1. I'm having issues with all of my bank downloads, Wells Fargo, Alpine Bank, Discover Bank, Bank of America and United Chase credit card. All of my transactions are downloading as Uncategorized since the beginning of May. Maybe that's when I updated my Mac operating system, or last upgrade of Quicken, I have no way of knowing. Please help.

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Quicken Alyssa

Hello @aw.ross,

Thank you for reporting the issue you are seeing.

To better assist you, could you please provide the following details?

Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?
- Please provide the exact file path as shown in the example below.

Have you attempted any troubleshooting steps so far? If so, what were they?
Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?

Your answers will help us diagnose the issue more effectively.

Looking forward to your response!

jacobs

@aw.ross This problem is supposedly resolved in the newly-released Quicken 9.1.0.

aw.ross

I've tried some troubleshooting from Google- nothing worked. I have No VPN, No Malware, or antivirus software. Here is the path - I have no idea how it got here: Pathway - Hard drive >MacHD-users>-Angelaross>library(original). >mobile documents.>.com-apple-cloudDocs.>Desktop2.>Angela's quicken

Can I get an easier path? this seems so convoluted. thanks!

aw.ross

I'll update and see if this helps - Every transaction from May 1-June 30 in all of my accounts are uncategorized. Assuming this fix helps the problem - is there a way to fix the downloaded transactions without categorizing every single one? Thanks.