New transactions don't appear in checking account register

jimsteiner1252

I have been using Quicken for Windows since the mid-1990's. We have bank accounts and Fidelity accounts that are equally old and therefore, have several thousand transactions in them. One checking account quit showing new transactions after August 1. If I search on the Payee, the transaction is in the database, but when I view the register they do not show. The balance in the register is correct - the transaction credits or debits as it should but it is not visible.

Quicken Anja

Hello @jimsteiner1252,

Thank you for reporting this issue. Missing transactions 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 Fidelity 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:

• Go to Edit > Preferences > Downloaded Transactions and ensure Automatically add to banking registers is unchecked.

• Use the Actions Gear Icon in the register and select Update Now to refresh online account information.

• Check that the Sort Order is by Date and click Reset to remove filters.
• Refresh your login session via Help > Refresh Sign In, then try One Step Update again.

• Verify that downloaded transactions aren’t hidden by checking Tools > Account List > Show Hidden Accounts.

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

Thank you!