Red flag indicating downloaded transactions, but none are visible

hzaleznak

What if I redo the update? Automatic entry has always been off. This only occurs on accounts with Fidelity; no other institutions show this behavior.

[Edited - Readability]

Quicken Carlos

Hi @hzaleznak,

Thank you for sharing the details of your issue. If you haven't done this yet, I recommend following the steps outlined in our Support Article about when Quicken says there are transactions to accept, but you don't see any:

First, turn automatic entry on

• Press Ctrl+A on your keyboard to open the Account List, then click Edit next to the affected account.
• In the Account Details window, select the Online Services tab, then click Automatic entry is.

• Select Yes on the next dialog box and click OK. Automatic entry should now show as On.
• Click OK to close the Account Details window, then click Done on the Account List.
• Close Quicken, wait a few seconds, then reopen it. The transactions should appear when Quicken is reopened.

If multiple accounts are affected, you can enable this setting for all accounts by going to Edit > Preferences > Downloaded transactions and checking Automatically add to banking registers.

Then, check the account register and Online Center

Quicken will show you downloaded transactions in multiple locations. The following information shows you how to check for downloaded transactions in the account register and Online Center.

• Open the account register and select Downloaded Transactions at the bottom of the register.
  • If there are transactions listed, accept them into the register.
  • If there are no transactions listed, proceed with the next step.
• Choose the Tools menu > Online Center.
• Select the appropriate financial institution and account.

• Select Transactions.
  • If transactions are listed, click Compare to Register and accept the transactions. Note: Compare to Register will display online payments on the initial screen. After accepting your online payments, click Continue, Next or Done to see the rest of your downloaded transactions.

• If no transactions are listed or Compare to Register does not allow you to accept the transactions, proceed to the next section.

Lastly, correct potential data issues

If you know when the issue began, the best option may be to restore a backup created before the issue started.

If you don't have a backup to restore, Quicken has a built-in Validate and Repair utility that can correct many data issues. Please note that it does not correct all issues. Before proceeding, make sure to create a backup of your Quicken file.

1. Go to File > Copy or Backup File.
2. Select Create a copy or template, then click Next.
3. Accept the default settings and click Save Copy.
4. Open the new copy when prompted.
5. Go to File > Validate and Repair File.
6. Select the new copy you created and click OK.

Depending on the size of your data file, the validation process may take some time. Please do not use Task Manager to close Quicken while the process is running.

Once the validation is complete, you will need to reactivate your accounts for transaction downloads in the new file copy:

1. Go to Tools > Add Account.
2. Select the financial institution for the affected account(s). If prompted, select the connection method.
3. Enter your credentials and click Connect.
4. When the list of located accounts appears, select LINK next to each account you want to reactivate.
5. Click Next, then Done on the final prompt.
6. After all accounts have been reactivated, repeat the Check the account register and Online Center steps above.

Please let me know how it goes.