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Etrade bank downloads broken

Joseph K

Since late September, Etrade has not downloaded transactions for any of my bank accounts. Investment accounts still work.

Doing more investigation, I found the QFX file that Quicken downloads to be missing some information. If I fix the file to include the following fields, I am able to import the transactions:

<ACCTTYPE>CHECKING
<BALAMT>0.00

Etrade is clearly not producing these fields for the file, either with the account update or manual import. But also, Quicken is failing to process them if these fields are missing.

[Edited - Readability]

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Online Banking

File Import

Accounts

One Step Update

Missing Transactions

Comments

Quicken Carlos

Hi @Joseph K,

Thank you for reaching out to the Quicken Community and bringing this to our attention. For the missing transactions, I recommend following the troubleshooting steps outlined in our support article.

Be sure to follow these steps in order:

Go to Edit > Preferences > Downloaded Transactions and make sure Automatically add to banking registers is unchecked.
Refresh your online account information by clicking the Actions (gear icon) in the upper-right corner of the account register and selecting Update Now. Follow the on-screen instructions to complete the update.
Confirm that the account register is sorted by date by clicking the Date column heading.
If applicable, click the Reset button at the top of the register to clear any filters that might be hiding transactions.
Try refreshing your sign-in session by going to Help > Refresh Sign in. Once you've completed the sign-in process, run One Step Update again.
Go to Actions (gear icon) > Register Columns and enable Downloaded Payee. This will allow you to check whether the missing transactions were downloaded under unexpected or renamed payee descriptions.
Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Review any hidden accounts to see whether the missing transactions may have been downloaded into a different account.

If the transactions are still missing after completing these steps, could you please clarify a few things?

Which types of accounts are affected: checking, savings, credit cards, or investment accounts?
How old are the missing transactions? Are transactions older than 90 days missing, or are more recent transactions affected as well?
What types of transactions are missing? For example, are they limited to interest deposits, or are income and expense transactions missing too?
What is the status of these transactions on your financial institution's website? Are they still pending, or have they already posted?

Regarding the missing fields in the QFX file, if your financial institution is not including the necessary information in the file it provides, this is an issue that can only be addressed by your financial institution, as they are the ones providing the file.

I also recommend reviewing our support article on Web Connect (QFX) troubleshooting for additional guidance.

I look forward to your reply!