Quicken Classic for Mac - TD Bank Transaction Download [Edited]

Question

Two of three TD Bank personal checking accounts will download properly.  Third checking account will only download previous two months.  I have deleted and added the account but still only get two months of data

Quicken James · Answer

Hello @SDGR

Thank you for your reply.

In my previous post i linked a knowledge base article on how to locate your Quicken data file. If you follow those steps in that article it will take you to your data file and you will be able to see if it is on your computer or in a 3rd party storage service.

When you mention that you have occasionally removed specific accounts and then added them back without any issues, I’d like to clarify the steps you took. Did you completely delete the accounts from Quicken and then add them back as new accounts, or did you simply deactivate the accounts by disconnecting them from the financial institution and then reconnect and link them to the existing accounts in Quicken?

Let me know what happens in the test file after you connect your TD Bank accounts.

I look forward to helping you further with this issue.

SDGR · Answer

* I normally review all expenses through Quicken each month and correct or reclassify some of the expense lines.  I fell behind, so I probably didn't notice this for 2-3 months.  All was ok through July or August.  
* I have deleted specific accounts (including credit cards) from time to time when transactions were missing or didn't sync up properly.  I would then add the account back and all would be ok.  I haven't had to do this for a year or so, until i did it the other day.  I have no idea why these transactions disappeared.  And yes, one day these transactions were just not there.
* No changes t my computer, but maybe i installed a Quicken update… I don't recall
* Im not sure where my Quicken file is stored.  I thought it was stored on my computer.
* I will try what you suggested.  Just not sure why it doesn't impact the other checking account

Quicken James · Answer

Hello @SDGR,

Thank you for your response.

Unfortunately, deleting and re-adding the account will not restore transactions dating back to 2021. When Quicken connects to a financial institution, whether for the first time or after an account has been deleted and reconnected, it typically downloads only the most recent 90 days of transactions.

I have some follow-up questions.

* When did this issue start?
* What was happening before to cause you to try and delete the account and re-add it? * Was the account not downloading transactions?
* Did it one day just show only two months of transactions?

* Was there any changes to your computer or Quicken at the time the issue started?
* Where is your file located? * Is it stored on any 3rd party storage services? (e.g. iCloud or DropBox)* If unsure, this Support Article will help you find your Quicken Data File.

Please do the following troubleshooting steps.

* Create a new data file. * Steps for creating a new data file you can find here.

* Add your TD Bank account in question to the new data file. * Steps for adding an account can be here.

Once the account is added check to see if there are more than two months of transactions. Do transactions show that are more than two months back?

Please let me know how this goes. I look forward to your response.