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Missing Transactions! Multiple accounts. Updates through Sept, but none for October!

Ctparsons

Subject: Schwab transactions not downloading despite successful One Step Update — multiple accounts affected

I'm using Quicken Classic for Windows with 10 Charles Schwab accounts connected through Express Web Connect.

For several weeks, October 2026 transactions have not been downloading into multiple Schwab investment accounts as well as my Ally Bank accounts.

One Step Update reports that all 10 Schwab accounts updated successfully and that 22 transactions were downloaded. However, the missing transactions do not appear in the account registers.

For example, one Schwab IRA has numerous transactions on Schwab's website through October 27, but Quicken's register stops at September 30. Schwab shows 800 shares of a Treasury ETF, while Quicken shows only 250.

I've already tried resetting the account connection, running One Step Update repeatedly, and reviewing the connection logs. No errors appear, but the transactions are still missing.

I've submitted a problem report to Quicken.

Has anyone experienced this recently, particularly in October 2026? Is there a known Schwab or Ally banking synchronization issue?

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Comments

Sceptic

@Ctparsons it sounds like you've already worked through many of the standard troubleshooting steps and have also submitted a Problem Report.

Since the issue is affecting multiple Schwab investment accounts as well as Ally Bank accounts, and One Step Update is reporting successful downloads without errors while transactions remain missing from the registers, it would be helpful to know whether other users are seeing similar behavior.

Have you run Validate & Repair to check for any data integrity issues in the file?

Also, while submitting a Problem Report is useful because it provides Quicken with logs and diagnostic data, it does not create a support case or guarantee a response. Given the extent of the issue and the potential impact on account holdings and balances, I would consider contacting Quicken Support directly so they can review the problem in real time and determine whether there is a known download issue or whether additional troubleshooting is needed.

mshiggins

I believe the standard fix for accounts that show no connection errors, but stop downloading transactions, is to deactivate all accounts for that financial institution, then use Add Account process to reconnect the accounts. Be sure to link to the correct existing account rather than adding new accounts.

Ctparsons

Update. It appears that almost all of my accounts are impacted - banking, credit cards, investments. I tried Validate & Repair - no change. I tried deactivating an account and adding back - no change. Tried deleting Quicken, restart Windows and reinstall. Wouldn't reinstall because it thought I had an older Windows operating system (not true - I have the most recent). Tried reinstalling an older version of Quicken that I still had (2024) and it seems to be working - running one step update and I am seeing October data coming in. Afraid to update Quicken at this point, but at least I have my data coming in now.

Quicken Carlos

Hi @Ctparsons,

Thank you for sharing the details of the missing transactions and the troubleshooting steps you've already tried.

At this time, we don't have a known issue with Schwab or Ally Bank that matches what you're describing. Since you're experiencing missing transactions across multiple accounts, I suggest following these additional steps outlined in our support article.

If you haven't already done so, please try the following in the latest version:

Confirm the transactions have posted. Check your financial institutions' websites to verify that the missing transactions are no longer pending.
Check the account registers. Confirm that the registers are sorted by date by clicking the Date column header. If available, click the Reset button at the top of the register to clear any filters.
Refresh your sign-in session. Go to Help > Refresh Sign in. Once you've completed the sign-in process, run One Step Update again.

If the transactions are still missing after following these steps, since this is unexpected behavior and the issue was resolved by reverting to an older version of Quicken, I recommend contacting Quicken Support for further assistance. They can guide you through additional troubleshooting steps in real time or escalate the case if necessary.

Phone support is available Monday through Friday, from 5:00 AM PT to 5:00 PM PT.

I hope this helps!