How can I set Quicken so that it updates ALL my cleared transactions?

Kris10GHKris10GH Member
edited January 27 in
When I update with my bank, Quicken does not include ALL the cleared items. For example, on 6/29 I checked my  bank account online and saw that several items cleared on 6/28, but Quicken does not show them after the update. Those cleared items won't show up until 6/30. My older version of Quicken did not lag a day behind. Is there a setting for a date preference or something else I can do to make my updates be truly up-to-date?

Comments

  • GeoffGGeoffG SuperUser ✭✭✭✭✭
    edited January 27
    This is not a Quicken issue, it is the way FI process their transactions and make available for download.  There is always a lag over a weekend as FI do not post transactions on Sat or Sun and depending on when purchases were made (after 5 PM).  Pending transaction will never be downloaded.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 1903
  • Kris10GHKris10GH Member
    edited July 2016
    GeoffG said:

    This is not a Quicken issue, it is the way FI process their transactions and make available for download.  There is always a lag over a weekend as FI do not post transactions on Sat or Sun and depending on when purchases were made (after 5 PM).  Pending transaction will never be downloaded.

    I am not talking about pending transactions.  Cleared transactions are always a day behind in Quicken--not just on Mondays.
  • GeoffGGeoffG SuperUser ✭✭✭✭✭
    edited December 2016
    GeoffG said:

    This is not a Quicken issue, it is the way FI process their transactions and make available for download.  There is always a lag over a weekend as FI do not post transactions on Sat or Sun and depending on when purchases were made (after 5 PM).  Pending transaction will never be downloaded.

    You need to review the time set for Quicken to update with your FI.  My bank lists posted transactions at 6:00AM that do not update until 8:00AM.  There seems to be some delay with the Intuit servers that I did not experience with my previously acquired bank.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 1903
  • Kris10GHKris10GH Member
    edited July 2016
    GeoffG said:

    This is not a Quicken issue, it is the way FI process their transactions and make available for download.  There is always a lag over a weekend as FI do not post transactions on Sat or Sun and depending on when purchases were made (after 5 PM).  Pending transaction will never be downloaded.

    How do I review the time set for Quicken to update? Is that something I can reset? If so, how?
  • GeoffGGeoffG SuperUser ✭✭✭✭✭
    edited December 2016
    GeoffG said:

    This is not a Quicken issue, it is the way FI process their transactions and make available for download.  There is always a lag over a weekend as FI do not post transactions on Sat or Sun and depending on when purchases were made (after 5 PM).  Pending transaction will never be downloaded.

    My answer is assuming you are using scheduled updates.  If you are using update now at different times during the day and still can't update all transactions, I don't have an answer.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 1903
  • Howard RoarkHoward Roark Member ✭✭✭✭
    edited October 2018
    Any account that is downloaded using Express Web Connect can have the transactions delayed as much as 24 hours.
  • TJTJ Member ✭✭✭
    edited November 2016

    Any account that is downloaded using Express Web Connect can have the transactions delayed as much as 24 hours.

    I had the same problem. Then when I put in the to-from date of the transactions I wanted, I'd always include tomorrows date, not todays as the ending date. This fixed my problem
Sign In or Register to comment.