Why are some transactions missed when updating from my bank account?
adpears
Member ✭
When I update from my bank account some transactions do not update. I then have to manually insert the transaction and then it cannot be reconciled as there is no matching downloaded transaction. Why are some transactions missed and why can a manual input not be reconciled?
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Best Answer
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Chris_QPW
Member ✭✭✭✭
How often do you update?
Is it possible that the transactions are lost because they have dropped off of how far back the financial institution might got back, like 90 days or maybe even 30 days?
For a problem other than not updating very often I would say the only way to get to the bottom of it would be to work with Quicken support and get them to collect your logs and hopefully escalate the problem to people that can look at it.
Contact Quicken Support
(I'm using the latest Quicken subscription version)5
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Answers
For instance a person that pays a toll fee going and returning from work, which would have the same payee and amount.
Also for the record what financial institution is this is?
And what is the connection method? (you can find this by looking at the top of the account register or by Ctrl+a and then look at the Transaction Download column)
It will will be either Web Connect, Express Web Connect, or Direct Connect (actually for Canadian Windows I don't think there are any financial institutions that support this one)
Is it possible that the transactions are lost because they have dropped off of how far back the financial institution might got back, like 90 days or maybe even 30 days?
For a problem other than not updating very often I would say the only way to get to the bottom of it would be to work with Quicken support and get them to collect your logs and hopefully escalate the problem to people that can look at it.
Contact Quicken Support