Why do i have 3 months of missing transactions in download?

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camgregg
camgregg Member ✭
edited February 2022 in Errors and Troubleshooting (Mac)
I can download the transactions to cvs and qfx. The cvs will open but the qfx will not download on quicken. This is an isolated 3 months in the middle of a year that is missing. i have tried one month at a time but no luck.
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Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
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    First of all, QMac does not import CSV files (with the small exception of specially formatted Mint.com file).  

    As for importing the QFX file, how are you going about it? What messages or actions happen when you try? Note that the bank must support QFX import. It is rare for a bank to support direct download but not QFX import. But if you name the bank, I can check on that.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • camgregg
    camgregg Member ✭
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    WEBCONNECT and then drag and drop these missing three months just as a last resort. All info is downloaded since 2019 by WEBCONNECT except the missing three months. Message pops up 432 transactions downloaded but they are not there.
  • RickO
    RickO SuperUser, Mac Beta Beta
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    There's currently an open issue on this: https://community.quicken.com/discussion/7905187/ongoing-01-18-22-qfx-web-connect-files-not-importing

    There is a workaround that may help you. It's a bit labor intensive. But since this appears to be a one-time issue for you, maybe worth it:
    1. Create a new (temporary) Quicken file (menu File > New), Start From Scratch
    2. Select Don't Use Quicken Mobile or Web, then NEXT
    3. In Add An Account, select your bank, click the OPTIONS button and choose Web Connect
    4. Drag your QFX file to the "drop here" box
    5. Select the correct account type and give it a unique name, then Continue, then Finish
    6. Hopefully your transactions imported successfully. If so, continue with the next steps
    7. Optional: Move the file to the Desktop for easy deletion when you're done with it (menu File > Move To)
    8. Export the File to QXF (menu File > Export > Quicken Transfer File (note this is QXF, not QFX), making note of the location to which it's saved
    9. Switch back to your regular file (menu File > Open Recent)
    10. Make a backup of your file in case anything gets messed up (menu File > Save a Backup)
    11. Import the file you created in step 8 (menu File > Import > Quicken Windows File). Note: not "Bank or Brokerage File"
    12. Close the Setup Download window and dismiss the warning
    13. You now have a new account in your file containing the transactions from the bank's QFX file.
    14. Select all of those transactions and drag and drop them to the actual account in the sidebar.
    15. Delete the now-empty uniquely named temporary account.
    16. Your regular file's account should now be complete with the missing transactions.
    17. Delete the temporary Quicken file from the Desktop
    18. Optional: Click menu File > Open Recent > Clear Menu to clear out the now-deleted temporary file's name from this menu.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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