Missing Schwab transactions

KenJ29
KenJ29 Quicken Windows Subscription Member ✭✭
edited November 11 in Download, Add/Update Accounts (Windows)

Using Quicken Classic Premier for Windows R64.30. For some reason one of my Schwab accounts stopped downloading transactions on 4/15/25. I reconnected and transactions from 7/15/25 to present were downloaded. Therefore I am missing the transactions from 4/16/25 to 7/14/25. How do I download these?

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @KenJ29,

    It makes sense that missing several months of Schwab transactions would raise concern—especially when everything had been downloading normally before.

    Automatic downloads in Quicken are limited by the financial institution. Each bank decides how far back they’ll make transactions available for download, and most typically allow the past 30–90 days. That timeframe matches what you’re seeing, with nothing before 7/14/25 coming through.

    You can check whether Schwab offers QFX (Web Connect) downloads, since those often provide access to a broader date range. Please refer to this Help Article with steps on how to do this.

    However, if QFX downloads aren’t available, then the missing transactions between 4/16/25 and 7/14/25 would need to be entered manually to fill the gap.

    Hopefully, this provides some clarity on why that gap occurred and the best next steps to get your register caught up.

    Thank you!

    -Quicken Anja
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