My investment and bank accounts not downloading

sloggo6
sloggo6 Quicken Windows Subscription Member

Accounts for Schwab, UBS, Chase, Citi all are not downloading transactions and updating online balances.

Quicken Classic Premier Windows 11

I'm not getting error messages, but I'm not getting transactions either

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    When you do HELP, About Quicken … what shows as your BUILD and your "Subscription Valid thru" date?

    When you do TOOLS, Account List … what shows in the "Transaction Download" and "Financial Institution" columns for each of those accounts?

    Also, the banks and stock markets are closed today for MLK Day. So that could be the reason for no download. Have you gone online to each and seen if there is anything to download?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP