Bank Transactions are not all uploading

Mary.Nimon
Mary.Nimon Quicken Windows Subscription Member
edited 8:36AM in Download, Add/Update Accounts (Windows)

Frustrated that my balance is off because not all transactions are being uploaded from my bank. It had been working fine until the end of 2025. Frustrated. :(

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  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Member, Moderator mod
    edited 8:35AM

    Hi @Mary.Nimon,

    I’m sorry to hear that you’re experiencing this issue — I understand how frustrating that can be. To help us identify the cause and provide the most accurate solution, could you please share the following details?

    1. The name of the financial institution for the affected account
    2. The type of account
    3. The date of the most recent transaction that successfully downloaded into Quicken
    4. Are you receiving an error message when updating the account?
      Thank you for your assistance — this information will help us investigate more effectively. I'll be waiting for your response.

    Quicken Laura

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  • DonLandis22
    DonLandis22 Quicken Windows Subscription Member
    edited 9:43AM

    I'm having a similar problem with the updates for all my accounts stopped working since updating to R65.29 in Quicken Classic Premiere.

    All the banks are listing to share with Quicken.

    I'm having to manually enter each transaction now since end of January by logging into each bank and enter the transaction. Last successful update was January 30. In my brokerage Schwab accounts the current stock values are updated to current market price in the holdings tab. That works but the share balance buy and sells are not updated. Have to do that manually.

    The one step update does execute the login to each account and "update Data" and Sync with cloud with no errors. But none of the recent transactions as seen in the banks listing is updated.

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Member, Moderator mod

    Hi @DonLandis22,

    Thank you for providing these additional details. I’m sorry for the ongoing trouble. It looks like your accounts may need to be fully reset to correct the connection issues. To help resolve this, I recommend deactivating and then reactivating your accounts by following the steps below.

    1. Deactivate accounts
    For each related account:

    1. Select Tools > Account List
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Select Edit on each account with this error and Deactivate them on the Online Services tab
    4. When finished, close the Account List.
      2. Reactivate accounts
    5. Select Tools > Add Account
    6. Complete the flow of re-adding the deactivated accounts to Quicken, using your bank login credentials and answering any security questions.
    7. When you reach the screen listing the accounts discovered at the financial institution, use the Action drop-downs to re-link your accounts:
      • For accounts you want to re-link, select Link to existing account and choose the corresponding account to re-link with.
      • Select Add to Quicken for new accounts you didn't previously track in Quicken.
      • For accounts you don't want to link or add, select Don't add to Quicken.
      • Since this issue is affecting multiple users, your logs will help our teams pinpoint the cause.
        You can submit them by going to: Help → Report a Problem 
    Report problem QW.png

    We’ll keep an eye out for your update and the log submission so we can assist you further.

    (CTP-16114)

    Quicken Laura

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