Missing downloaded transactions Jan 31 - Feb 4 multiple institutions

kdescoteaux
kdescoteaux Quicken Windows Subscription Member
edited 4:56PM in Download, Add/Update Accounts (Windows)

During the time period 1/31-2/4 I have missing transactions from:
Avidia Bank, Bank of America, Capital One, and Citibank

There is just a hole in the transaction records, because I have transactions from after that time period for these accounts, and my online balances (in Quicken) appear to be correct.

I saw at least one announcement for missing transactions for a different institution, but since this appears to be affecting multiple institutions I would have expected to see something..

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @kdescoteaux,

    Thank you for letting us know you're seeing this issue. To troubleshoot this gap in transactions, please follow these steps from our article on missing transactions:

    Be sure to follow these steps in order:

    1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked.

    2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now. Follow the on-screen instructions to complete the update.

    RegisterActionGear_support

    3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

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    4. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

    5. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

    6. Go to Actions (Gear Icon) > Register Columns > Check Downloaded Payee in the account register. This allows you to search by Payee to confirm the transactions haven't been renamed unexpectedly.

    7. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

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    Please let me know how it goes!

    Quicken Kristina

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