My investment and bank accounts not downloading

sloggo6
sloggo6 Quicken Windows Subscription Member
in Download, Add/Update Accounts (Windows)

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @sloggo6,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @NotACPA's questions?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

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