Successfully reconnected Discover, but no transactions are downloading

System
System Member admin
edited 2:40PM in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Linking Discover Bank Account after Capital One Merger

.

Tagged:

Comments

  • RyanF
    RyanF Quicken Windows Subscription Member

    I'm in the same boat. Have several bank accounts with Discover. They weren't updating so I tried to reset the connection. When I tried to connect, the only option it gave was Discover Card—says it successfully connected, but my bank accounts haven't downloaded any transactions since January.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @RyanF,

    Thank you for letting us know you're encountering this issue. To clarify, are you seeing any error messages/codes, or are transactions just failing to download?

    If there are no error messages/codes, then please follow these troubleshooting steps from our article on missing transactions/transactions not downloading:

    Be sure to follow these steps in order:

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

    WinDateSortGif_support

    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, try 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.

    WinShowHiddenAccounts_support

    If you need further assistance

    If the issue isn't resolved and this is not a one-time event, please reach out to Quicken Support.

    I hope this helps!

    Quicken Kristina

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

Categories