Transaction downloads not working with Pentagon Federal Credit Union
I tried to download my transactions from PenFed this morning and it's not working. I have accounts with other banks that are working fine.
Answers
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Hello @SuzyT75,
Thank you for reporting the issues you are experiencing.
You posted in a Mac category, but it appears you use Quicken for Windows. I moved your post to a Windows category. If this was an error, please let me know.
After checking your internal connections, I am not seeing any errors, which is good news.
It sounds like you are experiencing missing transactions.
If this is the first time this has happened
Review this list of reasons; if the issue has only happened once, one of the scenarios below is the likely cause:
1. Has the sort order been changed in the register? Confirm that the Sort Order in your account register is by Date; just click the top of the Date column in your account register. It's likely the transactions are in your register, just not where you thought they'd be.
2. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.
Please open the support article linked above and go through the remaining steps.
Let us know how it goes!
Quicken Alyssa
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I am not missing transactions, it simply does not download any transactions.
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Thank you for following up.
I apologize for the confusion. To clarify, with the transactions not being present, they would be considered "missing".
Please follow the steps outlined in my previous post:
Let us know how it goes!
Quicken Alyssa
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The transactions are not in the register nor are they in the download section. Along with this, there is no icon in front of my "checking" account in the sidebar or any of my accounts with PenFed. For my accounts with other banks, they indicate if there is a transaction with a green dot. For example, my transactions with Capital One bank are downloading, so I assume this is a problem specific to Pentagon Federal CU and Quicken.
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If I go into reconcile, it says the last account balance it can reconcile to is 3/31/2026. So something happened in April.
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Thank you for sharing these additional details.
The next step would now be reaching out to Quicken Support directly. They can take a closer look at this and process an escalation if needed.
Let us know how it goes!
Quicken Alyssa
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