Quicken Can I Download Transactions Again

Overview

When you download transactions from your banking concern, yous may see transactions on their website that aren't in Quicken.

Instructions

If this is the commencement fourth dimension this has happened

Review this list of reasons; if the issue has only happened once, 1 of the situations below is the likely crusade:

1. Has the sort order been changed in the register?Confirm that theSort Social club in your business relationship is byDate;justclick the top of theDate column in your business relationship register.  It's possible the transactions are in your annals, simply not where you thought they should be.
   
2. Click theResetbutton at the superlative of the register, to ostend that there'due south no filtering in your account register.
3. Are these missing transactions over 90 days old?  Most banks take a limit (usually 90 days) on transaction download.  If y'all need transaction history older than what the download contains, many banks will make this available on their website via Web Connect.  To utilize Web Connect, you lot can observe information here, or contact your banking company.
4. Are these transactions yet marked as "awaiting" on your depository financial institution's website?  Pending transactions have been authorized by your bank but non cleared and paid from your account withal. Most banks don't let transactions to download until the transaction clears the bank.
5. Are you using Web Connect (logging in to your banking company's website to manually download transactions into Quicken)? Some banks simply allow downloads to Quicken later on the statement endmost date, meaning that y'all won't meet new transactions in Quicken until the statement closes.  If you tin't select a engagement range when yous try to download from your depository financial institution, it means that y'all're merely able to download new transactions later the statement closing date.
6. Was the missing transaction incorrectly matched to another transaction in the register?  This is mutual with repeating payments made to the aforementioned payee for the same amount.
7. Take any transactions been deleted recently?Transactions won't download again later on being deleted.  If a transaction was deleted in fault, you can re-enter information technology manually (if there's a large group of deleted transactions, it may also exist easier to restore a backup).
8. Was the transaction moved from one business relationship register to another? Click on All Transactions in your business relationship bar and search for the missing transaction.  If y'all find the transactions in an incorrect business relationship, you can move the transactions to the correct account: merely select the transaction(s), right-click, and select Motility transaction(due south).  Select the right business relationship and clickOK.
9. Was an older fill-in restored later you accepted the downloaded transaction(s)?The backup file will restore account information up to the appointment it was created, which may be earlier the missing transactions were downloaded.

If this issue occurs oft

Follow these steps in order:

1. Become toEdit > Preferences > Downloaded Transactions.  The option Automatically add to banking registers needs to be unchecked.
2. Refresh your online business relationship information by clicking the Actions Gear Icon on the upper right of the register, and selectUpdate At present.Follow the on-screen instructions to consummate the update.
   
3. Confirm that the Sort Order in your business relationship 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 should be.
   
4. Click theResetbutton at the top of the annals, to confirm that there's no filtering in your account register.
5. Get to Actions (Gear Icon) > Register Columns > Check Downloaded Payee in the account register.  This allows y'all to search by Payee to confirm the transactions haven't been renamed unexpectedly.
6. Go to Tools > Business relationship List and checkShow Hidden Accounts at the bottom left.  Ostend the missing transactions haven't been added to a hidden business relationship past clicking on the name of whatever account that appears with a check marking in the Subconscious column.

If the steps above didn't piece of work

If the issue isn't resolved and this is not a sometime event, please Contact Quicken Support.​

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Source: https://www.quicken.com/support/missing-some-transactions-when-downloading-bank

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