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Overview
When you downloadtransactions from your bank, you may see transactions on their website that aren't in Quicken.
If this is the first time this has happened
Review this list of reasons; if the issue has only happened once, one of the situations below is the likely cause:
- Has the sortorder been changed in the register?Confirm that theSort Orderin your account is byDate;justclickthe top of theDatecolumn in your account register. It's possible the transactions are in your register, but not where you thought they should be.
- Click theResetbutton at the top of the register, to confirm that there's no filtering in your account register.
- Are these missing transactions over 90 days old? Most banks have a limit (usually 90 days) on transaction download. If you need transaction history older than whatthe download contains, many banks will make this available on their website via Web Connect. To use Web Connect, you canfind information here, or contact your bank.
- Are these transactions still marked as "pending" on your bank's website? Pending transactions have been authorized by your bank but not clearedand paid from your account yet. Most banks don't allow transactions to download until the transaction clears the bank.
- Are you using Web Connect (logging in to your bank's website to manually download transactions into Quicken)? Some banks only allow downloads to Quicken after the statement closing date, meaning that you won't see new transactions in Quicken until the statement closes. If you can't select a date range when you try to download from your bank, it means that you're only able to download new transactions after the statement closing date.
- Was the missing transaction incorrectly matched to another transaction in the register? This is common with repeating payments made to the same payee for the same amount.
- Have any transactions been deleted recently?Transactions won't download again after being deleted. If a transaction was deleted in error, you can re-enter it manually (if there's a large group of deleted transactions, it may also be easier to restore a backup).
- Was the transaction moved from one account register to another? Click on All Transactions in your account bar and search for the missing transaction. If you find the transactions in an incorrect account, you can move the transactions to the correct account: just select the transaction(s), right-click, and select Move transaction(s). Select the correct accountand clickOK.
- Was an older backup restored after you acceptedthe downloaded transaction(s)?The backup filewill restore account information up to the date it was created, which may be before the missing transactions were downloaded.
If this issue occurs frequently
Follow these steps in order:
- Go toEdit > Preferences > Downloaded Transactions. The option Automatically add to banking registersneeds to be unchecked.
- Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and selectUpdate Now.Follow the on-screen instructions to complete the update.
- Confirm that the Sort Orderin 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 should be.
- Click theResetbutton at the top of the register, to confirm that there's no filtering in your account register.
- 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.
- Go to Tools > Account List and checkShow 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.
If you need further assistance
If the issue isn't resolved and this is not a one-time event, pleaseContact Quicken Support.
Last updated: 02/10/2023 Article ID: GEN82973
