I'm Missing Some Transactions or New Transactions Did Not Download From My Bank (Quicken for Mac)

Overview

Have you downloaded transactions and noticed there are some transactions on the bank's website that are missing in Quicken?

Let's break down the different causes for this situation and ways to fix it! 

Is this the first time this has happened?

If this is the first time this has happened, or has only happened once, one of the scenarios below is likely the cause:  

1. Has the sort order been changed in your account register? Confirm that the Sort Order in your account register is by Date. If it is not, click on the top of the Date column in your account register. Your missing transactions could be in your register, just not where you thought they would be. 

2. Do you have any filters set? Click the Clear Filters button to the right of the account register’s filter dropdowns. This will confirm that there is no filtering in your account register.  
3. Are your missing transactions over 90 days old? Transaction download is typically limited to the last 90 to 200 days, depending on the financial institution. If you need transaction history that was not included in your initial download, you have the option to import transactions using Web Connect. For more information on Web Connect, click here. 
4. Are these transactions still marked as “pending” on your bank’s website? Even though the pending transaction is authorized and displayed on your bank’s website, most banks will not allow transactional history to be downloaded unless the transactions are cleared.  
5. Are you using Web Connect? Some banks will only allow you to download transaction history to Quicken after the statement close date of that account. This means that you will not see any new transactions until the statement closes.  
6. 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.  
7. Have you deleted transactions recently? You may have deleted the transaction in error. Downloaded transactions cannot be redownloaded and would have to be added manually.  
8. Was the transaction moved from one account register to another? Click on All Transactions above the account list. If you find the transaction(s) that you are looking for are in another account, click and drag the missing transaction(s) to the correct account in the account list.  
9. Did you restore an older backup file after downloading transactions? Opening an older backup file will only show transactions updated to the last time that backup file was accessed, which may have been before those missing transactions were downloaded. If you believe this to be the case, update your account on your backup file.  

If this issue occurs frequently 

Be sure to follow these steps in order:  

1. In the affected account, click the Settings icon in the bottom right corner of the screen. Go to the Downloads tab and, under Transaction Downloads, confirm Download all available transactions is enabled.

2. Refresh your online account information by clicking on the Update Icon, located on the upper left-hand side of Quicken. Follow any on-screen instructions to complete the account update.  
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. 

4. Click the Clear Filters button to the right of the account register’s filter dropdowns. This will confirm that there is no filtering in your account register.  
5. Click Columns in the bottom right of the register, then check the Statement Payee box. This will allow you to search for the downloaded Payee name to confirm that a transaction was not renamed unexpectedly.   
6. Go to Accounts > Hide and Show Accounts…. You can confirm if missing transactions have been downloaded into a hidden account by unchecking the Hide In Lists box next to the account that is marked as hidden.  

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. 

Direct Connect accounts: Please note, only the financial institution can create any necessary escalation to their online banking support team to resolve missing transactions. We do not have the access to the bank's servers needed to determine why certain transactions are not being presented.

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