I'm Missing Some Transactions or New Transactions Did Not Download From My Bank (Quicken for Mac) (2024)

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I'm Missing Some Transactions or New Transactions Did Not Download From My Bank (Quicken for Mac) (2024)

FAQs

Why is Quicken not showing new transactions? ›

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.

Why are some of my transactions not showing up? ›

Pending transactions have been authorized by your bank but not cleared and paid from your account yet. Most banks don't allow transactions to download until the transaction clears the bank.

Why are some of my bank transactions missing on QuickBooks? ›

Check the connection between your bank and QuickBooks

If the connection between your online bank and QuickBooks expires, QuickBooks won't be able to bring in bank transactions until you reconfirm your consent. This means that any transactions that happened during the disconnection period may have been lost.

Why is Quicken skipping transactions? ›

The missing transaction hasn't cleared your bank yet

Sometimes it takes a few days between when you initiate a transaction and when it clears your bank. It won't download into Quicken until it clears. If your missing transaction is one that is dated recently, it might not have cleared your bank yet.

How do I refresh bank data in Quicken? ›

Select the financial institution you want to update from the Financial Institution drop-down menu. While pressing CTRL+F3 on your keyboard, click Contact info at the top of the screen. You must do all three at the same time. Select the financial institution you want to update, and click Refresh.

How do I set up Quicken to download transactions? ›

Activate an account to download transactions
  1. Choose Tools menu > Account List.
  2. Click the Edit button next to the account you want to activate.
  3. In the Account Details dialog, click the Online Services tab.
  4. Click the Set up now button for the online service you want to activate.

Why did my bank transaction disappear? ›

Sometimes pending transactions may disappear from your transaction history and the amount is returned to your available balance. This means the transaction has expired and at this stage has not been processed by the merchant.

Why is a bank transfer not showing? ›

The receiving bank is still processing the money

But some banks are slower than others — they might take up to 1 working day for them to release the money. So your money's safely on its way, but the recipient bank is still processing it. Your recipient can ask their bank to speed this up.

How far back can Quicken download transactions? ›

Your FI or bank controls how far back you can download. Most only go back 90 days. The rest you will have to enter manually. You might get a greater range of transactions if you go to your financial institution's website and download a different range of dates in a Web Connect .

What are 3 reasons a previously entered transaction may not be found in the bank feed? ›

What are 3 reasons a previously entered transaction may not be found in the bank feed? The transaction was previously matched to another downloaded transaction. The transaction was recorded using a different bank or credit card account. The transaction was reconciled.

Why are my bank transactions not updating in QuickBooks? ›

For most banks, QuickBooks downloads the latest available transactions every night around 10 PM. Some may take a little longer. If downloads seem stuck, refresh your feed to download new transactions: Go to Bookkeeping, select Transactions, then select Bank transactions (Take me there).

How do I manually add missing bank transactions in QuickBooks? ›

Here's how to manually add transactions to an account.
  1. Step 1: Open an account. Go to Transactions and select Chart of accounts (Take me there). Find the account you want to review. ...
  2. Step 2: Add a transaction to the account. At the very top of the list, select the Add journal entry, Add deposit or Add cheque ▼ dropdown.
Jan 23, 2024

Can you use Quicken on a Mac? ›

Quicken Classic: Business & Personal for Mac | Quicken. New product alert — Now available for Mac users!

Does Quicken automatically download transactions? ›

Instead of entering each transaction manually, you can set up your accounts for automatic download directly into Quicken. To set up your online accounts, see Setting up accounts.

How do I find hidden transactions in Quicken? ›

Show any hidden transactions
  1. Open the investment transaction list preferences window.
  2. In the right pane, select Show hidden transactions.
  3. Click OK to save your changes.

How often does Quicken update transactions? ›

Your accounts will automatically refresh when you sign into Quicken Simplifi, however, Quicken Simplifi will only connect with your bank for new transactional and balance data once every 4-6 hours.

How do I sync Quicken transactions? ›

Within your desktop software, click the Mobile & Web tab. Click Sync Now. If prompted, enter your password. Depending on how you've set things up, this may either be your Password Vault password, or your Quicken ID password.

Where did my Quicken data go? ›

By default, Quicken places your data file in the following location on your computer: My Documents > Quicken. (Quicken will create the Quicken folder automatically if it's not already there.)

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