Quicken 2009 transactions missing from brokerage download

Mar 05, 2011 1 Replies

For the second month in a row, the transactions in my brokerage account (Smith Barney) at either the end of the last month or the beginning of the current month are not being downloaded. Since I can't remember which it was last month, let's confine the discussion to this month, where nothing from 3/1 til the present has downloaded. I can see them online but can't force them into Quicken's update process. Is this something in Quicken or something on the brokerage end? Is there a way I can manipulate anything either in Quicken or my system to trip the update to go back and capture the missing transactions? [If I had to guess, the situation was the same last month because I can see a group of transactions for the first of the February that do not have a cleared status. I believe these are the ones I manually had to enter]



FYI other transactions are properly downloaded, but they are bank and charge card.



Thanks



jo


Have you verified that there aren't any issues with the FI's ability to deliver quotes?

If you're sure they don't have any issues, I believe the only way to restore the download is to remove online access, then re-add it. That normally results in a full download of everything that the FI has in it's memory banks (12-18 mos worth).

That's kind of a PITA, but it's worked for me in the past.

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required