Missing Some Transactions When Downloading From Bank

What does this article cover?

When you download transactions from your financial institution, some or most of your cleared transactions come through, but not all.  You can see transactions on your financial institutions web site, but they are not observed in Quicken. This behavior occurs over multiple downloads, for different transactions each download, and is not a "one-time event."

Note: Quicken will not download Pending transactions not yet posted by your financial institution. Some financial institutions will transmit future-dated online bill payments when you use their bill pay service. This is determined by the financial institution. For more information on this, please contact your financial institutions Online Banking support.  

What are the typical reasons transactions for missing transactions?

• Incorrectly Matched the downloaded transaction to another transaction in the register. This is common with repeating Payments made to the same Payee for the same amount.
• Deleted the Accepted transaction from the account register.
• Deleted the Downloaded Transaction from the Compare to Register view.
• Moved the transaction from one account register to another.
• Expecting to find the transaction in one account, when it truly belonged to another (ex: looking in the Checking account for a Savings account transaction).
• Accepted the downloaded transaction(s), then restored an older backup.

These are one time events and can not be resolved by product updates or Quicken Support.  You will need to enter the missing transactions manually. 

If you are missing transactions older than 90 days you must enter them manually.

First, understand how your bank creates your transactions.

Next, check for Quicken product updates.

Do the following steps in order

Check your Quicken Preferences.

Check your register Sort Order and filtering.

Verify transaction names.

Check your Account List.

Reset your account Starting Date for downloaded transactions.

Reset or deactivate and then reactivate your account.

What do I do if the above steps did not work?