Auto Update Misses Transactions?

Posted by R. Fry on October 24, 2008, 1:05 pm

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>> I first use Quicken One-step Update (OSU). I don't know if it uses

>> Express Web Connect or something else.

> Easy enough to determine: open the account to the Overview tab (or

> button), click the "Change Online Services" button in the Account

> Attributes pane. If Quicken says you're "Connected via Direct Connect",

> you're NOT using Express Web Connect.

Thanks. That tells me that all of my OSU connections use
Express Web Connect.

> Please clarify if you are talking about an all-or-nothing difference.

> When transactions are "missing", is it ALL transactions that you could

> download using plain Web Connect? Or were some transactions successfully

> downloaded using One Step Update, and others had to be retrieved using Web

> Connect?

So far, and only sometimes, when I use OSU it downloads NO transactions --
but says it was successful. Other times OSU works as expected and downloads
the transactions into the lower part of the Qkn account window for
acceptance.

Some of those times when OSU failed to find bank transactions I expected
should be there, I used Firefox to connect to my bank website and check my
account; it shows one or more transactions available for download, which I
then download manually into Qkn.

>> Then shortly after trying Qkn OSU I find that I can access those

>> missed transactions by directly logging into the bank's website and

>> manually loading them into Quicken.

>> I'm trying to find out if this is normal behavior for Qkn 2007 (and

>> later).

> It's normal behavior for all versions of Quicken that offer Express Web

> Connect to only get new Express Web Connect transactions once every 24

> hours. Plain Web Connect transactions, on the other hand, are available

> the minute the fi puts them on their web site (if they are not "pended"

> transactions).

> If you're using Express Web Connect, you can fairly easily determine if it

> is the built in delay that is creating your problem. Next time you find

> there are transactions at your fi's web site that did not download, do NOT

> try to download them immediately by initiating the download from the fi's

> web site. Wait 24 hours and try another One Step Update to see if that

> picks up those transactions.

I'll do that, and thanks for your comments. Sounds as if this is the
answer.

RF

Posted by Richard Fry on October 26, 2008, 7:02 pm

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"R. Fry" wrote

>> If you're using Express Web Connect, you can fairly easily determine if

>> it is the built in delay that is creating your problem. Next time you

>> find there are transactions at your fi's web site that did not download,

>> do NOT try to download them immediately by initiating the download from

>> the fi's web site. Wait 24 hours and try another One Step Update to see

>> if that picks up those transactions.

> I'll do that, and thanks for your comments. Sounds as if this is the

> answer.

> RF

__________

(Later) Well, sort of, I guess.

Quicken Deluxe 2007 (R5) One-Step Update did not download the transactions I
saw on two of my bank accounts with recent transactions when using a direct
Web Connect to the bank websites with Firefox 3.0.3 until at least 36 hours
had passed since I first saw them via that direct connection to those
accounts.

Does this meet the "norm," or could this mean that there might be some kind
of problem with the Quicken program or the Quicken servers?

RF

Posted by John Pollard on October 26, 2008, 8:43 pm

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Richard Fry wrote:

> "R. Fry" wrote

>>> If you're using Express Web Connect, you can fairly easily

>>> determine if it is the built in delay that is creating your

>>> problem. Next time you find there are transactions at your

>>> fi's

>>> web site that did not download, do NOT try to download them

>>> immediately by initiating the download from the fi's web

>>> site. Wait

>>> 24 hours and try another One Step Update to see if that

>>> picks up

>>> those transactions.

>> I'll do that, and thanks for your comments. Sounds as if

>> this is the

>> answer.

>> RF

> __________

> (Later) Well, sort of, I guess.

> Quicken Deluxe 2007 (R5) One-Step Update did not download the

> transactions I saw on two of my bank accounts with recent

> transactions when using a direct Web Connect to the bank

> websites

> with Firefox 3.0.3 until at least 36 hours had passed since I

> first

> saw them via that direct connection to those accounts.

> Does this meet the "norm," or could this mean that there might

> be

> some kind of problem with the Quicken program or the Quicken

> servers?

I note that Bob Wang has said that Express Web Connect sometimes
takes several days to provide transactions that have been posted
to his account. If you are certain that does not pertain to you
then you'll have to use plain Web Connect to download.

But if you are actually usingI "Direct Connect" and Direct
Connect does not (appear to) download "some" of your
transactions, you'll have to engage in more investigation to
determine whether the problem lies with Quicken or your
financial institution. [If Direct Connect does not appear to
download ANY of your transactions, you have a different problem
... and I have no help for you.]

You can view what was included in your download, by going to:

Help > Product and Customer Support > OFXlog

There you can view the OFX transactions that were downloaded,
and you can determine whether the specific transactions you
believe are missing, were actuallly part of the download.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

Posted by R. Fry on October 27, 2008, 7:14 am

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> I note that Bob Wang has said that Express Web Connect sometimes takes

> several days to provide transactions that have been posted to his account.

> If you are certain that does not pertain to you then you'll have to use

> plain Web Connect to download.

Yes, it pertains, as all my OSU institutions connect via Express Web
Connect. So it appears that these delays are normal for this process.

Intuit would do better by their customers if they allowed OSU using Express
Web Connect to refresh the data available from financial institutions at
least every 12 hours.

Thanks for your comments.

Posted by vcardx on October 27, 2008, 10:32 am

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I know that my (Canadian) banks do not download anything of the current day.
New transactions are only available for download after nightly processing.
Could something similar be the cause of your 36-hour delay?

:> I note that Bob Wang has said that Express Web Connect sometimes takes
: > several days to provide transactions that have been posted to his
account.
: > If you are certain that does not pertain to you then you'll have to use
: > plain Web Connect to download.
:
: Yes, it pertains, as all my OSU institutions connect via Express Web
: Connect. So it appears that these delays are normal for this process.
:
: Intuit would do better by their customers if they allowed OSU using
Express
: Web Connect to refresh the data available from financial institutions at
: least every 12 hours.
:
: Thanks for your comments.
:
: