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Q2004: How to troubleshoot when transactions not downloaded?

 

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Subject Author Date
Q2004: How to troubleshoot when transactions not downloaded? mccrew 03-04-2007
Posted by mccrew on March 4, 2007, 11:39 pm
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I am using Quicken 2004, and am using the online features to download
transactions from multiple financial institutions. (At least until
they cut us off here in another month, grrrrr.)

Downloads from financial institution A work normally.

In the same session, available transactions from financial institution
B do not download. There are no errors displayed in the Online Update
Summary screen, only the dreaded "No transactions to review." This
has been the case since 1/31/2007, making me wonder if something on
the server side expired at the end of January.

Is there any troubleshooting techniques that can be done on the client
side to rule in or rule out client problems? Are there log files that
I can look at?

Any pointers appreciated,
S. McCrew


Posted by John Pollard on March 5, 2007, 11:05 am
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mccrew@gmail.com wrote:
> I am using Quicken 2004, and am using the online features
> to download transactions from multiple financial
> institutions. (At least until they cut us off here in
> another month, grrrrr.)
>
> Downloads from financial institution A work normally.
>
> In the same session, available transactions from
> financial institution B do not download. There are no
> errors displayed in the Online Update Summary screen,
> only the dreaded "No transactions to review."

> This has
> been the case since 1/31/2007, making me wonder if
> something on the server side expired at the end of
> January.

Is this a credit card account?

> Is there any troubleshooting techniques that can be done
> on the client side to rule in or rule out client
> problems?

You can Deactivate the account for "transaction download"; then
Activate it again (only "Activate" if it is a One Step Download
type account). (This might get you some transactions that were
already downloaded. It may be a good idea to backup before
this, and restore if you don't like the results.)

> Are there log files that I can look at?

Following a download from FI B, open the OFXlog (probably in
Word where you can do some minor reformatting to make it easier
to read), and look for your transactions.

Help > Product and Customer Support > OFXlog

Then "Save as" if you want to view it in a word processor (and
keep from eventually getting overwritten by subsequent
downloads).

If you need help deciphering, you can download the OFX specs to
a pdf file for free (or possibly ask here); Google for the OFX
home page.

--
John Pollard
First initial underscore Last name at mchsi dot com
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