Updated: April 10, 2023
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by Anna Chernetska
Tech Expert & Writer
712 resolved issues
Verified Expert in:
Smartphones, Tablets, Apps, 4G/5G issues

I choose update Quicken accounts and it appears to go through the process but the latest transactions are not downloading.

When I "reconciled" using "online balance" it finds the current balance but does not find the latest transactions.

Hello, thank you for using Howly.
Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register.

Customer Replay

My quicken for mac has quit downloading transactions for the past 2 days. I had mistakenly deleted quicken but retrieved from from my backup disk, thought everything was okay.


Please check if your Sort Order is set to "by Date"

Customer Replay

Yes, recent at top.

Good, please Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now

Customer Replay

I don't see a gear but there is a small Q top right

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It should look like this:


Customer Replay

Don't see that but the Q has a check for updates and my quicken is up to date

Can you please send me a screenshot form your app?
To take a screenshot, press and hold these three keys together: Shift, Command, and 3.
If you see a thumbnail in the corner of your screen, click it to edit the screenshot. Or wait for the screenshot to save to your desktop.

Customer Replay

Visitor uploaded: Screen-Shot.png
Type: image/png
Size: 181933

Thank you!
Please click on the Q icon, do you have an option called " One Step Update" there?

Customer Replay

No, but I clicked "check for updates" and my quicken is up to date.
I use qucken for mac
And I am paid up on my quicken account until next year

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Top answer

Got it, we can try to restore the backup

  1. In Quicken, select File > Restore from Backup
  2. Select the Automatic Backups folder it resets data in the Quicken cloud
  3. Please check if the latest transactions appear after that
Customer Replay

Great, it picked up my last few transactions. Thank you. I really appreciate it.

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