Quicken Won't Download Transactions

By John Mitchell

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Intuit Quicken is one of the world's leading money management software programs for personal and business use, but it experiences occasional glitches. As a Quicken user, you may encounter problems downloading your financial institution's data and transaction history, which is not entirely uncommon when managing multiple bank or credit accounts. Troubleshooting the problem may help save you a call to Quicken Support or your financial institution. The three main types of Quicken problems arise from account setup, server issues and connectivity.

Step 1

Check to see if the login information for the Quicken Web Connect feature matches the account number, customer ID and password listed with your financial institution. An incorrect ID or password will prevent you from downloading transactions into Quicken. Make sure your can access your bank account or credit card via their website interface.

Step 2

Review the CONNLOG and OFXLOG in Quicken. On most versions of Quicken, these reports can be accessed from the "Help" menu, then by clicking "Product and Customer Support." The CONNLOG is a basic log file that records connection attempts with your financial institution's servers. The OFXLOG is a more in-depth log that contains account, connectivity and download information, along with error codes if applicable. Quicken recommends that you review these logs with one of their support representatives or your financial institution to properly identify the problem and find the best possible solution.

Step 3

Make sure there is not a connectivity issue with your Internet access hardware or software or with the settings on your computer. Temporarily turning off or allowing your security software to recognize Quicken usually resolves most connectivity problems. Possible security issues that can affect the money management program include adware and spyware protection, Internet Explorer privacy and security settings, pop-up blockers, firewalls and anti-virus software.