Transactions not downloading

bschottmi's Avatar


02 Feb, 2023 02:23 PM

I got my Schwab accounts setup last week and everything was fine thru January 27th. But now recent transactions are not downloading and the Console log show nothing. It's like Plain is not seeing these transactions.
I cleared the Console log, then attempted a download of Fisher IRA and Fisher Income IRA transactions. No transactions downloaded and the count from PLAID in the console is wrong, only seeing the Jan 27th transaction on Fisher Income IRA and the 3 on Jan 25 on Fisher iRA.
I've also downloaded a screen print from both Schwab accounts of the recent transactions.
Note: I was getting duplicates so I followed a different forum post and used the Toolbox to run "Force MD+ name cache ... rebuild" yesterday. I also found another Schwab account is not downloading current transactions.
I checked MD+ setup and the account are mapped properly and Schwab is Connected.
Do I need to disconnect and relink Schwab?

  1. 1 Posted by bschottmi on 02 Feb, 2023 05:26 PM

    bschottmi's Avatar

    FYI - I've attached my OFX info from the Toolbox

  2. 2 Posted by dtd on 02 Feb, 2023 10:49 PM

    dtd's Avatar

    just a user - since you keep saying "current transactions" - how current? MD+ can take anywhere from 2-7 days (7 is rare, like during holiday periods). I note that one Schwab account says "starting 1/31/2023" so that one hasn't seen anything newer (which would update the date). And, that simply means MD+ doesn't have anything newer than 1/31 to show you, and that is certainly in the 2-7 day timeframe. So maybe you are expecting faster response (like back in the OFX days) than is currently delivered?

    Also, your OFX_Dates.txt file reveals multiple duplicates - unless you really have that many Checking and IRA accounts. You can probably clean that up with Toolbox, but Stuart would probably be the one to help with that.

  3. bschottmi closed this discussion on 13 Feb, 2023 04:03 PM.

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