Does 4.6 require Direct Connect accounts to be deactivated and reactivated? I ask because there's an ongoing issue with Citizens Bank new accounts not being able to be set up in 4.5.8. Pre-existing account setups continue to work fine. If deactivation is required, then it is likely that existing Citizens Bank Direct Connect account will not be able to be re-connected. This will break direct connect and bill pay for a fairly large number of users, I suspect.
I can't seem to find the update. Even the Check for Update option from the software says my current version is up to date.
@ Quicken Marcus: There does seem to be an issue with the upgrade and subsequent problems with Direct Connect downloads. Personally, I have 11 accounts in various institutions (checking, savings, credit cards, retirement and brokerage). All downloaded perfectly with Direct Connect for years. Since the upgrade, nine accounts transitioned to v.4.6.2 and are working fine. However, two accounts changed from Direct Connect to Quicken Connect and no longer connect and download transactions (according to the Account Status window). I've tried a number of different approaches, including Change Connection Type and Deactivate Downloads and Set Up Transaction Downloads. To no avail. The result is that the account preferences show that Quicken Connect is active and no downloads occur. The Account Status window shows no connection since before the update to v.4.6.2 (Build 46.19020.100). Curiously, one of the accounts that failed to transition is one of two Chase credit cards that share the same ID and password on the Chase website. Both had worked fine for years in v.4.5.8. I've deactivated downloads for the time being and am hoping for at least an acknowledgement that the problem has been noted. I'll use manual updates for now. Thanks for the help. I know you're under the gun right now. Posting this in several locations.
Quicken Connect with my credit union doesn't seem to be working. Nothing shows up in the Account Status window. Also, if I select this account and use click on Command-U to update this account, nothing happens. Do Quicken Connect accounts only update in the background?
When I download transactions in v4.6.4 they don't match with transactions I entered by hand. Also, categories don't download automatically for Payees that I frequently use. Finally I just update my QC account by bringing up the Account Status dialog box and clicking on the Update box. A couple of my other credit card accounts (DC accounts) were updated and new transactions were downloaded. but they didn't appear in the Account Status window.
I had a major issue with this update which I posted about under the Investment category. Basically my Scottrade brokerage account thinks I still own 10 shares of CPQ (Compaq) which was bought out by HP many years ago. CPQ still exists under another name. It also doubled my stock sale from earlier this month, both transactions were downloaded but only one is correct. I will be happy to paste that post over here if it is a better place for it.I'm also unhappy with how the import took my transactions that were not assigned a category and tried it's best to categorize them. Thing is, I leave them uncatagorzied until I process the receipt. I am able to run a report on all of these unfilled transactions and easily find and fix them (at least in my old Q2006/7). Now I have to look at the royal mess that Quicken decided to make for me and at this point, I'm not sure if it used its own categories only or used its own and some of mine. At this point I have no confidence in the accuracy of what is categorized which is important to me at tax time. Perhaps deleting all the Quicken standard categories would fix this issue. I don't ever remember Quicken imposing its own categories upon me and I've been a user since Version 1 (Mac)
After a few tries, it finally migrated me to the updated version last night. Total disaster. All my accounts are screwed up, missing transactions, have balances that are off etc. It seems a lot had to do with manually edited transactions, but that doesn't seem to be all of it. Several of my accounts are many thousands of dollars off. I'm very unhappy, since this is a very inconvenient time for this to happen for me. Will there be a fix? Is there a way to go back to yesterday do I can salvage what I can?
