New problems after yesterday's log in problems

Moviecane1
Moviecane1 Quicken Windows Subscription Member ✭✭
in Errors and Troubleshooting (Windows)
I was suffering from the problems that were apparently very common with not being able to log into Quicken because of an "expired" account yesterday, so I walked away and came back this morning. Now, when I open Quicken, it tells me that I have to upgrade to the Home, Business & Rental version (I used that last year, but it has been a long time and I no longer have a business). This has happened 2 out of 2 times I opened Quicken.

Then, when I synced with my banks, it added 2nd versions of most of the accounts to my account list, and brought several accounts back from the dead. In some cases, transactions going back to July moved into the 2nd version.

Also, it asked me to log into Chase. I did so. It said I was successful. A few seconds later, it asked me to log into Chase again. I did so with the same credentials. Now it says they are incorrect. (But it did pull information from Chase.) I have one Chase card that the information since July moved into a new 2nd account, but the transactions downloaded into the original account.

While this is not a new problem, it is related so I might as well bring it up to see if anyone has a solution. When I go to One Step Update and click all accounts, it updates bills and Quicken Cloud, and that is it. I always have to do it a second time, and then all of my accounts are unchecked, and I can check them to update. This has been going on for over a year. I had hoped upgrading to the subscription would solve this problem, but it has not.

Thank you!
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  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello Moviecane1,

    Sorry, that you haven't yet received a response.

    If you are still seeing duplicate accounts, I would start by restoring a backup file.

     https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    If you are still being prompted to upgrade and have a current subscription, I would sign out and sign back in.

    To sign out and sign back in:

        1.  In the Edit > Preferences > Quicken ID Sync & Alerts section, click the blue link that says “Sign in as a different user”.  

        2.  A window will open asking you to confirm that you want to sign out, type “Yes” in the box and click OK.

        3.  Quicken will refresh and show a blank sign-in screen, when it does, close and re-open Quicken.  

        4.  Sign in with the same Quicken ID username and password

    In regards to the OSU issue where the accounts do not stay checked, I would run the validate and repair tool and see if that helps. As this issue has persisted on different software, that would seem to point to an issue in the file itself.

    https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

    Let me know how it goes!
    -Quicken Tyka
    ~~~***~~~
  • Moviecane1
    Moviecane1 Quicken Windows Subscription Member ✭✭
    Thank you for you response. Last week, before you responded but after I wrote my question, I actually did what you recommend. I restored a backup file, and then I logged out of all of my Chase accounts, then logged back into Chase. I then had to redo a week or so worth of work to get back up to speed.

    Every day since then (which was a couple of times, since I don't spend every day on Quicken), when I try to update my accounts, Quicken asks me to add accounts from Chase several times. The first time it is successful, then the Chase sign in window pops up as soon as the previous one is closed. In the end, my Chase accounts do not actually download. I was planning to write back about just this today.

    This morning, I opened Quicken to find that all of the Citi cards have doubled, one of the Chase cards has doubled, and all of the closed accounts have been resurrected again! I can't spend every weekend dealing with this! Please help!

    I am not getting the Quicken subscription error anymore. I have already tried the validate and repair option on the OSU, but once again, I have bigger problems.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    https://community.quicken.com/discussion/7861373/new-problems-after-yesterdays-log-in-problems Hello Moviecan1,

    Sorry to hear that you continue to experience troubles.

    I would try once again to restore a backup prior to this duplication.

    I would then deactivate all of the Chase and Citi accounts and edit the deactivated account(s) to remove the financial institution name. This needs to be done on any hidden or closed accounts.

    Detailed steps can be found at the link below.

    https://www.quicken.com/support/how-remove-bank-name-one-step-update-settings

    I have also included a screenshot of where the financial institution's name needs to be removed. This can be accessed by right-clicking an account and choosing "Edit/Delete Account"
    <br><img alt="" src="https://us.v-cdn.net/6031128/uploads/editor/yz/8jm1sjjfrya7.png" title="Image: https://us.v-cdn.net/6031128/uploads/editor/yz/8jm1sjjfrya7.png">

    Let me know how it goes!

    -Quicken Tyka
    ~~~***~~~
  • Moviecane1
    Moviecane1 Quicken Windows Subscription Member ✭✭
    To clarify, I should remove the name for all accounts, or only the closed accounts?
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello Moviecan1,

    I would remove the name for any account that is being deactivated.

    The closed accounts are most likely the root of the problem but I would still complete the steps for all of the accounts to avoid having to potentially repeat this process.

    Let me know how it goes!

    -Quicken Tyka

    ~~~***~~~
  • Moviecane1
    Moviecane1 Quicken Windows Subscription Member ✭✭
    I followed all of the steps you gave. I restored to a previous back up. I deactivated all of my Chase and Citi accounts, and then deleted the bank names and account numbers from all of those and all closed accounts. I then tried to connect to Citi and got a message that their website was down. I tried to connect to Chase, and it gave me a list of my accounts and allowed me to link them to my current accounts in Quicken. I did so. It seems to have downloaded transactions for a few of them. Then the Edit Account Settings window popped up with Password Error CC-503. If I am using the wrong password, how did I get connected in the first place to link my accounts, and how did it download transactions for them? That is the same thing that happened the last two times I was repeatedly asked to sign into Chase.

    While I am willing to believe that if I try Citi again later it might work, I am not seeing a change in behavior in communication with Chase.
  • Moviecane1
    Moviecane1 Quicken Windows Subscription Member ✭✭
    I was now able to link my Citi credit cards (website for bank accounts still says it is down). I am now getting Error CC-501, saying that I have to set up my account to work with Quicken on the Citi website. I did that last week, so I don't know why I am getting the error again.
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