my529 - UESP (Utah Educational Savings Plan) : downloads transactions for just one account

rgumpertz

I have 5 accounts at my529.org, all of which I have set up for access through Quicken.  Only the transactions for one of those accounts seem to download.  Even when all 5 accounts have similar transactions posted the previous night, only those for the first account that I opened (with the lowest account #) seem to download.  Similar transactions for the other four accounts do not download.

Any suggestions how to fix this?  Is it a Quicken bug?  Is it a 529.org bug?

Quicken Francisco

Hello @rgumpertz

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. It is quite weird that only one of the accounts is getting downloads. If you wouldn't mind could we try to disconnect and reconnect the accounts.

First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

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

Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

https://www.quicken.com/support/reactivating-deactivated-account

Once you try this could you see if we're able to get downloads to come into the accounts? If not we'll see what our next option is.

Thanks,

Quicken Francisco

rgumpertz

Deactivating and reactivating all five accounts did the trick.  I tried that last month and it didn't help but this time it did.  I guess all's well that ends well...

Thank you, Francisco.

rgumpertz

FOLLOWUP:

I looked in my OFXLOG.txt and found what appear to be transactions and position information for the lowest-numbered account (which was downloaded SECOND) but just an empty
    <INVTRANLIST>

          <DTSTART>20200831164824</DTSTART>

          <DTEND>20200901185111</DTEND>
     </INVTRANLIST>

as well as position information for the other four accounts.

Quicken Francisco

Hello @rgumpertz

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. It is quite weird that only one of the accounts is getting downloads. If you wouldn't mind could we try to disconnect and reconnect the accounts.

First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

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

Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

https://www.quicken.com/support/reactivating-deactivated-account

Once you try this could you see if we're able to get downloads to come into the accounts? If not we'll see what our next option is.

Thanks,

Quicken Francisco

rgumpertz

Deactivating and reactivating all five accounts did the trick.  I tried that last month and it didn't help but this time it did.  I guess all's well that ends well...

Thank you, Francisco.

Quicken Francisco

@rgumpertz

Awesome to hear that you were able to get it back up and running! If you do run into any other issues please let us know! 

Thanks,
Quicken Francisco