My accounts are not updating with Web Express. I need help?

scoggr1

None of my accounts are updating since January 29, 2021. I use Web Express which connects to account but simply does not update transactions and I don't get any error code. Also the Update now in each account does not correct the issue. Exporting from the banks does not get recognized by Quicken. I need help figuring this out.

Quicken Anja

Hello @scoggr1,

Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

Could you please provide which version of Quicken you have currently running?

• Help > About Quicken

Also, please tell us which financial institution is the account(s) connected to?

To start with, if you haven't already, I suggest that you please try deactivating the account(s) experiencing this issue and then reactivating through Add Account (not through Setup Now).

Please, follow the steps found in this support article to deactivate. Once deactivated, to reactivate through Add Account, navigate to Tools > Add Account..., search for your Financial Institution name and follow the prompts to connect. Once your account(s) have been found, be sure to link them to the existing account(s) you have already set up in Quicken.

Let us know how it goes!

scoggr1

R31.12
SIU Credit Union
Deactivating and adding the account again didn't solve the issue. Nothing changed. Still not transaction uploads.

Quicken Anja

@scoggr1 Thanks for the update and trying those steps though I'm sorry to hear that the issue persists and for the delay in my response.

Next, if you don't mind, I'd like to have you create a new (test) file to see if you experience the same issue in a new file as well. In doing so, we will be able to determine whether this is caused by an issue within your current data file.

Follow the steps below to create a test file:

1. Choose File menu > New Quicken File.
2. Select New Quicken File.
3. Click OK.
4. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to easily be able to tell it apart from your main file. Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.
5. Sign in with your Quicken ID (if prompted). If you are prompted to create a Quicken ID, click Sign In under the Create Account prompt. 
6. Select to not use Mobile (if prompted).
7. Click Add Account to try adding the same account you are experiencing issues with in your original data file

After adding the account, see if you are experiencing the same problem in this test file. From there, you can then switch back to your original file. 

Follow the steps below to switch files:

1. Click the File menu.
2. Look near the bottom of the options list.
3. Select the data file you want to open. 

Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.

Let us know how it goes!

scoggr1

Thank you Anja. I was online with Quicken today and also the Account in question. Apparently the Account is having trouble and the Account IT is working on the issue. Quicken support staff online and phone have been awesome trying to correct my issue. So now I wait for the Account IT department to solve the issue.

Quicken Anja

@scoggr1 Thanks for the update! I'm glad to hear support is getting this issue looked into and taken care of for you.

If anything else comes up, please don't hesitate to reach back out!