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This discussion was created from comments split from: Unable to Update Online Accounts.

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Accepted Answer
    Hello @Confused Cheryl & @karaffa01,

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

    To start with, if you haven't already, I suggest you try signing out of your data file completely and then signing back in. Please, follow the steps below in order to do so.
    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID 
    Once that is done, see if the issue still persists.

    Let us know how it goes!
    -Quicken Anja

Answers

  • ekellen
    ekellen Member
    I've been having the same problem since last week.
    When I start to update, I do get the list of accounts. When I click Update, I get a dialog as usual that says all the accounts are Processing, but this dialog only lasts about 2 seconds before changing to the dialog announcing all accounts are updated. Nothing gets updated and no transactions are downloaded. The same process occurs if I try to update accounts individually.
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @ekellen,

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

    We will need some additional information in order to better assist you further.

    Could you please provide which version of Quicken you have currently running?
    • Help > About Quicken 

    Are the accounts connected to more than one or multiple financial institutions? Also, which connection method do you have setup for these accounts (Express Web Connect or Direct Connect)?

    Please, check back and let us know! Thank you.
    -Quicken Anja
  • I'm having the same problem. I have 4 accounts at Chase that won't update but they did in January. Citibank uploads fine when I clicked one step but I also did each one individually but no luck.
  • karaffa01
    karaffa01 Member
    Same here. Started after update to Quicken to build 27.1.31.20 version R31.20. Fidelity updates fine. All the rest (BofA, Cap1, Chase, Citi, etc) it says processing for 5 seconds and then goes to update complete, with no transactions downloaded.
  • Quicken Anja
    Quicken Anja Moderator mod
    Accepted Answer
    Hello @Confused Cheryl & @karaffa01,

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

    To start with, if you haven't already, I suggest you try signing out of your data file completely and then signing back in. Please, follow the steps below in order to do so.
    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID 
    Once that is done, see if the issue still persists.

    Let us know how it goes!
    -Quicken Anja
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