Can One-step update handle two login accounts at same bank

I am currently unable to download transactions from chase bank for all of my accounts (4). Half of my accounts are set up under one login and the others under a separate user account (my wife's). One-step update used to handle this just fine. over the past couple months, it has stopped working.

The accounts have all been set up to download transactions and used to receive transactions every day. Now, only the accounts set up with the most recently configured login works. Example:

Account A & B have not been receiving transactions from Chase. I then open up Account Settings for Account A, go to online services, try to reset the account. That doesn't fix the issue. I then deactivate the account and reset it up. This works! When going through the account set up process, I receive a message that Account C and D are not found and I should delete them from One-step update.

Account C and D are still stored with their user name and password. If I go into Account C and try to do download just on Account C, the one-step update window pops up, but it shows the user account from Account A.

If I go through the reset / Deactivate / activate for Account C and D, I then have the same issues with Accounts A & B.

So it appears that recent updates have broken the ability to store separate account logins for the same bank within one-step update.

Similarly -- I am having an issue with the One-step update summary. It shows the "services" that are updated, but has stopped showing which accounts were downloaded or the # of transactions, that area is just blank. Check box is enabled for just showing the last update. Check box for only showing errors is not checked.

Any thoughts?

Answers

  • splasher
    splasher SuperUser ✭✭✭✭
    You should de-activate ALL of the accounts initially and then do the reconnect.  Doing one then the other can cause the issue you describe.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
  • bwonish
    bwonish Member ✭✭
    @splasher - thanks for the feedback. I took the painful step of disconnecting all of my accounts and slowly reconnecting them. But i am back at a spot where one step update appears to run, some accounts are updated, others are not, and the one step update summary is blank. I check the box to only show the last update, and now i am not seeing any results (even though some accounts are being updated and appear to have the blue icon next to them that they have new transactions). I am not seeing most of my accounts update at this point (much worse than before). I have had to start manually downloading transactions regularly again which is a major pain point for me.
  • splasher
    splasher SuperUser ✭✭✭✭
    Maybe Quicken Support can help.  I know for a fact that what you ask is possible.  The wife and I have multiple accounts with Discover Bank under different username/passwords and Quicken downloads them separately successfully.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
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