Discover Bank transactions not downloading

MoBDoc

I have been unable to download Discover Bank transactions since early April 2021. I have signed out and back in to Quicken and have reset the download connections. Resets lead to a dialog that links the online accounts to Quicken accounts but still no downloads. Discover Card transactions in the same account do download.

Quicken Anja

Hello @MobDoc,

Thank you for taking the time to visit the Community and telling 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.

First, could you please provide which version release of Quicken you have currently running?

• Quicken > About Quicken

Also, could you please tell us which account type(s) are experiencing this issue (e.g.: checking, savings, etc)? And which connection type are you using to connect (Quicken Connect or Direct Connect)? Last, do you receive any specific error code(s) and/or message(s) while trying to connect that you could provide us with here, please?

Please check back and let us know! Thank you.

MoBDoc

Sorry, I should have thought to include this.

Quicken Version 6.2.2 (Build 602.39004.100).

The problem occurs with a money market account and certificates of deposit. It does not occur with a credit card account.

I am using Quicken Connect.

There are no error messages. Resetting the connection leads to the dialog where the online accounts are listed and linked to Quicken accounts. That seems to work (no errors) but no new transactions download. I know there are new transactions because I look at each account online and type the new transactions into Quicken.

Quicken Anja

Thank you for the additional information.

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
   
10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
11. Wait for the list to finish updating and " Updated: " displays the current date.
12. Click the Show List button to continue
13. Use the search field at the top of the list to find and select your financial institution and click Continue
14. Follow the prompts to sign in using your login credentials associated with the financial institution
15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know how it goes!

MoBDoc

Hi Anja,

That has fixed the problem. Thank you for your help. Your instructions were very clear!