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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Issues Downloading Transactions - Online Balance Shows as Correct
Alan Langley
I am having issues getting transactions for my accounts to download. I have accounts with CapOne 360 and Wells Fargo. All accounts are setup with Express Web Connect.
I have reset the accounts, and deactivated/reactivated. I did get a couple of transactions, but about 5 days worth are missing. The weird part is that the "Online Balance" amount shown in Quicken is correct.
Help?
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Quicken Anja
Hello
@Alan Langley
,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you save a backup of your data file first (
just in case
). Then, please follow the instructions provided below.
Navigate to
Edit
Preferences...
Quicken ID & Cloud accounts
Click
Sign in as a different user
(or it might say
Sign in using a different Quicken ID
)
Follow the prompts to
Sign Out
Sign back in using your Quicken ID (
email
) and password
Once that is done, see if the issue still continues to persist.
Let us know how it goes!
Alan Langley
Well, it downloaded a bunch of transactions, but the total for the CapOne 360 account still doesn't match. The issue for Wells Fargo has been solved.
jhansen
>
@Alan Langley
said:
> Well, it downloaded a bunch of transactions, but the total for the CapOne 360 account still doesn't match. The issue for Wells Fargo has been solved.
I am having similar issues in that my balances are not updating correctly with OSU, I have a separate thread on this topic, but sounds similar. Seems like a bug associated with the last release.
Alan Langley
Looks to me that somehow a very old transaction is incorrect somewhere after I reconnected the account. I went back thru 3 months of transactions and they are all correct, but the balance is wrong in the register, but it is still showing the online balance correctly. I may just reconcile and do a correction. Can't turn out any worse.
thecreator
Hi @"
"Alan Langley" ,
Are you entering your transactions manually and downloading the transactions to clear the transactions entered?
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