Transactions/balances not loading/downloading from my Credit Union (Solarity CU)

cweber1976
cweber1976 Quicken Windows Subscription Member
edited September 2022 in Errors and Troubleshooting (Windows)
My subscription renewed in August 2021, but I have no activity since before the renewal date. No errors when I One Step Update - just no new transactions in register.

Quicken Deluxe
Version:R34.24
Build: 27.1.34.24
Express Web Connect
OS: Microsoft Windows 10 Pro

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Hi @cweber1976

    I would suggest that you try resetting the account connection as follows: 

    1. Open the account register in Quicken, and click on the "Gear" icon in the upper right;
    2. Select "Edit Account Details" > then click on the "Online Services" tab;
    3. In the "Online Services" box, click on the "Reset Account" button;
    4. Enter your password, when prompted, and press "OK";
    5. For the "We found the following accounts screen" is the info is correct > Click "Next"
    6. It will then return to the "Online Services" tab with a green check if it was successful.

    Let us know how that goes.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

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  • cweber1976
    cweber1976 Quicken Windows Subscription Member
    Hi Frankx. First, thank you for the prompt reply. I did as suggested and no change with my issue. I actually had already tried that with no success. Have the green check mark and everything. Any other suggestions?
  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭
    Hello @cweber1976

    It sounds like we might need to deactivate and reactivate the accounts to see if that might fix the issue you're having. I'll leave steps down below on how to do so.

    First we'll try deactivating all of the accounts for the affected FI. You can do so by following the article listed down below.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

    https://help.quicken.com/pages/viewpage.action?pageId=3216277

    Once you've had the chance let us know if this helps get your transaction downloads back up and running. 

    Thanks,
    Quicken Francisco

  • cweber1976
    cweber1976 Quicken Windows Subscription Member
    Well Francisco, you are the man. That worked. I deactivated and reconnected my FI and deleted my original account. Just had to go back and re-establish all of my income and bill reminders but that was no biggie. Thanks a lot for your help. Much appreciated.
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