What is the key symbol after the name of financial account in the One Step Update?

And why won't it update that account?

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited September 2021
    The key icon indicates that we should be able to change the password for the sign-in account at the financial institution by selecting the icon.

    As to why won't it update that account, there may be many reasons.

    Please provide the version of Quicken being used: select Help > About Quicken
    Please provide the full name of the financial institution and the connection method being used: open the register, press Ctrl + Shift + E and select the Online Services tab.

    What indicates to you that it hasn't updated the account?
  • amateur
    amateur Member
    Starter Edition R35.31 Financial instit. is Citibank. Express Web Connect. Says Automatic Entry is ON but nothing has been entered since early August.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    amateur said:
    Starter Edition R35.31 Financial instit. is Citibank. Express Web Connect. Says Automatic Entry is ON but nothing has been entered since early August.
    Have you updated the account since early August?

    You may want to review: Citi Bank Citi Cards CC-502/102

    Intuit continues to have difficulty maintaining the Express Web Connect connection method for Quicken.  If you are not willing to accept the unreliability of this connection method, I suggest you use the Direct Connect or the Web Connect connection method if available instead.  If you haven't already, you may want to review: https://www.quicken.com/support/how-quicken-connects-your-bank


  • amateur
    amateur Member
    I'm guessing Citi won't update until there is a statement available; couldn't export transactions since last statement date. Will check again next week. And thanks.
This discussion has been closed.