What is the key symbol after the name of financial account in the One Step Update?
amateur
Quicken Windows Other Member ✭✭
And why won't it update that account?
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Answers
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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 QuickenPlease 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?0 -
Starter Edition R35.31 Financial instit. is Citibank. Express Web Connect. Says Automatic Entry is ON but nothing has been entered since early August.0
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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.
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
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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.0
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