Prompted for Ally creds to search for accounts there when downloading Credit card

This started a few weeks ago. I was downloading transactions for a Citi card and another day a different card - during the download I was prompted THREE times to enter credentials for Ally bank. After hitting cancel 3 times I got passed that and finished my credit card reconciliation.

When I download my Ally transactions from within that register, it works normally.

I've never used One Step Update. I only download one thing at a time - as they come due.

Not sure why I get prompted for Ally credentials when downloading from Discover or Citi, or Chase, or any other account.

Answers

  • Quicken Jade
    Quicken Jade Moderator mod
    Hello @Fletch200 ,
    I'm sorry to hear that you're experiencing this issue. My recommendation would be to validate and copy your file. This will deactivate all your accounts though, so you'll have to relink them after. Here are the steps on how to do that

    Always make a backup before performing complex procedures. This ensures that you have a "fallback" file you can use to get back to where you were when you started.

    1. Go to File > Copy or Backup File and select Create a copy or template (do not choose Year End Copy for this procedure).
      • Please note, a file copy is disconnected from online services, such as transaction download. Online services would need to be reconnected if you wish to use them in the file copy.
    2. Leave all the settings, including file name and checkboxes, at their default (change nothing on this screen). Simply click Save Copy. 
    3. After the Copy is complete, choose to Open New Copy.
    4. In the New Copy, go to File > Validate and Repair File and select the Validate file option. This is to ensure there are no lingering issues with the data in this file.
    Once this is done, go to Tools > Add Account to reconnect all of your accounts and this pop-up should be gone. I hope this helps!
    - Quicken Jade
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