download problems

james.westervelt
james.westervelt Member
edited February 2022 in Download, Add/Update Accounts (Windows)
my quicken system has downloaded several similar accounts that have zero balances from
bank of america as well as not downloading any charles schwab transactions.
when will these issues be fixed. I have tried fixing but they keep reappearing when I update?

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    edited January 2022
    Hello @james.westervelt,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    If you haven't already, I suggest resetting your cloud data and seeing if that may make a difference, though I do recommend saving a backup of your data file prior to performing any troubleshooting attempts (just in case). Please follow the steps below in order to do so.
    1. Navigate to Edit
    2. Preferences...
    3. Mobile & Web
    4. Click on Reset your cloud data 
    5. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
    Once that is done, see if the issue still persists.

    Let us know how it goes!

    -Quicken Anja
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