New Checking Transactions no longer download in one step update
These transactions used to download to my check register with One Step Update so I would know to categorize them in Quicken.
They no longer download, so every day I have to go to my bank's website and reconcile my checking account on a daily basis. [Removed - Language]
Best Answer
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Hi @jharris5
I would suggest that you first make a backup of your Quicken datafile (just in case). Then, open the account register > click on the "Gear" icon in the upper right > select "Edit Account Details" > select the "Online Services" tab > then click on the "Reset Account" button and follow any additional instructions.
This will reset your account and hopefully fix your download problems. Let me know how that goes.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -1
Answers
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1) What is your connection method to the bank? Do TOOLS, Account List and look in the "Transactions Download" column for this info.2) Have those transactions actually cleared your bank ... or are they displaying as being queued up to post tonight (i.e., they're "pending"). Q doesn't download Pending transactions.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Hi @jharris5
What happens when you try to download transactions, using One Step Update, from this bank - and do you see any error codes? Are you able to download from any other connected accounts in Quicken?
If you provide some more information we may be able to help you.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
No errors reported
Using Express Web Connect
Problem is with transactions that have cleared the bank, not pending current day transactions
I am able to download transactions from credit cards and brokerage accounts
Thank you for any suggestions0 -
Hi @jharris5
I would suggest that you first make a backup of your Quicken datafile (just in case). Then, open the account register > click on the "Gear" icon in the upper right > select "Edit Account Details" > select the "Online Services" tab > then click on the "Reset Account" button and follow any additional instructions.
This will reset your account and hopefully fix your download problems. Let me know how that goes.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -1 -
replying to Frankx - your solution worked! thank you!1