Quicken for Mac 6.6 not downloading all securities from an account

Positiveguy1960

Trying to see if anyone else is seeing this? Suddenly on Monday right after the Quicken for Mac 6.6 update it is not downloading all securities from an account. The account had five different securities in it but now only one of the 5 shows up after I do "update all accounts". This is with Vanguard. Has anyone else seen this happen? I spoke with tech support level 1 yesterday but we didn't resolve it.

It worked fine before 6.6 came out then it stopped working correctly...

Quicken Jasmine

Hello @Positiveguy1960,

Thank you for your response, I would be happy to answer your questions. 

Sometimes the connection between Financial Institutions and Quicken goes a little haywire. There is not always a for sure way to tell exactly what was wrong without some sort of error message, which you did not have so therefore we cannot pinpoint exactly what the problem was. The troubleshooting steps that I had you complete disabled the connection between Quicken and the Financial Institution, updated the financial institution's information as well as your login information, then reestablished the connection between the financial institution and your Quicken account. This does not affect your other accounts as you did not disconnect them. The only account affected by this, in most cases, is the one that you are disconnecting and then reconnecting. 

I hope this answers your questions.

marriott

I had this same issue after the Mac 6.6 update. Contacted Support. After sharing my screen (which made me very nervous), with a support person(?) for an hour or more that person tried many things which did not work.
He then asked me to stop sharing and said he would call me back. NEVER received a call. So now what?

[Removed - Email]

Quicken Jasmine

Hello @Positiveguy1960 and @marriott,

Thank you for contacting the Community, I am sorry that you are experiencing these errors with Vanguard and I understand that it can be frustrating. 

Before I can further assist you, I require some more information. Is Vanguard the only account in which you are experiencing this error? Do you receive any sort of error message? What exactly occurs when you try to do the 'update all' procedure?

I look forward to hearing your response. 
Quicken Jasmine

Bill Arnold

I'm having the same issue with Janus-Henderson accounts. Please update any solutions here.
I'm using Quicken 6.6 on a macOS 11.6. For some reason, the Janus-Henderson funds have stopped updating or downloading transactions and current balances.
Like you, this started to occur only after I updated to 6.6.

Quicken Jasmine

Hello @Bill Arnold, 

Thank you for contacting the Community, I am sorry that you are experiencing this error. 

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
   
10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
11. Wait for the list to finish updating and " Updated: " displays the current date.
12. Click the Show List button to continue
13. Use the search field at the top of the list to find and select your financial institution and click Continue
14. Follow the prompts to sign in using your login credentials associated with the financial institution
15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Please let me know how this goes, I look forward to hearing your response. 
Quicken Jasmine

Positiveguy1960

I think this has worked. I am wondering what was the issue and what did we just do to fix it? How does this apply to other accounts I have in Quicken also? Which type of accounts does this fix apply to? Thanks, C. Shannon

Quicken Jasmine

Hello @Positiveguy1960,

Thank you for your response, I would be happy to answer your questions. 

Sometimes the connection between Financial Institutions and Quicken goes a little haywire. There is not always a for sure way to tell exactly what was wrong without some sort of error message, which you did not have so therefore we cannot pinpoint exactly what the problem was. The troubleshooting steps that I had you complete disabled the connection between Quicken and the Financial Institution, updated the financial institution's information as well as your login information, then reestablished the connection between the financial institution and your Quicken account. This does not affect your other accounts as you did not disconnect them. The only account affected by this, in most cases, is the one that you are disconnecting and then reconnecting. 

I hope this answers your questions.

Bill Arnold

Thank you for trying, but this didn't work for me. I'm still having 2 accounts with Janus Henderson showing a zero balance. What's next?

Quicken Jasmine

Hello @Bill Arnold,

Thank you for your response, I am sorry that the troubleshooting steps that I posted did not help you to reach a resolution. 

Next, could you please create a test file and add the Janus Henderson accounts to see if you still show a zero balance? You can do this by going to File>New>Start from Scratch.

Please let me know how this goes, I look forward to hearing your response.