Q is locking when updating some banks (Citi, Barclay's, Cap One, BofA, Citizens)

Downloads are working fine for Wells Fargo, Chase, and Amex only. All others are causing the screen to gray out and then Q locks up. Have to kill it in Task Mgr.
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Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    My Barclay's American Airlines Advantage card isn't having problems.  I don't have accounts with your other listed problem banks ... but when you do TOOLS, Account List, what shows in the "Transaction Download" column for all of them?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Geoff Stuart
    Geoff Stuart Member ✭✭
    Wells Fargo, Amex, Chase: Yes (Direct Connect)
    One Chase account that failed: Yes (Improve Connection)
    Several of the Chase accounts that did not fail: Yes (Improve Connection)
    Cap One that failed: Yes (Express Web Connect+)
    Barclays accounts (2): Yes (Express Web Connect)
    BofA accounts (all failed): No (Activate Downloads) but that locks up Q so I cannot add them back. They both used to work fine.
    Citi: 2 accounts, both fail: Yes (Improve Connection)

    I'm going to try the Improve Connection links first.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @Geoff Stuart,

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this error. 

    Please let us know how it goes after attempting the Improve Connection links so we may troubleshoot further if needed. 

    We look forward to hearing your response. 
    -Quicken Jasmine
  • Geoff Stuart
    Geoff Stuart Member ✭✭
    Improve Connection worked on one of the Citi accounts. The second one continued to freeze Q, so I deleted the account and re-entered it. That account is now Direct Connect but it took me over an hour of effort to get it to change. Improve Connection never did work on that one.

    On my two Bank of America card accounts, Improve Connection does not work at all. They both continue to lock up. However, Bank of America no longer supports Direct Connect, according to this post: https://www.bankofamerica.com/online-banking/online-financial-management-faqs/

    Here's the text:

    Please note: Quicken DirectConnect is no longer supported for new users. You can easily download information from Online Banking to Quicken using Web Connect.

    Log in to Online Banking and select your account
    Navigate to the Activity tab halfway down the page
    Select the Download link (please note: if you have a credit card account with no transactions, you won't see a download link. You'll first need to select a month with transactions from the Current transactions dropdown menu)
    For the Transaction period, select from the dropdown menu the transactions you wish to download
    For the File Type option, select WEB Connect for Quicken 2018 and above
    Hit the Download transactions button to save the file to your computer
    Open your Quicken software and look for the file in your computer, in order to upload the file

    So following this advice, it appears that I should not expect BofA accounts to download directly to Q at all. However, both have been downloading just fine for several years until last week. Both accounts are marked "Yes (Improve Connection)" in the Accounts List, but that link doesn't work; they both display a dialog that is titled "Upgrade to Direct Connect", but after I proceed and enter my credentials, they get the "Sorry We encountered an error. It's not your fault" message. The details say "Invalid Username/password entered" but my credentials are correct.

    The two Barclay accounts are marked "Yes (Express Web Connect)" but they both lock up Q when I try to update. I created a test Q file and added the Barclay accounts. They both download transactions successfully. In the Accounts list, they show as "Yes (Express Web Connect)", just as they do in my production file. But they lock up when I try to run an update in that file.

    How can I schedule a phone and passthru session with a technical specialist to solve this during the week when phone support is open?

    Thanks.
  • Geoff Stuart
    Geoff Stuart Member ✭✭
    edited April 3
    I found post 7897936 in the Q Community from Aug 2021 where people had a similar issue with Barclay's Bank. The issue was solved but the next day evidently started failing again. I followed the exact steps in the post to deactivate and reactivate but Q locked up on the Activate One Step Update step.

    Q shows four Barclay's Bank entries when attempting to define the connection (see attached screenshot). Which one should we be using? This is not just a problem with Barclay's; other banks have multiple entries and it's not clear which one is going to work.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    My American Airlines card is issued by "Barclay's Bank Delaware"
    I'd always start with the "Best Results" entry ... but if there's problems with that, try the non-India others
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Geoff Stuart
    Geoff Stuart Member ✭✭
    edited April 3
    I've been using Barclaycard in the past and it worked. Will try them all tomorrow (except India). I'm wrung out after six hours trying to solve this today.
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @Geoff Stuart

    Regarding your question - "Which one should we be using?" - you probably periodically visit the websites of the banks, credit card issuers, and other financial entities you have accounts with.  In my experience that is usually a good place to look when you are trying to connect and account in Quicken - especially when numerous choices pop-up in Quicken's "add account" routine.   

    You may have noticed, in the screen shot that you posted above, that on the right-hand side you'll see the bank's name (in this case - Barclays Bank Delaware) and below that is a website address.   I have found that in many instances, the web address there will match - or be a close match - to the financial institution website I used to log-in to access my account.  So, when trying to determine which one to use - this tip may be helpful.

    Let me know if you have any followups.

    Frankx

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    edited April 19
    I've been having a problem with my AAdvantage Airline card from Barclays Bank Delaware for over a week now.  No error messages, but nothing downloads, even though plenty showing as ready to download at the website,  Transactions download successfully to a test file.
    Not evident that I deleted over a week's downloads of transactions, but last "Downloaded Posting Date" is 4/11/22 and there are multiple transactions since.
    Updated into below.
    Express Web Connect (only option available)_and R39.23. 


    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • NotACPA
    NotACPA SuperUser ✭✭✭✭
    Update, it appears that the AAdvantage American Airlines Mastercard MAY have changed URL's & Financial Institutions. When I disconnected the account, just now, from "Barclay Bank Delaware", removed the Barclay name from the "Financial Institution Name" field and re-connected using the "Aviator MasterCard" name as the Financial Institution, the missing week of transactions downloaded.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Geoff Stuart
    Geoff Stuart Member ✭✭
    I set up a meeting with a Quicken specialist who walked me through a long recovery operation to reconnect all my banks. It took over an hour but all is well now.
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