PROBLEM WITH DOWNLOADING TRANSACTIONS

JOHN D L

When I attempt a one step update to download transactions for my bank and credit card accounts, I get a message (screen shot attached) asking for my passwords for certain accounts. I then enter them and get the same message again and again and then am unable to download the transactions. This happened after I updated Quicken to version R40.21 Build 27.1.40.21.

Quicken Jasmine

Hello @JOHN D L,

This message is appearing because you restored a backup, it is asking if you would like to overwrite (replace) the original file with the backup or if you would like to restore it by creating a copy. 

If you would like to return to your original file, you would navigate to File > at the bottom of the list, you should see your original file. This would usually be located right below the one that has a checkmark.

I hope that clears things up!

NotACPA

@JOHN D L We really need  to see the entire message, not just the right side.

JOHN D L

OK, sorry. Here it is.

NotACPA

HMMM, expanded image didn't provide as much help  as I hoped, but thanks.

Try creating a new TEST file and adding any one of those FI's to it.

Can you download into this Test file?

Also, in your current file, what's your download method for each of the three?  Do TOOLS, Account List and look in the "Transactions Download" column for this info.

JOHN D L

In the current file, the accounts that won't download are "Direct Connect", the accounts using "Express Web Connect" download OK. (I'm not sure how to do the Test file).

Quicken Jasmine

Hello @JOHN D L,

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

It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let us know how this goes, we look forward to hearing your response. 

JOHN D L

I was able to download one of the accounts into the TEST file. Please advise next steps. Thank you

Quicken Jasmine

Hello @JOHN D L,

Thank you for updating me, I am happy to hear that you were able to download transactions in the test file. 

Next, I suggest deactivating and reactivating the accounts that you added to the test file. Please keep in mind that this includes all accounts (active, hidden, closed). You may follow this link for information regarding how to deactivate and reactivate your accounts. Please remember that it is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position.

Please let me know how this goes!

JOHN D L

Thanks for your prompt reply. When reactivating, should I change the "Direct Connect" accounts to "Express Web Connect" since it was the Direct Connect ones were the accounts that didn't download?

Quicken Jasmine

Hello @JOHN D L,

You are welcome.

I suggest using the same connection method that you set up the accounts with in the test file. 

Let me know how it goes!

JOHN D L

When I attempt to open my original file (from backup) to follow the steps for reactivating etc., Quicken asks me whether I want to overwrite the existing file with the restored file or create a copy. Perhaps I should delete the TEST file before I restore the original one and try again?

Quicken Jasmine

Hello @JOHN D L,

This message is appearing because you restored a backup, it is asking if you would like to overwrite (replace) the original file with the backup or if you would like to restore it by creating a copy. 

If you would like to return to your original file, you would navigate to File > at the bottom of the list, you should see your original file. This would usually be located right below the one that has a checkmark.

I hope that clears things up!

JOHN D L

Success! Thank you for all of your help. Much appreciated

Quicken Jasmine

Hello @JOHN D L,

You are welcome, I am so glad that we could reach a resolution!

Please do not hesitate to reach out with any further questions or concerns.