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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Key Bank Web Connect Issues
pdunnigan
For the past month, I have had issues with my Key Bank account and downloading data, it misses days, does not update data for a few days, even though the account shows items have been cleared. This worked fine for 5 years, now it is broken. Any thoughts?
Thanks
Patrick
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Quicken Jasmine
Hello
@pdunnigan
,
Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with your Key Bank account(s).
First, I suggest
deactivating all
of your Key Bank accounts and then
reactivating through add account
. You may follow the instructions below to complete this. Please keep in mind 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.
Open the Account List in Quicken (
Tools > Account List
OR
Ctrl + A
)
If present, select the
Show Hidden Accounts
checkbox at the bottom of the Account List
Edit each account with this financial institution to
Deactivate
(or Remove From One Step Update) on the Online Services tab
Click on the
General
tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
When finished, close the Account List
Close, then re-open Quicken
Click the
Add Account
button at the bottom of the Account Bar on your main view
Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
Very carefully
LINK
each of the found accounts to the appropriate account you already have set up in Quicken.
Once that is done, see if the issue still continues to persist.
Please let me know how this goes!
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