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Quicken Classic for Windows
Registers & Transactions (Windows)
Some Bank Accounts Not Updating
joeatwork7
I have multiple bank accounts set up (all the same bank). When I updated them, it only updated 2 of 4, saying the others had no new transactions (though they had posted transactions for several days). I ended up having to manually add the transactions, but...
...how do I get these to re-initialize the transactions and pull them down? Why aren't they seeing them?
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Quicken Anja
Hello
@joeatwork7
,
Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.
If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first
save a backup
file prior to performing these steps.
Navigate to
Edit
Preferences...
Quicken ID & Cloud accounts
Click
Sign in as a different user
(or it might say
Sign in using a different Quicken ID
)
Follow the prompts to
Sign Out
Sign back in using your Quicken ID (
email
) and password
Once that is done, see if the issue still continues to persist.
I hope this helps!
joeatwork7
Hi Anja,
So, that appeared to fix the one account and the other 3 accounts then had the problem. Going by your example, it looks like I was able to resolve it by going to the account list and resetting each account with the problem. I should see after a transaction or two goes through for sure...but so far so good :-D
Thank you for the detailed help and instruction, it was edifying to the understanding of the product and that mechanism therein.
Thank you,
Joe
Quicken Anja
Thanks for the update! Glad to hear you were able to resolve these issues.
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