Cannot download from Schools First Federal Credit Union

DeAnnaWOG

After downloading the QFX file from SFFCU website, when trying to import into Quicken, I get the following message:

Download unavailable!
Quicken is unable to update this account because Web Connect support for your financial institution has been either temporarily, or permanently discontinued [CC-885].

Anybody know how to fix this?

UKR

I think, we have a Catch-22 situation here ...

The FCU's website may still offer "Web Connect" downloading of QFX files, but the bank's control record (see below) in Quicken indicates that they do not appear to subscribe to the service. Therefore, you cannot import the downloaded file. All you can do is download recent transactions from within Quicken.

• 06893    06893    06893    Schools First FCU - New    http://schoolsfirstfcu.org/    1-800-462-8328    https://www.schoolsfirstfcu.org/gateway/schoolsfirstfcu/login#/    ACTIVE                   BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA

Don't throw away the QFX file yet. Someone may have a solution on how to modify the file, to make it so that you can import it into a temporary account register in Quicken and then drag and drop the transactions into the real account register ...

Quicken Jasmine

Hello @DeAnnaWOG,

Thank you for reaching out to the Quicken Community with this question, though I apologize that you are experiencing this issue. 

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 this time using Quicken Connect (see screenshot below). 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, select Login and select Passwords at the top
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!

DeAnnaWOG

Thank you for your reply.
However, the updating process is not the problem... that works... sorta.
I was able to update from Quicken, but only for the last three months of activity.

I need the transactions from all of 2021 and 2022 (to date), so I went to the Schools First website to download to a QFX file and tried to upload that into Quicken. The result was the error I noted in my original question. The problem is the downloading part.

Any further help you can provide would be greatly appreciated. Perhaps a work-around?
Thank you!

DeAnnaWOG

Hi Quicken community,
I still need help... PLEASE HELP!
Thank you!

UKR

I think, we have a Catch-22 situation here ...

The FCU's website may still offer "Web Connect" downloading of QFX files, but the bank's control record (see below) in Quicken indicates that they do not appear to subscribe to the service. Therefore, you cannot import the downloaded file. All you can do is download recent transactions from within Quicken.

• 06893    06893    06893    Schools First FCU - New    http://schoolsfirstfcu.org/    1-800-462-8328    https://www.schoolsfirstfcu.org/gateway/schoolsfirstfcu/login#/    ACTIVE                   BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT    NOT_QBP    NA

Don't throw away the QFX file yet. Someone may have a solution on how to modify the file, to make it so that you can import it into a temporary account register in Quicken and then drag and drop the transactions into the real account register ...

DeAnnaWOG

Thanks, UKR.

Can anyone help with this part? "Someone may have a solution on how to modify the file, to make it so that you can import it into a temporary account register in Quicken and then drag and drop the transactions into the real account register ..."

Ps56k2

Quicken Jasmine said:

Please let me know how this goes!

Well..... the CU offers to download a QFX file -
but the FI list doesn't list Web Connect as a viable option -
THAT's the problem -

UKR

Shhhhh! Don't tell anybody, but here's a backdoor you can try.

• Use TextEdit to edit your QFX file. Replace the bank ID number in the header records of the file with the number shown here:
  <FI>
  <ORG>B1
  <FID>10898
  </FI>
  <INTU.BID>10898
  Don't change anything else. Just those two numbers.
  
• Save the file to a different file name and import it into Quicken into a new, temporary account.
• Once imported, select all transactions in the new register except the Opening Balance transaction.
• Drag the entire block of transactions into your SFFCU account register in the Account sidebar.
• In the SFFCU register edit the existing Opening Balance transaction to 12/31/2020 and set the amount to the 12/31/2020 paper statement Ending Balance.
  
• Now you're ready to compare your register to the bank statements and fix any discrepancies.
• You can delete the temporary account register now.
  

Hope that works.

A friendly letter or email to the office of the president of SFFCU might be helpful, too, to make them aware of the lack of support for QFX downloads. If they offer it on the website, then, IMHO, they should support it in Quicken (even if it costs an additional license fee)

Ps56k2

the two entries are below - and neither shows support for downloading of QFX files - Web Connect -
Does One Step Update not work with Express Web Connect ?

06893    06893    06893    Schools First FCU - New    http://schoolsfirstfcu.org
1-800-462-8328    https://www.schoolsfirstfcu.org/gateway/schoolsfirstfcu/login#/    ACTIVE
BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT
 
68584    68584    68584    Schools First FCU - Plan Admin LLC    https://www.schoolsfirstfcu.org
1.800.462.8328    https://www.schoolsfirstfcu.org    ACTIVE        
BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

jacobs

Ps56k2 said:

Does One Step Update not work with Express Web Connect ?

@Ps56k2 It does, according to the original poster. The issue was getting transactions which were older than the 90 days provided by EWC. The FI website provided a QFX download of transactions, but the Quicken FIDIR directory shows this FI isn't set up to allow import of QFX transactions.

@DeAnnaWOG  I would also recommend contacting your the credit union's tech support (it might take reaching a Level 2 support person who is expressly familiar with Quicken). What's confusing here is why they are providing QFX exports yet aren't showing up in Quicken's directory as supporting QFX imports. That could be an error at the Quicken/Intuit end, or it could be because the financial institution didn't properly renew their support with Intuit. If they aren't signing on with Intuit for whatever reason, they should probably discontinue providing QFX files to download on their website, since QFX is a format specifically for Quicken. Alternatively, they need to pursue with Intuit getting their service listing updated to support import of QFX files. If you can find out from the credit union that they are certain they should be signed on with Quicken to allow QFX file import, then you can pursue this with Quicken Support for them to escalate to Intuit regarding the mis-match in the FIDIR directory.