One Step Update Summary not showing downloaded transactions correctly

SherylB

When I run One Step Update, the summary does not show correctly what has been updated. It typically shows just one credit card; I have several credit cards and multiple bank accounts that are included in the One Step Update. I can see while the update in occurring the blue dot on the register summary come on and then go off as the update is occurring. Downloads are correctly occurring in each account, but just not accurate on the summary. This has been going on for several months.

Quicken Jared

SherylB said:

When I run One Step Update, the summary does not show correctly what has been updated. It typically shows just one credit card; I have several credit cards and multiple bank accounts that are included in the One Step Update. I can see while the update in occurring the blue dot on the register summary come on and then go off as the update is occurring. Downloads are correctly occurring in each account, but just not accurate on the summary. This has been going on for several months.

Hello @SherylB,  

I am sorry to hear about these problems with missing transaction information. Thank you for speaking with us about this here on the Quicken Community. 

First, I am somewhat unclear as to what data, in particular, is missing. Are you missing transactions from non-credit accounts associated with the same institution as this credit card you mentioned? Are you missing payee information or categories in the downloaded transactions? Is the One Step Update Summary simply showing incorrect amounts?

Which financial institution - if there is one in particular - seems to be affected?

I look forward to your responses, and I hope to provide additional assistance going forward.

Thank you,

Quicken Jared 

SherylB

Hello, all data is being downloaded correctly into the register (payee, amount), it's the One Step Update that does not show that the specific accounts were updated. It will just say, for instance, Capital One credit accounts are updated with 5 transactions, but other accounts, such as my credit unions, do not show anything was updated on the One Step Summary but the register does show items have cleared after the update but no blue dot next to those items indicating the new status of the downloaded items just the "c" in the "cleared" column. I then have to go to each account to see what has occurred during the update versus just looking at the summary and seeing which accounts had any action during the update.

Quicken Jared

SherylB said:

Hello, all data is being downloaded correctly into the register (payee, amount), it's the One Step Update that does not show that the specific accounts were updated. It will just say, for instance, Capital One credit accounts are updated with 5 transactions, but other accounts, such as my credit unions, do not show anything was updated on the One Step Summary but the register does show items have cleared after the update but no blue dot next to those items indicating the new status of the downloaded items just the "c" in the "cleared" column. I then have to go to each account to see what has occurred during the update versus just looking at the summary and seeing which accounts had any action during the update.

Hello @SherylB,   

I am sorry to hear that these issues remain ongoing. Thanks so much for getting back to me with clarification about what is happening in the One Step Update Summary, and the Reconcile function.

How many credit unions seem to be associated with the affected accounts? If you have the chance, you could save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File... Next, choose New Quicken File in the screen that follows, and then click OK. After this, choose a file location on your computer and then click Save. Choose Don't use mobile and web when prompted. 

You may then add your credit union accounts by navigating to the Add Account button in the upper left-hand side of the screen, denoted by the '+' symbol. Let us know if you see the same issues occurring in the test data file once this is attempted.

Regarding the Capital One account(s), do not attempt to add this in the test data file. I wanted to know what connection method was being used to add or link the account(s) to online banking services; What connection method are you currently making use of in order to add or link your accounts to online banking services? Please note that you can verify this anytime by going to Tools > Account List and then clicking on the Edit button in the row associated with the affected accounts. Next, go to the Online Services tab in the new window that appears afterward. The information we are looking for should be found under the Online Setup callout box.

I hope to hear more from you about your results, and to hearing your answers about account connections. I hope to work with you on this issue further, if necessary.  

Thank you,

Quicken Jared