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.
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.
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.
