Crest Savings Bank transactions not downloading

crestclan

Hi,
Transactions from Crest Savings Bank are not downloading. When I update, Quicken shows that I'm connecting with the Bank, but transactions are not downloading. Help!!

Quicken Jasmine

Hello @crestclan,

Thank you for contacting the Quicken Community, though I do apologize that you are also experiencing this error. 

Are you receiving any error codes or messages?

First, I suggest creating a test file and adding the Crest Savings Bank account(s) to see if it produces the same issue with transactions not downloading. 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. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response. 

crestclan

Hi,
Thank you for responding. I did these steps and the bank balance downloaded, but the transactions didn't. Late yesterday, the transactions downloaded after I performed the 1 step update. Now, again today, the transactions are not downloading.

Quicken Jasmine

Hello @crestclan,

Thank you for providing more information and attempting the test file. 

Next, I suggest that you sign out of your main data file completely and then sign back in. In doing so, you will refresh the registration token for your Online Connected Services.

Please follow the steps below in order to do so.

1. Navigate to Edit
2. Preferences...
3. Quicken ID & Cloud accounts
4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
5. Follow the prompts to Sign Out 
6. Sign back in using your Quicken ID (email) and password 

Please let me know how this goes!

crestclan

Hi,
Thank you sending me another possible fix, but unfortunately this did not work.

Quicken Jasmine

Hello @crestclan,

Thank you for attempting those steps. 

Due to the previous troubleshooting steps not working and the results of the test file, I recommend reaching out to Crest Savings Bank for further assistance as this indicates that there may be an issue with the information they are sending through the servers. It is suggested to request to speak to a tier 2 representative or a supervisor as they are generally more familiar with third-party applications such as Quicken. 

I apologize that I could not be of more assistance!