quicken missing USAA data

brucejmac

I have deactivated/reactivated my USAA account 3 times -- so have talked with 3 different USAA website support techs. I was finally told today by the most recent tech that USAA is unable to 'recover' the missing data (almost 2 months!!) and I would have to manually enter them.
Since the transactions are still visible online at USAA, why can't USAA upload these data? When I reactivate the account it states that it is downloading 1450 days worth of data...
This makes no sense to me whatsoever.

Frankx

Hi @brucejmac,

It is unfortunate that you have been having those problems with your USAA account.  Can you tell me the "download method" that is currently setup in your Quicken datafile for your USAA accounts - (either "Direct Connect", "Express Web Connect" or "Web Connect")?

Frankx

brucejmac

Thanks Frank,
It's Direct Connect. I've done the reactivation with USAA's direction and have the access ID and pin. Have done it 3 times... same result.
Bruce

Frankx

Hi again @brucejmac

Since you haven't been successful downloading the older data via Direct Connect, have you considered trying to download a .qfx file from the USAA website for import into your datafile?  Given your inability to download past data via Direct Connect, that may be the easiest way to complete your account history at this time.

Frankx

brucejmac

Thank you Frank,
That's a good thought.
Just thought between Quicken and USAA they would have had a simpler solution...

Koki2

Bruce/Frank - I have just encountered the same problem with historical data and looked into downloading the older data to a .qfx file. Within USAA there doesn't seem to be a way to download anything but a .csv file. Do you know differently? Thanks, Alison

Frankx

Hi @Koki2

You can't import .csv files directly into Quicken.  However you can convert a .csv file to a .qif file - and then import the .qif file into Quicken.  And a conversion program (which was developed by a fellow Quicken community member) is available for free. 

I suggest that you go to this website -  www.quicknperlwiz.com - and look for "ImportQIF"
for more information.

Frankx

mlhowe1

How about Quicken just fix this issue.

brucejmac

In the end I went back and manually entered the data. PITB, but that is the service you get with quicken and USAA these days.

Maybe with all the tech layoffs they both will be able to hire more talented programers??