Transaction Updates Stop Without Error Code

Until Jan 8 I have been updating several accounts by downloading transactions from my local credit union with no issues. Now no new transactions are downloaded with the update process and the update summary shows success. Accounts at other institutions are continuing just fine. I can manually export from the credit union, but not into quicken. Any thoughts?

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @NGN,

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

    Before I can further assist you, I require some more information. What is the financial institution that you are experiencing this issue with? What is the connection method with said financial institution? You can see the connection method by navigating to Settings > Downloads > Connection Type. What exactly occurs when attempting to download transactions? 

    I look forward to your response. 
    -Quicken Jasmine
  • NGN
    NGN Member ✭✭
    Hi Jasmine, the bank is EFCU Financial in Baton Rouge LA. The connection type is Quicken Connect. When I do the Update process, no new transactions are downloaded to the Quicken register. I get no error messages, in fact the update report shows success for all accounts to that bank. This all began about Jan 8 or 9. Hope this rings a bell. Thanks.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @NGN

    Thank you for providing more information. 

    First, I suggest creating a test file and adding the EFCU Financial account(s) to see if the same issue occurs regarding no transactions downloading. You can create a test file by navigating to File > New > Start from Scratch. It is recommended to save a backup before proceeding (just in case). 

    Please let me know how this goes. 
    -Quicken Jasmine
  • NGN
    NGN Member ✭✭
    Hi Jasmine, thanks for getting back to me. I made a new test acct and populated it with one of the EFCU accts. It worked perfectly -- no issues! When I tried to update the old file, I could not download any transactions, even though there should have been new ones. I returned to the test file and added two more of the EFCU accts. They were created successfully, but did not recover the transaction history, just created a current balance. So the originally created test acct was populated with many records, but the two additions only one each. Odd.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    edited January 15
    Hello @NGN,

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

    First, I suggest that you navigate back to your main file in order to sign out of your data file completely and then sign back in. In doing so, you will refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.
    1. Navigate to the Quicken dropdown menu
    2. Sign Out...
    3. Sign back in using your Quicken ID (email) and password 
    4. Follow the prompts to be taken back to your data file after signing in

    Please let me know how it goes!
    -Quicken Jasmine
  • NGN
    NGN Member ✭✭
    I’m sorry Jasmine, but I cannot find my way to this menu. I am using Quicken for Mac version 6.11.3. I did find a sign out menu choice under the main quicken menu; signing out and in did nothing for the issue.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @NGN

    I apologize for the miscommunication. 

    I have updated my response to reflect the correct troubleshooting steps. 

    I hope this helps!
    -Quicken Jasmine
  • NGN
    NGN Member ✭✭
    Hi Jasmine, I tried your revised instructions with no effect. I then shut down the computer and cold booted. No effect. Still cannot download transactions from EFCU. Norm.
  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @NGN,

    Thank you for attempting those troubleshooting steps. 

    Next, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. 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 > Add Account...
    10. Use the search field at the top of the list to find and select your financial institution and click Continue
    11. Follow the prompts to sign in using your login credentials associated with the financial institution
    12. 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. 
    -Quicken Jasmine
  • NGN
    NGN Member ✭✭
    Hi again, I tried your new instructions without any problems. It did not, however, cure the issue. So it is still true that I get no error messages during an update for any of the accounts at EFCU but no updates have shown up since Jan 7. Any more ideas? -- Norm
  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @NGN,

    Thank you for reaching out to the Community and trying the troubleshooting instructions previously provided by @Quicken Jasmine, though we apologize that the previous steps provided have failed to resolve the issue thus far.

    At this point, we would recommend that you reach out to Quicken Support directly instead, for more extensive troubleshooting and possible escalation if they see fit.

    We apologize that efforts from the Community were unable to resolve this for you! Thank you.
    -Quicken Anja