Is anyone having trouble downloading transactions from TEchnology Credit Union in San Jose, CA?

I've been downloading from this credit union for many years but two weeks ago it stopped working. I've tried resetting the account, updating quicken, communicating with the credit union with no progress. When trying to downloading the only message is "an error has occurred" and the window closes.


  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @scox94306,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    Aside from the error message you receive, does there happen to be any specific error code(s) displayed as well that you can provide us with here, please?

    Thank you!
    -Quicken Anja
  • scox94306
    scox94306 Member ✭✭
    Thanks for your response. No other error message is shown. The update window opens, attempts to connect to the credit union, the message “an error has occurred” is shown and the window closes. All other accounts update properly.

    I’ve reached out to the credit union but no response yet. No sure what else I can do to diagnose the problem.
  • Quicken Anja
    Quicken Anja Moderator mod
    Thank you for following up with additional details.

    To start with, I suggest that you create a new (test) file to see if you experience the same issue/error in a new file as well. In doing so, we will be able to determine whether or not this is caused by an issue within your current data file.

    Follow the steps below to create a test file:
    1. Choose File menu > New Quicken File.Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    2. Select New Quicken File.Advanced Data File Troubleshooting to Correct Problems With Quicken for Windows
    3. Click OK.
    4. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to easily be able to tell it apart from your main file. Advanced Data File Troubleshooting to Correct Problems With Quicken for WindowsDon'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.
    5. Sign in with your Quicken ID (if prompted). If you are prompted to create a Quicken ID, click Sign In under the Create Account prompt. 
    6. Select to not use Mobile (if prompted).
    7. Click Add Account and try adding the account you were unable to connect in your original file.

    After adding accounts, see if you are experiencing the same problem in this test file. From there, you can then switch back to your original file. 

    Follow the steps below to switch files:

    1. Click the File menu.
    2. Look near the bottom of the options list.
    3. Select the data file you want to open. 

    Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.

    Let us know how it goes!

    -Quicken Anja
  • scox94306
    scox94306 Member ✭✭
    Hi Anja, thanks for your suggestion. I opened a test quicken file and was able to add the accounts in question and download the transactions. I then was able to deactivate and then reconnect the accounts in my active file. Once this was completed I noticed the accounts were connected to the Credit Union via Direct Connect. However, they reconnected using Express Web Connect. I'm not sure of the difference but it's working now. Appreciate your help.
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