DCU not downloading transactions

Smokey7422

I've noticed since around February 3, 2023, DCU has stopped downloading my transactions. I was using the Direct Connect feature. They claim they don't do that and they no longer provide QFX files. Is anyone else experiencing this problem?

Quicken Jasmine

Hello @Smokey7422,

Thank you for reaching out to the Quicken Community with this issue. 

You can connect to Digital Federal Credit Union using Express Web Connect and Web Connect (see screenshot). When re-adding your accounts, you can click "Advanced Option" located on the bottom left hand of the screen where you input your login information to see the connection methods offered by a financial institution. 


If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Please let me know how this goes!

tananthar

My DCU accounts stopped downloading transactions after 2/6/23 : There are no errors during the update process. I tried Jasmine's suggestion to deactivate online access for all DCU accounts and then reactivated them. All seems to go without errors but the subsequent One Step download again claims all DCU accounts have been downloaded, but no transactions after 2/6/23 are downloaded.

Quicken Jasmine

Hello @tananthar, 

Thank you for joining this thread to share that you are also experiencing this issue. 

I suggest creating a test file and adding the Digital Federal Credit Union 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. 

tananthar

I created a test file and added the DCU account and it did download all transactions for the last 2 years, including those after Feb 6, 2023 that are NOT downloading in my main Quicken File. But I don't see how that helps me with downloading DCU transactions in my main Quiken File.

tananthar

I also tried resetting the DTSTART date to 2/6/2023 (from 2/10/2023) and dowloading again, but no transactions downloaded and DTSTART is still set to 2/6/2023 : https://community.quicken.com/discussion/comment/20339059#Comment_20339059