Downloading from USAA

USAA is downloading my transactions to old accounts.


  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @Carol S,

    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 exactly is occurring? Were you able to successfully migrate and link your accounts, however, transactions are downloading into the incorrect accounts? Do you receive any error codes or messages? How long has this been occurring? Since you migrated to the new connection method (EWC+)?

    I look forward to your response.

    -Quicken Jasmine
  • Carol S
    Carol S Member

    USAA renamed my accounts at some point last year. They are the same accounts but different discriptions. When I downloaded, the transactions went to the old named accounts. I had to move the transactions to the correct accounts and delete the old named accounts. The balance was not correct so I had to do a balance adjustment to match the balance from the bank. I do not like to do this. This morning when I downloaded from USAA the balance in my account does not match because there are 2 charges from Saturday that should be pending but appear as charges. This is so frustrating! Ever since this new method of connecting to my bank I have had nothing but problems. Is it Quicken or the bank responsibile for the mixup?

  • USAA user
    USAA user Member
    edited March 15


  • Carol S
    Carol S Member

    My transactions are not downloading properly from USAA. It shows them cleared on the website but they do not reconcile in my account. Also, there are instances where the transaction does not identify the account.

  • LouieD14
    LouieD14 Member

    I am having the same issue. More specifically, the transactions that are pending on my USAA account Quicken balances wants to show as cleared in order to reconcile to a zero balance difference.

  • Carol S
    Carol S Member

    This is exactly what is happening to me. This has been happening since the new conversion to the cloud.

  • law1950
    law1950 Member

    USAA download is not bringing forth the memo as before - not showing who the download is from

  • tpatfl
    tpatfl Member

    I'm also having a downloading problem. Six transactions within the past 2 weeks are pending on the USAA website, but an update shows 0 new transactions. However, the Balance on the account on the One Step Update Summary (including the missing 6 transactions) agrees with the website. Seems like a connection is established to get the balance, but newer transactions do not download.

  • islandman307
    islandman307 Member

    After making lastes changes for USAA downloading, I am not getting any notices in the download summary that USAA accounts have downloaded (other companies do show the downloads occurred).

  • Children3
    Children3 Member

    I am not able to download USAA transactions at all, despite disconnecting and reconnecting account several times. Major bugs have occurred since the request to update for USAA.

  • drc
    drc Member

    same issue. this has been going on for two weeks with promises that Quicken will be in touch when resolved. My subscription comes up for renewal during April. I'm not going to renew if this is not resolved in the next weei.

  • Same. Did the uodate on USAA web site. Didn't change a thing. Still no downloads for two weeks.

  • MVW
    MVW Member ✭✭
    Worked for me today (3-20-23). I did get a message that USAA and Quicken 'updated' their talking and I had to reauthorize Quicken to take my information from USAA (on USAA website) but everything worked for me. {Quicken R48.9 build}
  • My bad. Did an update today that downloaded all the "missing-in-action" transactions. Who knows? Perhaps all is well.

  • Carol S
    Carol S Member

    USAA transactions are not downloading. They do not show as cleared. I have to manually clear them to balance to the bank.

  • elledgecj
    elledgecj Member

    No sense to leaving a comment. There is a long list of unanswered questions already. Too bad Quicken doesn't provide some support.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello All,

    Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

    We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.

    While you will not receive a response through this submission, these reports will help our teams further investigate the issue. The more problem reports we receive, the better.

    We apologize for any inconvenience! Thank you.

    -Quicken Jasmine
  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello All,

    If anyone is still experiencing this issue, would you mind submitting your logs using the instructions in my previous response? After doing so, please come back to this thread and let us know that you are still experiencing this issue and have submitted logs.

    Thank you!

    -Quicken Jasmine