One Step Update

AM
AM Quicken Windows 2017 Member ✭✭✭

I am just curious why it requires 3 listed connections to download my current transactions from Bank of America? I have a checking account, a savings account, and two credit card accounts. I would readily understand one connection, two connections, or four connections . . . but not three. It required only two, until this week's issues with One Step Update. Now, it requires three. Please explain.

Best Answer

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    It is liikely because you activated the accounts separately at different times.

    If you want just one login, deactivate all the B of A accounts and then Add them all at the same time, making sure they get linked to the correct Quicken accounts.

    Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.

Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    It is liikely because you activated the accounts separately at different times.

    If you want just one login, deactivate all the B of A accounts and then Add them all at the same time, making sure they get linked to the correct Quicken accounts.

    Quicken user since version 2 for DOS, now using QWin Premier (US) on Win10 Pro.

  • AM
    AM Quicken Windows 2017 Member ✭✭✭
    edited March 2023

    Your theory has proven correct! I deactivated all four Bank of America accounts, then reactivated them, and I have just one connection appearing, as you predicted. I'm very happy about this, because I LOVE One Step Update . . . now that it FINALLY works, after years of NOT working. That, alone, is worth the price of the annual subscription. Thank you, so much, for your help!

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