New USAA downloads have completely messed years work of Quicken data

Question

Several weeks ago the "new improved download" function resulted in an account list full of duplicates, each with different start and end dates, instead of a running list of transactions as I have had for decades. This has been a particularly busy time for me so I am only able to limp along with knowing my current balance. But I have relied on an accurate resource on finances for years and am distraught that this has been disrupted. At this point it will take me hours (days even) to rebuild a reliable archive and there is no indication that it won't be blown up again.  Is this a known problem and what is the fix?

amcmanana · Answer

Thank you, Quicken Kristina. I'll try that route.

Quicken Kristina · Answer

Thank you for your reply,

You may benefit from talking with Quicken Support directly as they can walk you through troubleshooting steps in real-time and escalate the situation as needed.  The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!

amcmanana · Answer

"Could you clarify what you meant in your second post when you said that there's no error, but its a new download every time you do it?" - This was in answer to gkuper's question. I see no error msgs.

"Is it downloading into a new account every time?" Yes it keeps adding new accounts, with a new number, e.g. Checking 1, Checking 2,

"What prompts are you getting when you try to update your accounts? Multiple times (since Jan? Feb?) I saw notices that the USAA Quicken update was new and improved.  Each time there were different prompts and sometimes it worked and sometimes no update happened.  I didn't access my accounts for several weeks (due to surgery then a vacation).  But my most recent attempt sure enough there was a new interface in the download operation and it had several questions I needed to answer during the download. I answered as best I could and ended up with several new versions of the accounts - some with months of TXes, some with just a handful.

I must admit I have never worried about Quicken going terribly wrong and I'm afraid I do not have a reliable backup of years of financial data. In fact - I am not sure I can even recreate a complete banking picture for 2022!

I think I need to talk directly to someone who knows the issues either from USAA or from Quicken or both.