Quicken fails to add connected account to "Download Transactions"

Opwernby

Over the last couple of months, I've set up online banking for two credit card accounts, and Quicken has successfully connected to the respective banks and downloaded transactions. However, when I try to do "Update Now" on the accounts, the option is greyed out, and the "Update Settings" window doesn't show the accounts or let me add them. If I go to the individual account settings and do "Reset" then it works and says it's all good… but it isn't: the problem persists. There appears to be nothing I can do to convince Quicken that the accounts are valid for updating. Attached images show the setup for one of them; the other is much the same.

Quicken Kristina

Hello @Opwernby,

Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. Did the issue start immediately after you added the accounts, or did it work for a while, then stop seeing them available for the One Step Update? Do you keep your Quicken file on your C drive or is it on a shared network drive?  Is your Quicken file synced with any cloud service, such as One Drive or Dropbox (if it is, you will usually see the service name listed in the file location)? 

The simplest way to check your file location, if you have Quicken up and the file open, is to click on File, then look near the bottom of the list, just above where it says Exit.  It will list the file locations for the 4 Quicken files you have most recently accessed, with the one you are currently in at the #1 spot.

Thank you.

Opwernby

Hi, Kristina,

The one in this example behaved like this as soon as I set up the online banking for it. The other worked for a while, then one day stopped working, so I disconnected it from the bank and reconnected it again. It seems that this started happening at a specific time, i.e. nothing I've tried to connect since that time has worked — possibly after an update, about two months ago.

The file is on my drive E: actually, and is in a folder which syncs to OneDrive. The other accounts in the setup (there are eight of them) all sync with the bank just fine…

Thanks.

D

Quicken Kristina

Thank you for your reply,

I suggest that you try validating and/or super validating your data file.  Please save a backup file prior to performing these steps.

Validate: 

1. File
2. Validate and Repair File...
3. Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

1. File
2. Hold CTRL + Shift and click Validate and Repair File...
3. Super Validate File
4. Click OK
5. Close the Data Log
6. Close Quicken (leave it closed for at least 5 secs)
7. Reopen Quicken and see if the issue persists.   

Thank you.

Opwernby

Hi, Kristina — no, that didn't change anything, unfortunately. Here's what Super Validation says — the regular one says much the same thing. Note the "old file was corrupt" notification - perhaps that tells us something?

[Wed Jun 07 00:01:35 2023]

File: "F:\OneDrive\Documents\Quicken\QDATA"

QDF:
Validating your data.
No errors.

QEL:
The old file was corrupt and only some of the data has been recovered.

QEL:
All internal consistency checks passed.

[Wed Jun 07 00:01:53 2023]
Maximum security reference: 16, number of securities: 16.
No out-of-range security references found.

Super validation has completed.

Quicken Kristina

Thank you for your reply,

The next step would be to restore a backup from before the issue started, if possible, and check to see if the issue is happening in the newly restored file.

Thank you.