Renasant Bank Download

dbrogers

Still cannot get updates from this Bank, Will we get a CREDIT to our quicken account? Over a month now and its still not working.

Boatnmaniac

Does this Alert (ONGOING 7/12/23 Renasant Direct Connect QN - CC-502/FDP-102) sound like the issue you are experiencing?

If not, it would be helpful to know some details regarding the issue you are having (description, error code, etc.).

Will we get a CREDIT to our quicken account?

You can always contact Quicken Support to request a credit be issued to you but don't be surprised if your request is denied, especially true if the connection issue is due to an issue at the financial institution (which is often the case with Direct Connect connections). I do not recall any instance in which Quicken issued credit(s) for connection issues with specific financial institutions but then, again, I am not a Quicken employee so I would not have access to that kind of information.

dbrogers

Thanks, My frustration is that this is still not fixed. If this were a huge bank that affected a large percentage of Quicken users it would be resolved by now.

Boatnmaniac

I can certainly understand the frustration because I've been there many times over the years, myself.

This Alert was first posted on 6/28 so it hasn't even been a month and, quite frankly, it is not uncommon for issues to take longer than that to be resolved….even with very large financial institutions. One good example of a larger bank still having ongoing connection issues since last January is Navy Federal Credit Union. I, myself, have experience connection issues in the past with Chase, E-Trade, Sun Trust and others that lasted for months.

Have you tried doing any of the more common troubleshooting steps, such as the following? What were the results? (If you try any of these, be sure to backup your data file before proceeding.):

1. Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Update Now.
2. Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Reset Account.
3. Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate > Setup Up Now (then making sure the data downloaded is Linked to the existing account in Quicken).

Fortunately for you it looks like Renasant supports 3 different methods for downloading transactions into Quicken. Many banks offer only 1-2 connection methods.

• DIRECT CONNECT (DC): A 2-way communication method in which Quicken connects directly with the bank.
• EXPRESS WEB CONNECT (EWC): A 1-way communication method in which Quicken generally will obtain accounts data from the bank at night and hold it on their server pending your request for it to be downloaded into Quicken.
• WEB CONNECT (WC): A manual download and import process from your online bank account.

Which connection method is your account set up with? You can determine this by looking in Account List, by viewing the Online Services tab of Account Details for the account or by looking directly below the Account Name that is shown at the top left of the Account Register.

I suspect that the issue this Alert is about regards EWC connections because it references a CC-502 error code and CC error codes are usually related to EWC connection issues. If you would confirm your connection method we can explore the other connection options for getting transactions downloaded into Quicken.

dbrogers

I am an old fart, I've been using Quicken since the early 1990's. I'm sorry but I don't have the knowledge, patience or the time to go through the above. All I know is that I got a response saying Quicken was working on the problem and there was no ETA for a resolution.

Boatnmaniac

Everyone needs to decide what's most important to them and what their priorities are. I applaud you for knowing what yours are.

All I can say now is to be patient. Quicken never says what the ETA for a fix will be. These Announcements are simply an acknowledgement of the issue and letting us know that it is being addressed. It might be days, weeks or even months but one day in the future we will get an update on the issue stating that it is resolved….or more likely, one day the connection fix will be implemented without any notice that it was fixed.

If at some point you change your mind and want to further explore the troubleshooting steps and your connection options, please post back here and I or someone else will try to be of assistance.

Charper71

This problem was resolved, although it asked for a text verification code every time, but the same problem has returned.