Download Activity Problems

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WICruiser
WICruiser Member ✭✭

I am having probems downloading bank tractions from Chase and BMO Harris. One step update appears to complete but no transactions are downloaded. The accounts are all using either Express Web Connect or Express Web Connect+. If I go to the respeoctive bank website and download the transactions they appear in Quicken.

If I go to the account list the last download dates are either not available or nothing anywhere near a current date. This applies to investment accounts as well even though they appear to download correctly.

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  • Quicken Kristina
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    Hello @WICruiser,

    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. When did the issue start? Which version of Quicken were you using when the issue started? Did both financial institutions stop downloading at the same time? If you haven't already done so, I recommend following the troubleshooting in this article on Missing some Transactions or new Transactions did not download from my bank.

    Thank you.

    Quicken Kristina

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  • WICruiser
    WICruiser Member ✭✭
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    The issue started in early August.

    I am running version R51.12 build 27.1.51.12

    Both institutions stopped downloading at the same time. Both institutions transactions can be downloaded by going to their respective websites and downloading account information to Quicken.

    I reviewed the article and other thane resetting all my accounts I think I have done everything else.

  • Quicken Kristina
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    Thank you for your reply,

    Do you have cloud sync turned on (you can check that by going to Edit>Preferences>Mobile & Web and looking to see if the Sync switch is in the On position)? Do you sync with the cloud during One Step Update? Do you have multiple login IDs with the financial institutions? Do you update financial institutions individually or do you update everything all at once using One Step Update?

    Thank you.

    Quicken Kristina

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  • WICruiser
    WICruiser Member ✭✭
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    Snyc is turned off.

    I do not sync with the cloud that I know of.

    I do have multiple login IDs with BMO Harris but not with Chase.

    I update all accounts at once using One Step Update.

  • Quicken Kristina
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    Thank you for your reply,

    Please try to update those accounts by going to the gear icon at the upper right of the register and selecting the Update Now option.

    If those accounts still do not download, then please backup your Quicken file and try resetting the accounts. Resetting is not the same as deactivating. You would go to Tools>Account List, click the Edit button next to the account, go to the Online Services tab, and click the Reset Account button (repeat this process for each account having this problem).

    Once you finish resetting the affected accounts, please try updating the accounts again. If the issue persists, please let me know so we can continue troubleshooting.

    Thank you.

    Quicken Kristina

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  • WICruiser
    WICruiser Member ✭✭
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    I reset several accounts and at least one account appeared to download correctly today. The resetting process is painful as even though the entire list of accounts at an institution are listed during the process only one account can be linked to an existing account meaning that to reset 5 accounts I need to go through the process 5 times (very painful).

    If I use the gear icon "update now" approach do all the accounts at a given institution update or only the selected account?

  • Quicken Kristina
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    Thank you for your response,

    If you use the gear icon "update now", that should update all accounts under the same login ID with that financial institution.

    Thank you.

    Quicken Kristina

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  • WICruiser
    WICruiser Member ✭✭
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    BMO Harris continues to not download from Quicken. I have reset accounts and it still does not download using one-step update. If I attempt to use the gear icon and update the update button is ghosted preventing that approach. If I go to the BMO website and download transactions to Quicken it updates correctly.

    Chase accounts appear to be updating correctly using one-step at the moment.

  • Quicken Kristina
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    Thank you for your reply,

    I'm glad to hear Chase is downloading properly. To continue troubleshooting the issue with BMO Harris, please backup your Quicken file, deactivate the account(s), then reconnect by going to Tools>Add Account and follow the prompts, being careful to link each account to the correct name in Quicken.

    Thank you.

    Quicken Kristina

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  • WICruiser
    WICruiser Member ✭✭
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    Once again I reset the BMO accounts (each individually) and one step update appears to be working (only one of several accounts had an upfate). It is extremely frustrating that when resetting the accounts the full account list at BMO comes up but only one account at a time can be linked to Quicken, all of the others are defaulted to not link without the ability to change.

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    After creating a backup of your data file, try deactivating all BMO accounts. Then quit and restart Quicken. Use Tools / Add Accounts to pretend you're adding accounts for a new bank. Select the financial institution from the list.
    When you get to the list of accounts found at the bank, you can now LINK each bank account to the existing account register. For each account listed, click the Add / Link button and carefully select the correct account register from the popup selection list.
    Do not cross-link accounts or you won't like the results!

  • dvmdoc
    dvmdoc Member ✭✭
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    @WICruiser

    What version of WIndows are you running? see my thread here on one-step update problems-

  • WICruiser
    WICruiser Member ✭✭
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    I am running Windows 10 version 22H2; OS Build 19045.3324.

    Like others have reported it seems the download problems appeared (or reappeared) afte the latest Quicken update. It is as if the update changed something that broke the link between Quicken and the financial institutions and to restore the functionality you need to restore those connections.

  • WICruiser
    WICruiser Member ✭✭
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    Problem has returned where nothing is updating again. I was gone a few days and now nothing is updating from Chase or BMO again. I don't want to go through the painful process of resetting each individual account again, there must be a better way?

  • WICruiser
    WICruiser Member ✭✭
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    The problem continues with both BMO and Chase, this is crazy, I need to find a alternative software that will work on consistent basis.

  • WICruiser
    WICruiser Member ✭✭
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    I followed the process from another user's post that basically had me sign out and back into the Quicken web connection and that appears to have resolved the problem without resetting any accounts.

This discussion has been closed.