Reset Account in order to download posted items

mazur777

Almost always I have to reset my Wintrust bank account in order to download posted transactions in a timely manner. Once I reset transactions download. What would cause this? Other solutions?

Windows 10

Version R51.12

Build 27.1.51.12

Quicken Anja

Hello @mazur777,

Thank you for reaching out to the Community and telling us about your issue, though we apologize that you are experiencing this.

Before you begin any troubleshooting, please save a backup of your data file first (just in case).

Then, I suggest you try to deactivate all accounts for this financial institution, and force Quicken to "rediscover" all available accounts and see if this will help permanently resolve the issue. Please, follow the instructions below in order to do so.

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Let us know how it goes!

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Quicken Anja

Thank you for following up, though I'm sorry to hear that the issue persists.

Next, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

1. Navigate to Edit
2. Preferences...
3. Quicken ID & Cloud accounts
4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
5. Follow the prompts to Sign Out
6. Sign back in using your Quicken ID (email) and password

Let us know how it goes!

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PRD

you say the transactions don’t download in a timely manner. That suggests they do eventually download. Do they show up when you download the next day? I ask, because that is what I see on my bank accounts. What I see:

* the transactions download the next day. In fact. They download if I try the update after noon.

* the online account balance in the register does reflect the transactions, even though the transactions are not downloaded.

I thought the issue might be that the Quicken server getting the data from the bank is in the west, while my bank is in the east. I was thinking the timestamp at the bank might show it was loaded after the extract was run, ignoring time zones. For example, if the bank loaded the tax at 6am EST, and I did the update at 8am EST, the Quicken server in the west would being doing the pull at 5 PST. So ignoring time zones, the pull was at 5, while the data was loaded at 6.

someone else though the issue was that Quicken preloaded data into its servers, and might have run before the tax was loaded by the bank.

hope all this makes sense. Just theory of course.

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