Constantly having to reset Fulton Bank NA accounts

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  • Brian D. Saylor
    Brian D. Saylor Member ✭✭✭
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    I am having the same issue with my financial institution (Fulton Bank NA). I have to go through all 13 accounts and reset them and hope it pulls transactions. I am not getting any errors. This has been going on for a few months now. I usually don't have 30+ minutes to sit and reset all of my accounts and hope it pulls transactions. Evidently this has been a bug before (2022ish) couldn't find any answers with troubleshooting that resolved the issue though.

  • Quicken Kristina
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    Hello @Brian D. Saylor,

    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 this issue first start? Which version of Quicken were you using when it started? Are you doing any troubleshooting prior to resetting the accounts(This article provides steps for when transactions are missing or new transactions aren't downloading)? How often is this happening? Is there any pattern to the behavior?

    Thank you.

    Quicken Kristina

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  • Brian D. Saylor
    Brian D. Saylor Member ✭✭✭
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    The issue has been going on since early July (I hadn't really payed attention until now). I have been using the most current version since the issue started (I have auto updates enabled) and am currently on R52.20 Build 27.1.52.20 with the same issue. I followed all the troubleshooting steps in the given article with no change. When you ask "How often is this happening?" are you referring to how often I have to reset the accounts or how often is doesn't download transactions? I am still missing transactions from July, August and September from one account in particular, but I am missing transactions in all 13 of my accounts from Fulton Bank. I tried to export a QXF file from that account for the missing transactions and ended up with a large amount of duplicate transactions. I also tried going to the Online Center and resetting the DTSTART to a date just prior to when the missing transactions are and that still didn't resolve the issue. Fulton uses Web Connect but does not restrict transaction downloads until the statement closing date, like is stated in your linked article, there are times when it used to even pull pending transactions into the accounts.

  • Quicken Kristina
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    Thank you for your reply,

    After resetting an account, does it work properly for a while, or does it fail to download the next time you try to update your accounts? Have you checked for any inactive or closed accounts with that financial institution that may still be trying to connect in Quicken? To check, you would go to Tools>Account List. If there is a checkbox to show hidden accounts, make sure to select that option.

    Then, check for any inactive or closed accounts that think they're still connected in Quicken. To see if they think they're still connected, look in the Transaction Download column. If the word "yes" is in that column, then Quicken thinks the account is connected.

    If there are any inactive or closed accounts that are connected in Quicken, please backup your Quicken file, then deactivate those accounts and test to see if that corrects the issue.

    Thank you.

    Quicken Kristina

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