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Update message related to old American Express account

stwilliamsfl

Whenever I sync my accounts, I receive a message that says, "Your financial institution connection(s) need an update". The message lists an old American Express credit card account that is no longer active and I have closed the account in Quicken. I do have other active American Express accounts. The message has options to "Reauthorize" and "Remind me next time". I have run reauthorization but the message continues to appear. There is no option to dismiss the message from reoccurring. How can prevent this message from reoccuring.

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Accepted answers

UKR

Here goes … but read the instructions first, especially the last paragraph before you start working on it.

Please run this exact procedure, skipping no steps:

- Make a copy of your data file:
Click File / Copy or Backup File.
Select Create a Copy or Template. Click Next. Do not change any Copy Option settings. Save file under a new name in same folder as current Quicken data file. (The Copy process appears to be performing a record-by-record copy of the data file and not just a simple binary image copy. This has been reported as recovering some otherwise not repairable files)
- If Quicken reports an error creating the Copy file and you are using Q 2019+ repeat the Copy process, but this time press and hold SHIFT and CTRL while you click File / Copy. When prompted "Ignore errors that prevent file copy?" click "Yes". (On some systems, if SHIFT+CTRL doesn't get you the prompt, try just pressing and holding SHIFT) Note: This may cause some data loss.
- Open the copied file in Quicken.

- Now close and restart Quicken using this new file and try your failing action again. If it works, keep using the new file and abandon the old one.

The "Copy Template" process drops all online connections.
If you continue using the new file, you will have to reactivate all your bank download connections using Tools / Add Accounts and correctly LINK all accounts found at the banks to their respective existing account registers in Quicken.
Create backups of your data file after reactivating each bank. You want to have a current fallback position you can use if something goes wrong.

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UKR

old American Express credit card account that is no longer active and I have closed the account in Quicken.

What process or command have you used to close the account in Quicken? And when did you do that? (There once was a problem with closing an account in Quicken not correctly setting all flags and marking the account as deactivated)

BTW, to successfully run a reauthorization, all accounts with the same AmEx ID and password need to be deactivated first. When done backup your data file, then use Tools / Add Account to reactivate all accounts and LINK them correctly to the existing account registers.

stwilliamsfl

I closed the account in Quicken in 2017 by editing the account and selecting "Close Account" in "Display Options" tab, which says doing this will stop downloads. So I probably did not deactivate downloads before closing the account. I looked at my account list and this closed account indicates "Transaction Download" is active. The message that pops up (and I want to stop from occuring) says American Express is transitioning to a different connection method. I had not received this message until sometime after American Express changed to a different connection method. So Quicken is informing me I should should reauthorize this account because it thinks downloads are active and the connection method needs to change, even though this account is closed. Since the account is closed, Quicken won't let me edit it to deactivate downloads. Is there another way to change the Transaction Download attribute for a closed account? It seems this should happen automatically when an account is closed.

UKR

The following should fix the problem with this account not being properly marked closed in Quicken … yes, it appears you have run into that bug from years ago …

If you haven't done so already, please do the following actions:
• Even if you are on the latest software level already, download and install the latest Manual Patch file from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product to ensure your Quicken software is up to date and correctly installed.
• Reboot Windows.
• Start Quicken. Do not run One Step Update.
• Run BOTH Validate and Supervalidate to attempt to repair your Quicken data file.
• If nothing helps, there's one last thing to try. I'll give you that process if you need it.

Validate and Supervalidate instructions
First save a backup file prior to performing these steps
Validate:
• Click File
• Select Validate and Repair File...
• Select Validate File
• If the data file contains investment accounts also select "Rebuild investing lots".
• If you suspect that a damaged Quotes Price History causes your problems, also select "Correct investing price history" functions "Delete" or "Repair and Rebuild".
• Click OK
• Close the Data Log
• Close Quicken (leave it closed for about 30 secs)
• Reopen Quicken and see if the issue persists.

Super Validate:
• Click File
• Press and hold both CTRL and Shift keys while you click Validate and Repair File...
• Select Supervalidate File
• Click OK
• Close the Data Log
• Close Quicken (leave it closed for about 30 secs)
• Reopen Quicken and see if the issue persists.

stwilliamsfl

I followed your instructions, installing the latest update patch manually as well as the validate and supervalidate instructions, but unfortunately still see this issue.

UKR

Here goes … but read the instructions first, especially the last paragraph before you start working on it.

Please run this exact procedure, skipping no steps:

- Now close and restart Quicken using this new file and try your failing action again. If it works, keep using the new file and abandon the old one.

The "Copy Template" process drops all online connections.
If you continue using the new file, you will have to reactivate all your bank download connections using Tools / Add Accounts and correctly LINK all accounts found at the banks to their respective existing account registers in Quicken.
Create backups of your data file after reactivating each bank. You want to have a current fallback position you can use if something goes wrong.

stwilliamsfl

That worked! A bit tedious reactivating my online accounts, but the issue no longer occurs. Thanks for your help!

UKR

Glad to hear that your problem is now resolved. Thanks for your patience.