Community Bank NA (CBNA.COM) downloads failing

solostorm

No error code. Most of the time it just fails (red dot). Sometimes it says it completed - but no new transactions appear.

Quicken Jasmine

Hello @solostorm,

Which connection method are you attempting to connect with? You can see the connection method by navigating to Tools > Account List.

Thanks!

solostorm

Hi Jasmine-

I'm attempting to use Express Web Connect. When that failed I pushed over recent transactions from the banks website. That apparently deactivated the previous state of being set up for Express Web Connect. Now it shows as not being set up for transaction downloads. So next, I tried again to activate downloads again. That failed - but at least it shows a CC-501 code. That's where it stands right now.

Thanks,

solostorm

Hi Jasmine-

Back again. OK, so I have two accounts with this bank. Both are again showing that they are now set up for Transaction Download. Both are "Direct Connect".

While an update is taking place a red dot appears indicating that the download fails. The failure has been consistent for a couple of weeks now.

Thanks.

Quicken Jasmine

Hello @solostorm,

Let’s try a few troubleshooting steps for this issue—these steps should resolve things for you, but if not, please come back and post more about your experience so we can investigate. 

First, backup your Quicken file.

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.