How to fix USAA transaction downloads to quicken?

Kstewart
Kstewart Quicken Windows Subscription Member ✭✭
edited December 2023 in Errors and Troubleshooting (Windows)

Not able to update quicken accounts from USAA. Don't receive any error messages. Get "download complete" but no transactions. Have tried updating the accounts and a different browser. Please advise

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Kstewart,

    To start troubleshooting this issue, I recommend you follow the steps in this article on when transactions are missing or not downloading.

    Thank you.

    Quicken Kristina

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  • Kstewart
    Kstewart Quicken Windows Subscription Member ✭✭

    Went through all troubleshooting article. The transactions are not downloading from USAA. My last successful download wast 8/23/23. Though I have a download complete message up to 11/4/23.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Since the steps in that article did not resolve the issue, I performed a refresh on our end. Please try updating the accounts again by going to the Account Actions gear near the upper right of the account register and selecting Update Now.

    image.png

    If the transactions still will not download, the next step is to reset the problem accounts. To do that, first, backup your Quicken file, then go to Tools>Account List and click the Edit button next to the problem account. Go to the Online Services tab. You should see a Reset Account button. Click that button and follow the prompts. Repeat this process for each USAA account that is not downloading.

    Reset Account button copy.png

    Please let me know how it goes!

    Quicken Kristina

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