AmEx - No Downloaded Transactions

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This discussion was created from comments split from: no transactions to download.

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  • winhawkman
    winhawkman Member ✭✭
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    I'm having similar issues with my AMEX account. Tried various methods suggested above. Everything seems to be fine (i.e. the authorization process), but once tried to do download/update, nothing gets downloaded (last entry was about Nov. 5th and there are newer entries)

    I also notice on my AMEX ledger that the usual notation of date & time of last download is blank too.

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @winhawkman,

    If you haven't already, 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

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

    Hope this helps!

    -Quicken Anja
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  • winhawkman
    winhawkman Member ✭✭
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    Hello Quicken Anja…

    I've tried the above steps you've suggested. The problem still persist. All of my other accounts (at other banks) seems to be fine. Just AMEX…

    In the account list, "Last downloaded" column is empty.

    Also tried manually downloading .QFX file from AMEX. When I tried to import the file, Quicken seems to not recognize my existing AMEX account and would not import data from the file.

  • Quicken Anja
    Quicken Anja Moderator mod
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    Before moving forward, could please clarify the following:

    Is the account you're trying to connect the same as the existing AmEx account you have in Quicken and you're trying to link it? Or are you setting up a new and separate AmEx account in Quicken?

    Check back and let us know!

    -Quicken Anja
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  • winhawkman
    winhawkman Member ✭✭
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    Hello Quicken Anja

    I'm trying to connect/download to an existing AmEx account. Downloads have been working fine until around Nov. 5th, 2023

    Thanks!

  • Quicken Jasmine
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    Hello @winhawkman,

    Could you please navigate to the Online Services tab to verify that the account(s) are currently connected? You can see this by clicking the gear icon located in the top right corner of the account(s) > Edit account details > Online Services.

    Please let me know!

    -Quicken Jasmine

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  • winhawkman
    winhawkman Member ✭✭
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    Yes, this AmEx account is currently connected

  • Quicken Jasmine
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    Hello @winhawkman,

    If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. 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!

    -Quicken Jasmine

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  • winhawkman
    winhawkman Member ✭✭
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    Hi Quicken Jasmine,

    I've tried the steps you've suggested. Problem still persists.

    My other accounts at other banks seems to be working fine…

  • Quicken Jasmine
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    Hello @winhawkman,

    Just to make sure, did you deactivate all accounts for this financial institution?

    Thanks!

    -Quicken Jasmine

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  • winhawkman
    winhawkman Member ✭✭
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    Yes, I did deactivate ALL AMEX related accounts.

This discussion has been closed.