Wells Fargo connection update corrupts update list. How to repair this?

DDM444

Windows Version R53.16

Because this issue is complex to describe well, I have attached a PDF document detailing what happened (with screen shots) and what the current symptoms are now. Here is a summary of what appeared to happen.

1. As instructed by Quicken's update window I attempted to update the Wells Fargo connection.
2. At the Add Account window, Quicken showed the correct account, but also showed a "Nickname in Quicken" value that was a different credit card account for a different company (Best Buy)!
3. I proceeded to allowing linking to the correct account with the unexpected nickname.
4. During the subsequent update procedure, account records were added, not to Wells Fargo credit card account, but to the Best Buy credit card account, to what I'll call the "reconciliation list."
5. I deleted those since they were already in the correct Wells Fargo credit card account.
6. When I then examined the Update account list, the Best Buy account was apparently replaced by a new and additional Wells Fargo account called "Wells Fargo Bank (Den DiMarco)
7. The correct Wells Fargo credit card account is still listed as well.
8. On the Quicken "main screen", in the All Transactions column, the correct accounts are shown.
9. If I try to update again, I again see the Wells Fargo connection update requirement message.

I hope the attachment helps clarify any questions you may have, but of course I'll look for questions from you.

Thank you!

Quicken:Wells Fargo Reauth Issue [Edited].pdf

[PDF Edited for Privacy]

Boatnmaniac

You are still getting the reauthorization because you did not set up your WF accounts with EWC+. Instead, you changed a Best Buy account and you set up a new WF account with EWC+ but the original WF account is still intact and unchanged with EWC so Quicken is reminding you to reauthorize to EWC+ for that account.

I suggest you restore a backup file from shortly before when you tried to do the reauthorization. Then:

1. For your WF account, go to the Opening Balance transaction and enter/save the dollar amount of the transaction into the Memo field. (This is not critical to the reauthorization process but it is a proactive step that can greatly ease some account balance issues should the reauthorizaton process not go smoothly.)
2. Back up the data file.
3. Start the reauthorization process, again.
4. When account data is downloaded into Quicken do not simply accept it. When you do that you can get the Best Buy and new WF account issues you experienced. Instead, carefully check each field carefully and correct each field as appropriate. (NOTE: If the Action is "Don't add to Quicken" and the Nickname in Quicken is wrong, changing the Nickname to the correct account nickname should unlock the Action drop-down allowing you to Link it to the existing account in Quicken.) Hopefully this picture file will help explain.:

Did this resolve the issue for you?

Does your WF account show it is in balance? Let me know if not and I can walk you through how to address that.