Wells Fargo transactions are not downloading
Using Quicken Classic Business & Personal. Direct Connect method with Wells Fargo
As of Jan 10, 2024, no transactions have downloaded. There is no error message.
I deactivated and re-activated the accounts.
I worked with a Wells Fargo representative to assure Wells Fargo's side of the interaction is set up properly.
What needs to be done to resolve this?
Comments
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Hello @wahalla,
What is your connection method with Wells Fargo? You can see the connection method by navigating to Tools > Account List. Do you have multiple accounts with Wells Fargo? If so, is this issue occurring across all accounts?
Thanks!
-Quicken Jasmine
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Direct Connect, as mentioned in the original comment.
Yes, there are multiple accounts
Yes, the issue is occurring across all accounts.
None are getting updated
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I am having the same problem downloading transactions using Direct Connect from my two Wells Fargo accounts (checking and credit card). The problem has been persistent since Jan 14th.
I have tried resetting the account as well as deactivating and reactivating the account. When I "Update Now" to download transactions, no errors are reported, but no new transactions are seen (see attachment).
Thanks for any help you can provide.
Mark
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Since 1/5/2024, I can now no longer download transactions from Wells Fargo. Direct Connect does not work.
The quicken setup for Express Web Connect hangs after I authorize at Wells Fargo.
Express Web Connect. I attempt to switch from Direct Connect for the WF account to Express Web Connect. I get as far in the process that the Wells fargo OAUTH screen opens up in a browser window. I authorize successfully in the browser window. The browser window does not close automatically. After closing manually, nothing happens on the quicken side. Wells Fargo does send me a "successful authorization" email. Wells Fargo "Manage Connections" Page shows Quicken authorized. Back to the Quicken App. Quicken hangs at the Auth screen— waiting for response from Bank. It just times out. Sometimes the whole app hangs.
Back to Direct connect. I put in my credentials in the password vault. The one step update says
completed successfully but known transactions are not downloaded. I have
tried switching from Direct Connect to Express Web Connect, and Back.
Nothing works. I eliminated online connection for the accounts, then
reconnected. I turned off online services for WF, quit the Quicken App, then restarted.0 -
This needs to be escalated. These are my primary accounts and the way I monitor my rental accounts. Direct Connect downloading is broken for Wells Fargo and it has been going on for 19 days for me. Express Web Connect Setup fails for Wells Fargo. See my post for details.
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Fixed by talking to Laura in Guatemala Call customer service 650 250 1900
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RobUser…. can you share some info about how this was fixed?
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@RobUser - can you share your solution?
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Possible Fix
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I had a lot of hope for this fix RobUser, but it did not work for me. Wells Fargo accounts have not updated since 1/18 😔
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Recommend you call customer service - used the chatbot on the quicken site, waded through the auto prompts. Laura did a screen share with me. There might have been other stuff she had me do that worked.
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This is getting really ugly. "FIX" trashed my password vault. Only left Wells Fargo. Lost 15 other accounts login information. And, now adding online doesn't work. It hangs at the "Activate One Step Update" screen, not opening a new browswer window.
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I had great hopes for this fix. I have not been able to download transactions from Wells Fargo for over a year. I reported the issue to Quicken support long ago but to no avail.
Hope someone can come up with a fix. Quicken support does not seem to care about it. Quicken is becoming more useless with these issues every year.
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I am having the same issues. In early January, transactions stopped downloading from Wells Fargo. Using Quicken Deluxe Classic subscription, latest version. Have downloaded transactions across 8 accounts for a dozen years or more. Like other users, acts like it connects and shows no errors but no transactions downloading. Shows Direct connect and no amount of deactivating, resetting on either Quicken side or Wells Fargo has fixed it. Have attempted to change to Express connect but like other users, it hangs up trying to connect and then fails. I am able to use the option of downloading each account and uploading in Quicken but this is absolutely not an acceptable fix. This needs to be fixed. Am I missing something? Help?
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I am not experiencing issues connecting (Direct Connect) to Wells Fargo. If you've already tried resetting, and/or deactivating and reactivating, I would try a log off and log on as a new user. Or, restore a backup from a time when you could connect. This is not a systemic Quicken issue or we all would be having issues.
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Although I'm using Quicken Classic for Macs, we're experiencing that issue also. If you go into Account Settings for any of your affected Wells Fargo accounts, you'll find a new setting "Investment Tracking Method". Your options are two: "Simple (positions only)" or "Detailed (positions and transactions)". Unfortunately choosing the later provides the following alert: "Do you want to disconnect this account to use Detailed Tracking? Wells Fargo does not support detailed investment information. If you want to use Detailed Tracking, you must disconnect this account and manually enter your investment transaction.". So, this is certainly new, a major inconvenience, and a step backward. Whether it's true or not, the alert indicates the change is of Wells Fargo's making. I've notified my WF broker of the unannounced change and my displeasure, but it's doubtful that will make any difference…unless there are thousands of others that will do the same.
Screen shot attached.
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@JamesInPTC Unfortunately, this is not the answer for me. I am simply dealing with checking/savings, credit card accounts, etc and that page and designation does not even show up. Account details page looks same as always.
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I think I may have solved it for me. I went to File—>Validate and repair file—>validate file. I updated and it worked. It's been weeks of not downloading transactions. Whether it'll work tomorrow or in the coming days we'll see. Maybe it's worth a try for you all?
The message after it "validated" said it found several issues with various accounts and fixed transactions it though were erroneous, but didn't change my running balance or discombobulate the registry, so maybe I got lucky, IDK.
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This is terrible! I am having the same issues as everyone else…transactions are not downloading. I validated my file and Quicken stated it repaired it. However, when I reset my online services, it says "Set Up Now". When I log in, I get the Activate One Step Update, "Sorry. We encountered an error. (It's not your fault.) This has been happening for 2 weeks. HELP!
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When I attempt to download transactions directly from WF, I get this message:
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None of the solutions people had success worked for me so ultimately, I restored from a back-up in early January before I was having issues. My transactions are now downloading and I am having no issues. It was not an ideal solution as I had recreate a LOT of work I had already done but hopefully ok going forward. No idea if this will be a problem again if there is a new update but working for now.
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I am having the EXACT same problem. Everything seems to look good but 2 of my 5 WF accounts won't download. Have tried reactivating these accounts multiple times. When I initially got the message about WF changes, Quicken's system SERIOUSLY messed up my accounts and wouldn't link to the right accounts so waited a couple of weeks to try again. That issue seems to have been resolved but still, the two accounts look like they connect, but download nothing. I'm clearly connecting to WF since the others update but Quicken has an issue. As noted above, it sound like this is something that customer support will have to work with me on. Ridiculous. I've been a Quicken use since 1992 and never had an issue like this. I may try restoring back to earlier as recommended by one individual and see what happens. Arghhhh.
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Tuesday 2024/02/06 at 02:52 PST
Quicken quit downloading transactions for my Wells Fargo credit card between 2024/01/14 and 2024/01/20. The One Step Update Summary quit showing my Wells Fargo account at the same time that Quicken quit downloading the aforementioned transactions. The Connection Method for my Wells Fargo account is Express Web Connect+.
I am using Quicken Classic Premier Version R54.9 Build 27.1.54.9 on the up to date Windows 10 Pro.
.
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@rxyquicka - when you look at the last update date and time for WF CC account what does it show? Is it accurate, or does it show an old date and time, or is it blank? You can find this date on the account list, or in your register under the account name.
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Tuesday 2024/02/06 at 22:34 PST
@QuickUserPSP, the Account List shows my Wells Fargo credit card account's Last Download as "Not Available" and my Well Fargo credit card account register does not show the "Last download" line. That is why I wrote "between 2024/01/14 and 2024/01/20" instead of writing a date in my first comment.
.
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@rxyquicka are you using Direct Connect (DC) or Express Web Connect (EWC+)? How many other accounts do you have with WF using the FI "Wells Fargo Bank"? Is their connections working?
What you describe usually means that you have never downloaded transactions to the account. How you answer the questions will determine how you fix the error.
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Similar problems - switched back and forth on express vs direct connect. Ended up clearing everything and setting back to direct connect. Still didn't work. Then i did the validate file trick from above, and since then my direct connect is working, transactions being downloaded from multiple wells fargo account. Looked at the validate log and see no reason why it should have helped, but there you go….
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@rxyquicka I see that you are using EWC+. I missed that in your post. If the CC is your only account with WF, it makes it easier, but if you have other accounts with WF it shouldn't take too long to fix your issue. If you have other accounts with Wells Fargo Bank, then I would recommend deactivating all accounts with Wells Fargo Bank and then reactivating with first, EWC+ and if that doesn't work then, I would try Direct Connect (DC). I am sure that DC will work, but you might need to also do a Validate as @bscottwcpa mentioned in their post.
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Monday 2024/02/12 at 03:33
After following the directions on this "UPDATE 11/18/23: Missing some transactions when downloading from Chase" post, which is linked to below, Quicken now downloads all transactions for my Wells Fargo credit card account. However, the One Step Update Summary still is not showing my Wells Fargo credit card account.
The first set of four directions did not work for me and the second set of four directions worked for me. Here is the second set of directions:
"If that doesn't show new transactions in the register, then try this:
- Go to Tools > Account List
- Click Edit on your impacted Chase account
- On the Online Services tab, click Reset
- Follow any prompts to log in, if needed, and then update your accounts again"
.
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Hi All,
I have read through the posts. My issue with Wells Fargo is very similar to everyone else's, except I am experiencing an extra twist of my 1st transaction amount being changed by Quicken.
Equipment/OS:
= Program: Quicken Classic Deluxe. Version R54.16, Build 27.1.54.16 (up to date per Help/Check for Updates)
= Windows: Win10 Pro (up to date)
= PC Laptop
= Connection Method: Express Web Connect+
= Wells Fargo Account Types: Checking (1) and Savings (1)The first time I had an issue with Wells Fargo no transactions were downloaded (1/1/2024), but the On-Line balance was updated. I received a screen shot just like @Montstream received (see Jan 24 above). The updated balance agreed with the amount at Wells Fargo when I logged into the Wells Fargo account manually via the web. Since no transactions were downloaded, the Online Balance and the Ending Balance did not agree (these are the two numbers at the bottom of the account register listing). Like others in another thread, I did a RESET for the connection, and did the steps to restore the connection, and then did another download. No change, no new transactions downloaded. The RESET I am referring to is located: The gear in the register (top RH corner), Edit Account Details, On-Line Services, and RESET ACCOUNT.
I compared my Quicken register for my checking account and manually downloaded the missing transactions from the Wells Fargo website. Unfortunately, my Online Balance and Ending Balance still did not agree. After MANY hours, I found that Quicken had changed my starting balance at the top of the checking register. I changed the starting balance back and Waah-La and everything agreed. So now the checking account was OK. I did the exact same steps and issues with the savings account as I had with the checking account. In another thread I read there have been other users whose starting balances were also changed.
Fast Forward to 2/8. I did another Web Connect+ download for WF. This time both accounts downloaded the last couple of transactions but missed about 3 weeks of transactions since my last download. Again, the Online Balance did not agree with the Ending Balance, since some transactions were not downloaded. So I went back to the WF website and did another manual download for each account. This time at least Quicken did not change my starting balance for each account in the register. I accepted the manually downloaded transactions and Waah-La, everything is right again.
So I am going to continue with manual downloads for now.
Steps to protect:
= In the memo field at the top of my register I added a note of what the starting balance is for each account.
= Before each download I take a screenshot of the last 10 transactions including the Online Balance and Ending Balance for each account.
= I make a Complete backup copy each time I change anything before logging out of Quicken at File, Copy or Backup file, Create a complete backup, and I add today's date and time to the end of the file name so I know exactly when the backup copy of saved. This way I can get back to a “good copy” of my file by doing a Restore.
By the way, I did try the Repair and Validate suggested by @Chandlermike. It created a log file, but unfortunately, it did not appear that any of the changes that it made to the file were in the last several years. I then restored my last backup file so I am not working from the “Repaired” file.
Hopefully, this will help someone out there.
Last point, my two Bank of America credit card accounts are doing something similar to WF. That is, missing transactions, but Quicken did not change the initial transaction in my register. BOA also shifted to the Web Connect+ validation on their website just like WF.
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