Downloading transactions from DISCOVER CC

edrobichaud

Update is not downloading some but not all (non-pending) transactions. No error messages. The missing ones must be manually entered to enable correct reconcile. Every thing was working fine until Feb 2024

bkreiwtman

Same here.

Quicken Jasmine

Hello @edrobichaud and @bkreiwtman,

When exactly did this issue begin to occur? After a recent update? What is your connection method with Discover? You can see the connection method by navigating to Settings > Downloads > Connection Type. What exactly occurs when attempting to download transactions?

Please let me know!

bkreiwtman

Last successful downloaded transaction Jan-24-2024.

Financial Institution: Discover Card
Connection Method: Express Web Connect

One Step update, runs like normal, says "Successful", but doesn't pick up recent (non-pending) transactions on my Discover Card.

Quicken Jasmine

Hello @bkreiwtman,

Thank you for providing more information, this could be an issue with the connection between Quicken and Discover.

To start with, I suggest deactivating the account(s) experiencing this error, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
   
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > Add Account...
10. Use the search field at the top of the list to find and select your financial institution and click Continue
11. Follow the prompts to sign in using your login credentials associated with the financial institution
12. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let me know how it goes!