Discover bank data not updating

cfe

around March 15, I started getting an error downloading from Discover credit card. I deactivated and reactivated the Discover bank account and it cleared the error message and rather than download the transactions, it updated to the correct balance by changing the opening balance. This has happened twice after reactivating. I'm not sure if this is part of the issue but I had recently added an account as a co-owner. Also, not sure when I installed the last update. without deactivating and reactivating, it downloads nothing.

Quicken Anja

Hello @cfe,

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!