Discover bank data not updating

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.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    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!

    -Quicken Anja
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  • cfe
    cfe Member ✭✭

    I've already done this twice

  • cfe
    cfe Member ✭✭

    Just tried deactivating everything, logging out of quicken, logging in, reactivating everything and same result. It fixes the end balance by adding new transaction amounts to the beginning balance but will not download new transactions.

  • Quicken Anja
    Quicken Anja Moderator mod

    @cfe Thank you for following up.

    There are 3 different Discover instances in our financial insitution list; Discover Bank, Discover Card, and Discover Card Account Center. Have you tried connecting to all 3 instances to see if you get better results from one?

    Check back and let us know! Thank you.

    -Quicken Anja
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  • cfe
    cfe Member ✭✭

    OK, my bad. I had forgotten that discover card and discover bank are 2 different setups.

  • Quicken Anja
    Quicken Anja Moderator mod

    No problem! Let me know if you notice a difference in trying to connect using a different instance.

    -Quicken Anja
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