trouble downloading transactions from a bank that was previously working fine

Question

i have 2 accts at NBKC bank.  About 3-4 wks ago i got some type of error on one of the accts and followed the 'fix it' prompts  for that acct….and now it hasnt downloaded transactions since.   The other acct at the bank is working fine..and all transactions are downloaded   The 'accounts list ' doesnt appear to be in error.    When i go through the 'one step update' process(which i've used 'forever'….the bank indicator says 'updating banking info', but goes to the 'complete' status almost immediately…..but NOT the usual status(updating/downloading) of my other accounts of the update process.     Help !!!   i'm lost after messing with this for many hours.       Just  a follow up to the above….  taking another look at the 'account list' drop down(under Tools)…..for the bank…it shows 'activate downloads'….when i click on that i go through that process at it shows a 'do not activate' at end of both accts found…..     Also noticed the same on a credit card acct(not for the bank)…which was ALSO working fine up to a few days ago…and when i went through the process for the credit card…got msg 'accts have been authorized'…..just hung in that status for several minutes…   backed out of the window….went to the acct list drop down….and still showed 'activate download' status for the credit card .     Totally confused…..

Dave Erickson · Answer

Tom………..just thought i'd give you a follow up………….

i did take your suggestion on going the help(talk not chat) route while i still had some hair left !

I think i mentioned i got ONE of my problems resolved(the NBKC bank) by the ol' trial  and error way..i have no idea how or why!

However I still had SAME situation with CITI (with two CC's)…one working, one not.  After some preliminary 'stuff' the tech had me go through the reauthorize route that i'd tried before BUT…had me only click on the CC acct that WAS working to authorize …(i'd tried clicking on the one that wasnt working AND then both accts  a cpl days ago, but it didnt work….although i think i mentioned to you i rec'd a msg that 3.2K transactions were downloaded(but couldnt be found in my error acct)).   ANYWAY…..tech's way seemed to resolve the problem and now Both places(CITI and NBKC) are working    Naturally i asked what caused something like this…he had no idea, but the main thing it's working now.

Great tech, helpful, the screen sharing is a definite advantage !!  'graded' him appropriately, too

ANYWAY…….Thx for all your help/suggestions/patience

dave

Tom Young · Answer

"got a transaction download of approx 3 yrs..and did have to add categorys(either add or modify what they WERE)…"

Over the 40 years I've used Quicken I've gone through the disconnect/reconnect process many times and have never ever received that much downloaded information and by making sure the downloaded information ISN'T put directly into the register I've never had to laboriously re-enter a lot of stuff.  One thought here is that maybe you're not actually using Direct Connect or Express Web Connect to download but instead using Web Connect, where you log into the bank's web page with a browser and download, through the browser the information?    I've never used that process so I'm not familiar with it and maybe that is why you're not seeing the Reset option?

That may be a completely wrong guess on my part but I can't come up with any better explanation.  Did you try the Validate/Repair process?

Given that this problem has resurfaced with other Accounts I think the next best step is to CALL (no CHAT!) Official Quicken Support where you can screen share and under their supervision work through what they figure might set things to right.

Dave Erickson · Answer

tom………….again, thx for reply AND info…………….HOWEVER……..after working on this for approx 2 hrs this morning, i'm still not whole.   I did get the NBKC bank dilemma resolved….used some of your suggestions..and trial/error on my end.   got a transaction download of approx 3 yrs..and did have to add categorys(either add or modify what they WERE)…but working for now anyway.  Luckily for me( i guess)…i create/save yearly lists at end of year..so at least i have a good copy of years.     i'm now fighting the same dilemma, mentioned earlier,  on citi CC accts(2) that i was on NBKC   i.e. ONe good, one NOT.    The bad one(like NBKC) no reset button on the display…but i have gotten to the point that going through getting accts authorized, etc., etc…i did get msg for the bad acct that for the acct name that transactions has been 'downloaded for the last 3267 days', and not 'red flags' on acct names indicating  new transactions there   And  when i go to that acct…the most current transaction i have are dated middle of '23……….when up to end of march '24….all were good(i.e. current from march '24 and prior.    The other citi acct. seems good with current transactions for 4/20/24 and prior….dont use as frequently so dont know if there's an issue there or not yet.

SOooooooooooo, now focusing on the citi accts…(one good, one bad(like NBKC)……& i received msg transactions were downloaded for last 3267 days…..but they're not in my acct.

Seems my problems started with Nbkc/citi with two sub accts in each.   All other accts i have with only one sub acct seem fine….  and it all seems to have started around end of March, first of april

i DO appreciate your help on this Tom………….but As you can imagine, after working on this for 3+ hrs over several days,  you're working with a frustrated Quicken customer…..as i've gone through this a cpl time previously