Accounts that use Express Web Connect will not download transactions. Looking for solution.

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Reference: Using R55.26 Build 27.1.55.26 Since Early March, accounts that use EWC will not download while accounts that use DC work fine. This problem exists whether I do a one step update for all accounts or individually. The downloading will proceed to download all the DC accounts and then enter into an endless loop trying to download the EWC accounts. Background screen flickers endlessly, no error messages, nothing. Only way to end session or get out of app is to "nuke" it using Task Manager. Thoughts, ideas, solutions? Thanks

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @BuffaloCreekStudio,

    To start with, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password

    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!

    -Quicken Anja
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  • BuffaloCreekStudio
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    Hi Anja,

    Thanks for your reply. I followed your instructions and when I signed back in, ran One Step Update. It did run differently. The DC accounts ran fine and the EWC accounts appeared to be running, showing "Processing Data" and the blue arrow appeared in front of the account name in the all accounts panel. After just letting it run for 5 or 6 minutes it started the flickering again and after a total of 10 minutes I had to use Task Manager again to end the program. So, while some new actions occurred the process still failed.

  • Quicken Anja
    Quicken Anja Moderator mod
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    Thank you for following up!

    Before moving forward with further troubleshooting; are the EWC accounts all with different financial institutions or the same financial institution?

    Thank you!

    -Quicken Anja
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  • BuffaloCreekStudio
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    They are all different: Capital One, B of A, Chase and AMEX

  • QuickUserPSP
    QuickUserPSP Member, Windows Beta Beta
    edited April 27
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    @Quicken Anja - may I jump in here? I don't mean to disrupt the troubleshooting process already started, but I have some additional suggestions that might help.

    @BuffaloCreekStudio - it sounds like you have multiple issues with your data file - data file corruption, and EWC and EWC+ connection issues. Anytime you need to stop a process in Quicken by doing a "Ctrl-Alt-Delete", you risk data file corruption.

    For the file corruption issue, first do a Validate and Super Validate on your current data file:

    Validate:

    1. Go to File in Menu Bar
    2. Click Validate and Repair File...
    3. ChecK Validate File
    4. Click OK
    5. Close the Data Log

    Super Validate:

    1. Go to File in Menu Bar
    2. Hold CTRL + Shift and click Validate and Repair File...
    3. Check Super Validate File
    4. Click OK
    5. Close the Data Log

    Then, do a "File Copy". This "File Copy" process resolves some data file corruption issues.

    1. Make a backup of your data file.
    2. Click on File→Copy or Backup file.
    3. Choose "Create a copy or template", and then click "Next".
    4. On the next screen, leave all the defaults "as-is". Make a note of the copied data file name and location. Change the file name if you wish.
    5. After File Copy is done you will have a choice of going into the copied file or the original file. Choose the copied file.

    All of your accounts will be disconnected from online services in the new copied file and will need to be reconnected again.

    1. Go the Account List, then "Activate" your accounts by clicking on "Add Account" at the bottom of the Account List window. The accounts will be activated by each financial institution, so you might not need go into each account.
    2. Go through the activation process, entering your user ID and password. When it comes to the "Add Account" screen where it lists all accounts, carefully link each account to the existing account on Quicken. It is critical that you double check every connection, even if the accounts are already linked. If any of your accounts use EWC+, there will be some additional authentication steps before you get to this screen on Quicken.
    3. After you have activated all your accounts, close and reopen Quicken, and then try an OSU again. If you get any errors, go to the account register and do an "Update Now", and then try an OSU again.

    Please note that you can also reactivate your accounts by going into the "Online Services" tab in Account Details, but some users have found that that that doesn't always work for accounts using EWC+ that requires authentication from the financial institution.

    Give these steps a try and see if it resolves your issues. Please let me know if you have any questions.

    In addition, here are some support articles that might help your situation:

    https://help.quicken.com/display/WIN/Troubleshoot%2Ba%2Bdamaged%2BQuicken%2Bdata%2Bfile

    https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

  • BuffaloCreekStudio
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    Hi Anja - The good news is, everything is updating correctly now, thanks for your help! But, what a PIA! Any idea what might cause a problem like this? I've used Quicken for many years and never had an experience like this. Thanks again.