Meaning of "Not Available" as download status in Account List

jtgdc

Although I don't see any related problems, I'm just curious as to why about half of my 30 or so accounts continually show download status as "Not Available" following one-step updates — despite transactions having been downloaded. This is the case for both Express Web Connect and Direct Connect accounts and has been occurring consistently over about the past three months. Thanks in advance for any thoughts/guidance.

Quicken Anja

Hello @jtgdc,

Could you please provide a screenshot of what you’re seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

jtgdc

Sure, screenshot attached. Thanks for taking a look!

Screenshot 2024-06-04 143512.png

Quicken Anja

Thank you for following up and providing a screenshot.

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!

jtgdc

Thanks for the suggestion, Anja. I'm afraid, though, it didn't resolve the issue. Updated screenshot attached.

Screenshot 2024-06-06 074047.png

QuickUserPSP

@jtgdc the "Not Available" can mean one of two things

1. The account has never successfully connected with Online Services
2. The account has "disconnected" from the FI. It is similar to the CC-800 error, except there is no error message after an OSU, just a blank last update date and time in your account register.

It is usually #2 that is the issue. I have found that the issue stems from either restoring a backup or doing an OSU in another data file with the same accounts with active online services. Sometimes, you don't even need to do an OSU. Just accessing the other file can cause this issue.

You have a lot of accounts with EWC and EWC+ connections. My suggestion would be to do a "File Copy" and reestablish online connections for all your account in the new data file (the copy).

You mentioned that you have accounts that use Direct Connect (DC). I didn't see any on your screen print, but even so, those accounts should not be affected by this issue.

You also mentioned that even through the download status is "Not Available" transactions are still downloading. I have consistently seen that when the status is "Not Available" transactions do not download. But if you are certain they are downloading then try going into the Online Center to reset the FIs -

Go into the Online Center and while holding down the Shift + Ctrl keys, click on "Options". A Troubleshooting menu should appear.

Click on "FI Action Required". That should bring up a box with a list of all of your Financial Institutions. Highlight the FI and then click on "Refresh". Do this with each FI you are having issues with.

After this is done, go back and do an OSU. Then go into the Account List and confirm that the Last Download date and times are updated and correct. If the Last Download column still shows "Not Available", then proceed to the next steps below.

These are some steps that I use to fix CC-800 errors, but it also works for the "Not available" situation you are experiencing.

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

This "File Copy" process will clear all connections and give you a "fresh start".

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 copy file or the original file. Choose the copy file.
6. 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.
7. 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.
8. 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.
9. Go into the Account List and verify that the "Last Download" column is updated with the correct last update date and time.

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.