discover card not downloading transactions

ronbadtke
ronbadtke Quicken Windows Subscription Member ✭✭

problem for the last couple of weeks, I think it started after R57.16 update

Comments

  • tnmats
    tnmats Member ✭✭✭

    It is not just 57.16, I had an earlier Quicken version running, didn't get any downloaded transactions this week and updated to 57.16 today.

    Same issue, this week's transactions did not download so it's not your local Quicken copy. This seems to be server related.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @ronbadtke and @tnmats,

    Are you receiving any error codes or messages? When did this issue begin to occur? What exactly occurs when attempting to download transactions?

    Let me know!

    -Quicken Jasmine

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  • tnmats
    tnmats Member ✭✭✭
    edited July 7

    No error codes or messages. It started this past week and Quicken acts like there are no transactions to download. It does the downloading update with no fuss nor error but no transactions show up. I knew there should be some downloads since several transactions showed as posted on my Discover Card account web page since Monday.

    I don't think it's related to which version of Quicken you're running since I was on R53.16 until this afternoon. When I tried to download my Discover Card transactions not long before my 12:31pm post today, I was on Quicken R53.16. I updated to R57.16 this afternoon, I rebooted my PC after I updated Quicken, tried to update Discover transactions again and still nothing.

    I tried the "reset account" function in Account details next. It's the window you can bring up from the gear icon in the upper right side of the account register, it's in the "Edit Account Details" in the pull-down menu.

    This is the window that pops up form the edit account details menu item. Select the "Online Services" tab:

    After I used the 'reset account' function, this past week's transactions downloaded. Quicken downloaded 6 transactions total, three of them were posted on Monday but on Tuesday not a single posted transaction downloaded. I assumed at the time the issue would resolve itself in a day. I tried Friday but again, no transactions would download but no errors.

    I hope this is a one-off occurrence. Discover Card is one of the few accounts in Quicken that rarely gives me any problems downloading transactions.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @tnmats,

    Thank you for providing more information.

    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. It is recommended to save a backup before proceeding (just in case).

    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 me know how it goes!

    -Quicken Jasmine

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  • tnmats
    tnmats Member ✭✭✭

    It is working now.

This discussion has been closed.