Transactions not downloading for accounts in "Banking" group

mikemcd001

Quicken Windows v57.16 Classic Business & Personal

OneStep update shows completed successfully - - but new transactions are not being downloaded.

This appears to be affecting all accounts under the "Banking" heading in the sidebar including a Rental Property "Banking" account. Accounts are at 4 different institutions. "Investing" accounts are not affected (Investing account transactions are being downloaded fine).

The One Step Update Summary details are showing the balance for affected accounts "as of 6/30/2024". Update summary details for unaffected accounts (investing) shows the balance "as of 7/5/2024" (the date and time of the most recent One Step Update).

I have created a dummy test Quicken file , added one of the accounts, and OneStep Update works correctly (it downloaded new transactions).

I have "validated" the file that's not working, but it still won't update transactions for "Banking" accounts.

Based on what I can see, the problem appears to have begun on/about 6/30/2024.

Boatnmaniac

There are some steps I take when one or more of my accounts does not update (i.e., download) for more than one business day. If you have not already done so, you might want to trying doing them as well.:

• (Optional) Enter & save the Opening Balance transaction dollar amount into the Memo field of that transaction. Do this for each Spending (checking, savings, credit card, etc.) account. (This is not part of the fix processes listed below. This is something that can help resolving an issue that sometimes occurs when updating or changing a connection method. More on this later.)
• Backup your data file.

The troubleshooting steps:

1. Account Register > upper right Gear icon > Update Now. This is essentially One Step Update but just for that one financial institution. It will sometimes work when OSU does not. And if it is successful it should update all of the accounts you might have with that financial institution. Repeat for each financial institution that has this issue.
2. If #1 does not work: Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Reset Account > If/when prompted during this process, make sure to LINK the downloaded data to the correct account in Quicken.
3. If #2 does not work: Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate > Set Up Now > If/when prompted, make sure to LINK the downloaded data to the correct account in Quicken.
4. If #3 does not work: Repeat #3 but substitute Add Account for Set Up Now.

One of these steps will often (not always) resolve transactions download issues. If it does but you now have some account balance issues: Check the Opening Balance transaction. If the dollar amount does not match what you had previously entered into the Memo field, change it to match what is shown in the Memo field.

Did any of this resolve the issue for you?

Boatnmaniac

There are some steps I take when one or more of my accounts does not update (i.e., download) for more than one business day. If you have not already done so, you might want to trying doing them as well.:

• (Optional) Enter & save the Opening Balance transaction dollar amount into the Memo field of that transaction. Do this for each Spending (checking, savings, credit card, etc.) account. (This is not part of the fix processes listed below. This is something that can help resolving an issue that sometimes occurs when updating or changing a connection method. More on this later.)
• Backup your data file.

The troubleshooting steps:

1. Account Register > upper right Gear icon > Update Now. This is essentially One Step Update but just for that one financial institution. It will sometimes work when OSU does not. And if it is successful it should update all of the accounts you might have with that financial institution. Repeat for each financial institution that has this issue.
2. If #1 does not work: Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Reset Account > If/when prompted during this process, make sure to LINK the downloaded data to the correct account in Quicken.
3. If #2 does not work: Account Register > upper right Gear icon > Edit Account Details > Online Services tab > Deactivate > Set Up Now > If/when prompted, make sure to LINK the downloaded data to the correct account in Quicken.
4. If #3 does not work: Repeat #3 but substitute Add Account for Set Up Now.

One of these steps will often (not always) resolve transactions download issues. If it does but you now have some account balance issues: Check the Opening Balance transaction. If the dollar amount does not match what you had previously entered into the Memo field, change it to match what is shown in the Memo field.

Did any of this resolve the issue for you?

mikemcd001

Perfect. I'd actually tried steps 2 and 3 a couple of hours ago - - and deactivating and reactivating the accounts is what seems to have fixed the issue. (Though accepting downloaded transactions now seems painfully slow - - like 5-10 seconds after clicking "Accept". I'll try again tomorrow after a reboot and some additional transactions come through.)

I like the "enter the balance in the memo field" idea - and will use it if (when) I have to monkey with the file again.

I think my file got wonky by saving my backups to OneDrive directly from the Quicken backup dialog; and perhaps restoring from OneDrive while the file was in OneDrive purgatory.

Thanks again for the fix-it suggestions.