One Step Update - Completes, but new transactions are not downloaded.

srengr

Having trouble with One Step Update. It completes without errors, but new transactions, that should be, are not downloaded. Seemingly random for different bank and investment accounts.

I have reset and deactivated/reactivated each account (several times), which works for a while, then they stop working again.

Really frustrating, because I have to manually check every account against online data to see if transactions are current.

Windows 11 Enterprise, Quicken Classic Premier, Version R58.14, Build 27.1.58.14

mggm100

I've been having the same issue for a couple of weeks now. It happens randomly and never with an error message. For one credit union, it is downloading only 2 of separate accounts. Also, it has stopped updating balances on my Wells Fargo Advisors account. Deactivating/Reactivating does not fix the issue. I've been using Quicken for years without problems like this. Now it seems to be falling apart.

Windows 10, Quicken Classic Premier, Version R58.14, Build 27.1.58.14

leishirsute

Are these accounts having problems using Direct Connect?

I had to change Citi Cards from Direct Connect to Express Web Connect+ because transactions did not download even though Quicken successfully connected to Citi Cards with Direct Connect.

srengr

https://community.quicken.com/discussion/comment/20451702#Comment_20451702

Some are Express Web Connect, some are Express Web Connect+, and some are Direct Connect. Quicken picked the type of connection. How do you change to a different type?

retird

I did an OSU this morning and all is well…. I haven't installed R58.14 yet so don't know it that could make a difference.

leishirsute

I only know how to change the type for Citi Cards.
I had to access the Online Services tab in the Account Details.
Citi Card offered an option to change connection type.

Quicken behaves differently for different accounts.

Some accounts do not have but one type of connection. so there will be no option to change connection type.

Validate/Repair may be worth trying:
https://community.quicken.com/discussion/comment/20420191#Comment_20420191?utm_source=community-search&utm_medium=organic-search&utm_term=reset+userid+

Curious, are the last download date/time in the registers being updated correctly? Example below:

For me, when the date/time is not updated for downloads, I either wait for it to self-resolve or, if more than several days, report it as a problem to Quicken support and try a deactivate and reactivate connection to see if that resolves the connection issue.

I know it's an aggravation.