Why is there no simple way to refresh all accounts with same bank at one time?

drdively
drdively Quicken Windows Subscription Member ✭✭

It seems to be a seasonal thing [i.e. about every three months] that account downloads just stop. Then you have to go through the same thing for each account. No explanation or reason given why this happens. If this is a good thing, or a necessary thing, why not have a simple way to refresh all the accounts with the same bank at the same time?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    There shouldn't be any reason for this to happen. Or maybe more correctly stated, depending on the connection type and financial institution these might have problems from time to time, but not in any predictable/expected way.

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  • drdively
    drdively Quicken Windows Subscription Member ✭✭

    I am certainly willing to learn, but Quicken itself is a poor instructor.

    Here is what happens: after a few days of no downloads from PNC.COM, I figure I have to refresh my accounts. I chose one from account list, get to the screen where you set up login to my PNC account. The one account I start with allows me to match the online account with the account in Quicken. It does NOT allow me to do the same thing for the rest of the accounts. I get disgusted. I am a "grumpy old man". I'm either missing something, or there is no easier way.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Well, I all can say is that "it shouldn't be needed", but certainly has been reported as a problem for some people in this forum.

    As such I don't think Quicken Inc would consider this a "bug" so if you want the ability to refresh more than one account at a time would have to submit it as a feature request. You can do that by going to the Home page on this forum and selecting New Post → New Idea.

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