Sam's / Synchrony NOT updating

Tractorboyflys
Tractorboyflys Quicken Windows Subscription Member ✭✭

For at least a month Sam's / Synchrony is not updating transactions. There is no error message.

I can still manually log into Sam's and export a QFX file to import into Quicken.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Tractorboyflys,

    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.

    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 persists.

    Let us know how it goes!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • SBM
    SBM Quicken Windows Subscription Member ✭✭

    It worked for me. I also deleted info in account as well as under tools. It downloaded 3 or 4 old charges which matched but Q couldn't find so I deleted. It also downloaded 2 charges which matched. I had to correct opening balance.

    Thank you!

This discussion has been closed.