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Consolidated Community CU failing to download transactions since 9/8

Michael Schilmoeller

Discovering that Quicken has not been downloading transactions from Consolidated Community CU in Portland OR since about 9/8/2024. No indication of problems from Quicken. Just missing transactions. Nothing in Tools>Online Center. Version R59.6 of Quicken in most recent Windows 10 update.

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Quicken Anja

Hello @Michael Schilmoeller,

To start with, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

Navigate to Edit
Preferences...
Quicken ID & Cloud accounts
Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
Follow the prompts to Sign Out
Sign back in using your Quicken ID (email) and password

Once that is done, see if the issue still continues to persist.

Let us know how it goes!

Michael Schilmoeller

Thank you, Anja.

No new transactions were downloaded. The problem remains. I would estimate there are three dozen transactions that have failed to download so far. I have about a half dozen accounts with other institutions that are current, except for Citibank which, as I suspect you already know, is also having connection problems currently.

Quicken Anja

Thank you for following up.

Next, I suggest you try to deactivate all accounts with Consolidated Community CU, 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.

Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
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.
When finished, close the Account List
Close, then re-open Quicken
Navigate to Tools > Add Account
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
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 us know how it goes!

Quicken Anja

Hello again,

We haven't heard back from you in a while. Do you still need assistance?

Thank you!

Michael Schilmoeller

Yes. Sorry. We had a home invasion, wedding, out of town visitors, etc. I hope to return to this today. Sorry for the hiatus.

Micahael

Quicken Anja

https://community.quicken.com/discussion/comment/20457957#Comment_20457957

Oh my! Well I hope all is well with you and your family. No rush at all, just wanted to check in.

Thank you!

Michael Schilmoeller

Thank you, and thank you for the persistence. This took care of it, Anja!

You can close this one out!

Is there somewhere that I can find a technical description of the problem and solution? I'll definitely bookmark this.

Thanks again,

Michael

Quicken Anja

Thanks for the update! I'm glad to hear that the issue has been resolved.

Unfortuantely, we don't have an official support article for this. However, you should be able to return to your own posts from your own profile as there is a section called "Discussions" that will show you all the posts you have posted.

Hope this helps!

Michael Schilmoeller

Incidentally, getting the new, missing transactions added, I experienced the "Change to Beginning Balance" error that others have noticed. My reconciled balances had changed. I have 34 years of data, so it took me a while to track down the error! I confirmed the error was not in the downloaded data but occurs immediately when the Express Web Connect attachment is made. By examining backup data, I confirmed the opening balance in the account had been increased $365.39 without any warning. This is about as serious an error as accounting software could commit.

Boatnmaniac

https://community.quicken.com/discussion/comment/20458944#Comment_20458944

This is a known issue that sometimes occurs with Spending accounts (i.e., checking, savings, credit cards, etc.) when changing or adding a new connection (via Reset Account, Add Account, Set Up Now or Reauthorize).

What you might want to do is enter/save the correct Opening Balance transaction dollar amount into the Memo field. Do this for every Spending account. Then if you ever run into this problem, again, in the future it makes it very easy and fast to identify the issue and to correct the transaction dollar amount.

While taking these steps is a good contingency, it does not resolve the root cause of the problem. And, yes, this is an issue that Quicken needs to fix.

Michael Schilmoeller

@Boatnmaniac

Thank you. Agree.