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.

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.

1. Navigate to Edit
2. Preferences...
3. Quicken ID & Cloud accounts
4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
5. Follow the prompts to Sign Out
6. 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.

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 still continues to persist.

Let us know how it goes!