Washington Trust (RI) not updating

John54
John54 Quicken Windows Subscription Member ✭✭
edited October 15 in Errors and Troubleshooting (Windows)

When I try updating I get a message "An error has occurred" No error code.

3 accounts with this bank.

Washington Trust uses a separate logon for Quicken . My normal logon works fine.

Started Friday 10/11/24

Have a support request in with the bank already - havn't heard back yet

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @John54,

    To help troubleshoot this issue, please provide more information. Are you able to see any error code on the One Step Update Summary (You can access it by going to Tools>One Step Update Summary)? Are your accounts connected using Direct Connect or Express Web Connect? To check this, you can go to Tools>Account List. In the Transaction Download column for those accounts, it should show you which connection method is being used.

    FI and Transaction download columns.png

    I look forward to your reply!

    Quicken Kristina

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  • John54
    John54 Quicken Windows Subscription Member ✭✭

    I was advised Tuesday 10/15 by Washington Trust that they were working with Quicken on a known problem.

    All was well when I arrived home from work Wednesday.

    Was not advised what the clearence was.

    Thank You

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for the follow-up,

    I'm glad to hear it's working now!

    If you need further assistance, please feel free to reach out!

    Quicken Kristina

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