Problem with Express Web Connect Bank of America?

jtashiro

I'm recently experiencing issues downloading from Bank of America to Quicken Windows Iatest version. Link is successful, but is missing transactions (silent failure?) … I have deactivated and reset data to no improvement. Is anyone else having this issue?

Quicken Kristina

Hello @jtashiro,

To help troubleshoot this issue, please provide more information. When you say it's missing transactions, do you mean that nothing is downloading, or do you mean that some transactions are downloading, but others are missing? When did you first notice this issue? If you have more than one account with Bank of America, is this affecting all accounts, some accounts, or just one account?

If you haven't already done so, I recommend following the troubleshooting steps in the article on Missing transactions/Transactions not downloading linked below:

https://www.quicken.com/support/missing-some-transactions-when-downloading-bank/

If the troubleshooting in that article does not resolve the issue, then it's possible you're being impacted by this known issue:

https://community.quicken.com/discussion/7942606/ongoing-11-28-23-bank-of-america-missing-transactions-ewc

Please follow the troubleshooting from the alert linked above.

I look forward to your response!

jtashiro

fixed now - not sure what happened but downloads are now working. If you had anything to do with that thanks.

Quicken Kristina

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!

Leander

11/6/2024

I have been having the same issue for a few months. Unable to download new transactions from my BA checking account since 9/5/2024.

I'd like to add some clarity for Bank of America users: The troubleshooting post from 11/28/2023, step 2, says:

"2. Navigate to Bank of America's website, (https://www.bankofamerica.com/), look for third-party apps, and unlink Quicken."

I did not find "Look for third-party apps" to be useful guidance, so I called Bank of America. Their guidance:

1. Log in to your accounts Bank of America Online.
2. Near the top center of the screen is a tab "Security Center". Select that.
3. From the drop down menu, select "Overview"
4. From the new window this produces, scroll down to near the bottom. At center left should be a window that says "data sharing". Just under this is the phrase "third parties" and a button named "Review". Select "Review".
5. This brings up a new screen showing third parties you have agreed in the past to share your BA financial data with. For each there is a line stating when you gave that permission, and also a button: "Revoke". Push "Revoke" to deactivate the permission from the Bank of America side, and you have successfully followed the Quicken 11/28/2023 troubleshooting guidance.

As a separate point, I have followed these instructions completely, and still have no success downloading new transactions. I have the Quicken Cluod connection turned off. I am using Windows 11 Pro build 22631.4317 and Quicken version R59.78, build 27.1.59.18.

Quicken Kristina

Hello @Leander,

If you followed the directions in the alert and the issue persists, I recommend contacting Quicken Support directly for further assistance since they have access to tools that we on the Community can't access and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance! 

Leander

Thank you, Quicken Kristina. I did call phone support today, shared screen with tech support person. He was able to show me that the new transactions were downloading correctly, I just was looking for them in the check register rather than a window below that. For now, I will assume that this is an error on my part, not being sufficiently familiar with how to use the program. If I continue to have problems I will re=post here, or begin a new thread.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear Support was able to assist you in finding your transactions!

Based on your description, it sounds like you have automatic entry turned off (which is why the transactions download to a section below the register). If you prefer to have the transactions go directly into your register on download, you can turn automatic entry on. There are a couple ways to do that. If you want to adjust the preference for only that one account, then you would go to Tools>Account List, click the Edit button next to that account, select the Online Banking tab, then click on the blue words that say Automatic entry is: Off.

That will bring up a window that lets you choose whether you want it to follow your general account preference for all banking accounts, to always be on without regard to the general preference, or to always be off regardless of the general account preference. You would select "Yes - Always automatically add transactions for this account", then click OK.

If you want all your accounts to default to automatic entry, then you can go to Edit>Preferences>Downloaded Transactions. At the top, directly under the words "After downloading transactions", you will see a checkbox for Automatically add to banking registers. Make sure to put a check in that checkbox to set automatic entry as your preference.

When automatic entry is turned on, instead of seeing the red flag icon next to the account name to let you know there are new transactions to review/accept, you will see a blue dot. When you view the register, the newly downloaded transactions will have a blue dot next to them or have a blue pencil if they matched with an existing transaction in the register. (Note - the blue dot next to the account name will vanish once you view the account register. To make the blue dots next to the newly downloaded transactions disappear, you would click on the dot, then choose mark reviewed or mark all reviewed.)

I hope this helps!