No activity updates with Trumark

RWM-JR

Using Quicken for Mac. All updates with Trumark worked through 10/31. As of 11/1, nothing updates with Trumark. I've disconnected and reestablished account connections but without any activity updates. No error messages, just appears like there is no activity.

Quicken Anja

Hello @RWM-JR,

To start with, I suggest deactivating the account(s) experiencing this again, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts again. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
4. Quit Quicken
5. Open Finder and navigate to Applications > Utilities > Keychain Access app
6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
8. Quit the Keychain Access app and reopen Quicken
9. Navigate to Accounts > Add Account...
10. Use the search field at the top of the list to find and select your financial institution and click Continue
11. Follow the prompts to sign in using your login credentials associated with the financial institution
12. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know how it goes!

RWM-JR

Thanks. I followed each step and after I linked each account to the appropriate account in Quicken, the activity beginning 11/1, did not come through, even though the balances on the accounts found are different as they include activity beginning 11/1.

Still not receiving any error messages. I update the accounts in Quicken and it appears that everything works, just no updated activity.

Quicken Jasmine

Hello @RWM-JR,

We apologize for the delay. Are you still experiencing this issue?

Let us know!

RWM-JR

Hello, the problem seems to have fixed itself between quicken and Trumark a few days after I made the suggested changes. Not sure where the issue was but it appears to be working fine now. Thank you for the follow up.