Bank transaction download locks up

Julie2410

After a Windows 11 update, I am no longer able to download from PNC, Chase, or Citibank into Quicken. Merrill Lynch works. I have to close the program through Task Manager.

I am able to download each individual account from the bank to Quicken. It will not reset the account. Gets stuck.

Actions I have tried: I have signed out of my Quicken account, signed back in, validated the file, repaired the file. What else can I do to fix this problem? Quicken Version R59.35. Thanks.

Quicken Jasmine

Hello @Julie2410,

If you haven't already, I suggest resetting your cloud data from your Quicken desktop program and see if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts. If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.

1. Sign out of your Quicken Mobile/Web app(s)
2. On your desktop program go to Edit
3. Preferences...
4. Mobile & Web
5. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
6. Wait for the sync reset to finish
7. Navigate to the Mobile & Web dropdown menu 
8. Select Cloud Sync to resync your data and to make sure no errors occur
9. Wait for it to finish syncing 
10. Sign back in on your Quicken Mobile/Web app(s)

Once that is done, see if the issue still persists.

Let me know how it goes!

Julie2410

Hi - It has been syncing transactions for over an hour. Normal?

Thanks,

Julie

Julie2410

Finished syncing and it is now working!

Thank you so much!!!!

Quicken Jasmine

Hello @Julie2410,

You are very welcome, I am happy that I could help you resolve the issue.

Please don't hesitate to come back if the problem reoccurs!