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Cannot download any transactions from any of my accounts

lkopec

For the past week I have not been able to download any transactions. When I run One Step Update, Quicken locks up at the screen shown below. I can't close the window or cancel the update. The only way out is by cancelling the Quicken processes in Task Manager. I have done a super validation on my quicken file twice with no errors. I created a new file, set up one of my online accounts in it and successfully downloaded transactions. Any thoughts on what I should do next??

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Online Banking

Windows

download transactions

One Step Update

Accepted answers

lkopec

I think I've beaten it. I could not get my existing data file to download any transactions without locking Quicken. Last night I exported all of my transactions and imported them into a new data file, which corrected the issue. It wasn't entirely without problems (several account balances had to be corrected), but all in all it was a success.

Thank you so much for all your help!!

Larry

All comments

Quicken Jasmine

Hello @lkopec,

Due to this issue occurring across multiple financial institutions and all of your accounts, I believe there may be an issue with your online token.

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.

Navigate to Edit
Preferences...
Quicken ID & Cloud accounts
Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
Follow the prompts to Sign Out
Sign back in using your Quicken ID (email) and password

Let us know how it goes!

lkopec

No, this didn't work. I've tried it 4 times today. On my first attempt, it appeared that one of my accounts was downloading. However, after 20 minutes it was still downloading, and none of the other accounts had started downloading. As before, I closed Quicken by ending the Quicken processes in Task Manager. The 3 subsequent attempts failed as described in my initial post.

I am at a loss. If anyone has any other ideas, please let me know!

Thanks!

Quicken Jasmine

Hello @lkopec,

This could also be an issue with your data file due to the multiple financial institutions. I invite you to review the instructions below. It is recommended to save a backup before proceeding.

Validate:

File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

Super Validate:

File
Hold CTRL + Shift and click Validate and Repair File...
Super Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

Let me know how it goes!

Quicken Jasmine

Hello @lkopec,

Are you still requiring assistance?

Let me know!

lkopec

Thank you so much for all your help!!

Larry