Still getting Venmo 2FA requests for one account but not for a separate Venmo account

Brian Biggs
Brian Biggs Quicken Windows Subscription Member ✭✭✭✭

I'm resurrecting an old topic because after over a year, I'm still having issues with downloading from Venmo, but only for one account. Below are links to a couple of previous discussions on the topic.

For review, I have two Venmo accounts in Quicken. One account, which I've had setup for years, updates with no problems. The other one, which I setup maybe a couple of years ago, prompts me EVERY TIME for a 2FA code that gets sent to the phone. I can't get around this. Both are set up for Express Web Connect. I would really like someone technical at either Quicken or Venmo to tell me why this is happening, and it would be even better if there was a fix or workaround that didn't involve me having to get the 2FA code every time. If it can ignore 2FA for one account, I would think it should be able to do it for the other one.

Venmo support says it's Quicken's problem and to contact them. Comments in this forum (particularly in the second discussion thread below) indicate it's Venmo's problem and to contact them. Can't win.

I have logged out of my Quicken account and back in and the problem is still there. I have used Quicken with this same data file on multiple computers and have the same problem.

I also did the Report a problem in Quicken itself, but I have my doubts about how useful that is. And I will get no feedback on the issue either.

************************

Venmo account requires that I enter a security code every time I connect

  • This is my original post from June 2023. I never replied (😕sorry) before the discussion was closed, but I did log out and back in as my Quicken account and the problem was not resolved.

Venmo Suddenly Requires 2FA Every Time

Quicken Deluxe, Version R60.20, Build 27.1.60.20
Windows 11 Pro Version 24H2 (OS Build 26100.2605)

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Brian Biggs,

    I'm sorry to hear you're still encountering this issue. To clarify, are you able to download into Quicken, but have to complete the multi-factor authentication every time? Are you getting any errors or having issues with nothing downloading?

    I look forward to your reply!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Brian Biggs
    Brian Biggs Quicken Windows Subscription Member ✭✭✭✭

    No errors, no issues downloading transactions. For one account I have to complete the MFA every time. For the other account, I never get prompted for MFA. Transactions for both accounts always download without issue.

    Quicken Deluxe, Version R60.20, Build 27.1.60.20
    Windows 11 Pro Version 24H2 (OS Build 26100.2605)

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    The requirement for multi-factor authentication comes from the financial institution side. It is strange that Venmo would require it for one but not the other account. Do the accounts each have their own separate login credentials, or do they share the same credentials? If they're separate, then have you checked the security settings on the financial institution's website for the problem account? Is there any sort of "remember me" option in the account security settings, and if there is, do you have that setting active for both accounts? Do you log into both accounts using the same browser, or do you use a different browser for each account?

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Brian Biggs
    Brian Biggs Quicken Windows Subscription Member ✭✭✭✭

    @Quicken Kristina,

    Answers to your questions:

    • Separate login credentials for each account.
    • The "remember me" functionality works at the browser level.
    • I can log into both accounts from the same browser or different browsers. I am able to remember the account and avoid the MFA prompt for subsequent logins for BOTH accounts.

    The issue is that Quicken doesn't have a way to "remember" the login. So I get prompted each time for that second account. I NEVER get prompted for the first account, and I don't know why.

    Will any of the Quicken log files shed any light on the situation?

    Thanks,
    Brian

    Quicken Deluxe, Version R60.20, Build 27.1.60.20
    Windows 11 Pro Version 24H2 (OS Build 26100.2605)

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    While it is possible to see the multi-factor authentication (MFA) prompts in some of the Quicken log files, it doesn't show what triggered them, just that they happened. It is ultimately the financial institution that determines when/if MFA is required.

    If you haven't already done so, please backup your Quicken file, deactivate the problem account, then go to Tools>Add Account, follow the prompts, and carefully re-link the account to the existing nickname in Quicken.

    Once the account is re-linked, test to see if the issue persists.

    Please let me know how it goes!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Brian Biggs
    Brian Biggs Quicken Windows Subscription Member ✭✭✭✭

    Yes, this has been done multiple times. I did it again last night and tonight. Same result. Still getting prompted for the MFA code.

    Quicken Deluxe, Version R60.20, Build 27.1.60.20
    Windows 11 Pro Version 24H2 (OS Build 26100.2605)

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    To check for a file-specific issue, please backup your Quicken file, deactivate the problem account, go to Tools>Add Account, follow the prompts, and add the account as a new account instead of linking to the existing account.

    Once you've added the account as a new account, test to see if you're still receiving MFA prompts every time you update the account.

    I hope this helps!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Brian Biggs
    Brian Biggs Quicken Windows Subscription Member ✭✭✭✭

    @Quicken Kristina,

    I deactivated the Venmo account that was always prompting for MFA. I added a new account with the Venmo bank using that account's credentials. I was prompted for MFA once, and then immediately Quicken prompted me for MFA a second time, before the account creation in Quicken was complete.

    Transactions were downloaded as expected. I performed an update immediately afterwards and was NOT prompted for MFA. However, this morning, I tried to update the account and was again prompted for MFA. So the problem is still occurring.

    Next steps?

    Thanks,
    Brian

    Quicken Deluxe, Version R60.20, Build 27.1.60.20
    Windows 11 Pro Version 24H2 (OS Build 26100.2605)

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    Since the issue is persisting, even when added as a new account, this is unlikely to be a file-specific issue. Ultimately, it is the financial institution that decides what security is required and when.

    Your initial post implies that you've already spoken with Venmo's support about this. Do you recall when you spoke with them and what happened on the call? Did they have you do any troubleshooting?

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Brian Biggs
    Brian Biggs Quicken Windows Subscription Member ✭✭✭✭

    Venmo was not helpful. My only contact with them was via email. Their reply to my initial inquiry was as follows:

    I'm afraid Venmo does not have any partnership with a third party accounting platform. We can't troubleshoot any issues you're having with your Quicken. You will need to reach out to Quicken directly.

    As I continue to go back and forth with both Quicken and Venmo on this, I will need additional information to take back to Venmo.

    Is there information I can take from any Quicken logs to show the information that is being received from Venmo? I asked this before, but you didn't provide information about which log would contain the information. Which log has that info, and what am I looking for?

    Does Quicken have any "partnership" with Venmo regarding transaction downloading? Venmo appears in the list of financial institutions when you create a new account in Quicken or setup Online Banking. Is Quicken just adding Venmo to that list, or is there some "support agreement" that is in place with Venmo? I find it hard to believe that Venmo can say they just can't do any troubleshooting.

    Thanks,
    Brian

    Quicken Deluxe, Version R60.20, Build 27.1.60.20
    Windows 11 Pro Version 24H2 (OS Build 26100.2605)

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited January 21

    Thank you for your reply,

    To answer your question about whether or not Quicken partners with Venmo, Quicken partners with many financial institutions, including Venmo, to be able to connect and download transaction information. That said, most front line financial institution customer service/tech support are not knowledgable about 3rd party integration. Typically, you'd need to speak to a supervisor or higher level of tech support to reach someone knowledgable.

    I think it would be better to avoid ping ponging between Venmo and Quicken if possible. I forwarded this issue to the proper channels for further investigation and resolution. The problem report you sent on 5 Jan 2025 included only a screenshot; we will need the log files also. For us to further investigate this issue, please go to Help>Report a Problem and send a problem report with the log files attached.

    While you will not receive a response through this submission, these reports will help our teams in further investigating the issue.

    If the issue can't be resolved on our end, then our teams should at least be able to provide the information you'll need to give Venmo for a resolution on their end.

    We apologize for any inconvenience!

    Thank you.  

    (CTP-12003)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Brian Biggs
    Brian Biggs Quicken Windows Subscription Member ✭✭✭✭

    I submitted a new report with relevant log files attached. Will you update this discussion when you hear back from the internal Quicken team?

    Quicken Deluxe, Version R60.20, Build 27.1.60.20
    Windows 11 Pro Version 24H2 (OS Build 26100.2605)

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for your reply,

    When I hear back from the team, I'll either post to this thread or send a DM.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Austin@
    Austin@ Quicken Mac Subscription Mac Beta Beta

    @Quicken Kristina I am having the same issue as @Brian Biggs (I have to go through Venmo MFA verification every single time I update my accounts). Would it be helpful if I submitted log files as well?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Austin@,

    Thank you for letting me know you're encountering this also! Yes, if you're experiencing the same issue, please send logs so I can add you to the ticket.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • Brian Biggs
    Brian Biggs Quicken Windows Subscription Member ✭✭✭✭

    Any update on this issue, @Quicken Kristina? Any estimate on when there might be an update? Will this discussion be auto-closed after a certain number of days, whether there is feedback received or not?

    Quicken Deluxe, Version R60.20, Build 27.1.60.20
    Windows 11 Pro Version 24H2 (OS Build 26100.2605)

  • Austin@
    Austin@ Quicken Mac Subscription Mac Beta Beta

    @Quicken Kristina Sorry for the delay in getting my log files sent over. I just submitted them this morning. Thanks!

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited January 21

    Thank you for your replies,

    Unfortunately, our teams do not provide us with an ETA. This discussion will be closed after approximately 30 days of inactivity. It is possible to prevent the thread from closing by keeping it active (by posting at least once before enough time has passed for it to be closed). If the discussion is closed, I'll still be able to reach out to you via DM if the team working on the issue needs more information or believes the issue has been resolved. You would also be able to create a new discussion if you had additional questions or needed to check on the status of the issue.

    Thank you for sending logs! I attached them to the ticket to assist with investigating the issue.

    Thank you!

    (CTP-12003)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.