Alaska 529 bug?

Question

Hi,

I was able to successfully add

https://www.alaska529plan.com

as an institution.  Quicken found the two accounts I have there and added them.  However, only one of the accounts shows holdings.  The other one is in my sidebar, but with a zero balance and no holdings.

jacobs · Answer

I have to say that this seems like an issue that Quicken should manage. Doesn't seem appropriate to ask paying customers to troubleshoot these connections, which are fundamental to your software.

I'm not here to defend Quicken, but think about this… You say that one of your accounts is working correctly. Wh ice means that Quicken's software and connectivity action to the financial institution appear to be working correctly. But your other account isn't downloading transactions. (and you've tried this in a new file for testing.) That surely seems to point at some problem with the financial institution, not the Quicken software, since the one account works fine. So if it's something specific to your account, or the type of account, it's something only the financial institution can fix. Quicken doesn't have your accounts, so if they ask their connectivity provider to run a test of connectivity, it will work because — as we know from one of your accounts — it does work. So unless you gave Quicken your login credentials, I don't see how they could test your specific account to see what's going wrong. Whereas at the financial institution, they might be able to look in their system to see what's different between these tow accounts, of to check their server's logs to see what happens when you attempt to connect and download.

Quicken Anja · Answer

I completely understand your perspective and agree that ensuring reliable connections is critical to your experience with Quicken.

In this case, financial institutions play an essential role in maintaining these connections, as they manage the transmission of data to Quicken. Reaching out to them can help ensure the issue is addressed from their end, as they may be able to resolve it directly or provide additional insight.

That said, if you encounter any challenges or the issue persists after contacting your financial institution, please don’t hesitate to let us know. We’ll be happy to work with you to find a resolution.

Thank you!

Shapquit · Answer

OK.  I can try that.

However, I have to say that this seems like an issue that Quicken should manage.  Doesn't seem appropriate to ask paying customers to troubleshoot these connections, which are fundamental to your software.