Ongoing USAA transaction download problem

Randall.G
Randall.G Quicken Windows Subscription Member ✭✭

Does quicken have an open issue with USAA downloads? I see questions in the community, but links to pages I can't access for more information.

My USAA Problem - My Update has gone fine - No Errors or warning. It appears that the updated sucesfully contacted USAA and got the updated. But no transactions have downloaded. And there are new transactions there.

I have reset all USAA accounts. Deactivated all and reactivated, and did a file validation and repair. Bottom line, everything appears to work from the UI, swirling donut and no errors, but no transactions or current balances are download.

Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Randall.G,

    I am sorry to hear that you are experiencing this issue with your USAA account(s). I invite you to review the instructions below in an attempt to resolve this issue. Please save a backup before proceeding (just to be safe).

    1. Deactivate all the accounts associated with USAA.
    2. Navigate to USAA's website, (www.USAA.com), look for third-party apps, and unlink Quicken.
    3. After the accounts are unlinked, return to Quicken, and attempt to Add the USAA accounts by using the "+" button.
    4. Click on "Tools"
    5. Select "Online Center"
    6. Make sure that "USAA" is selected in the account dropdown
    7. Hold CTRL + SHIFT + Click on Contact Info
    8. Click on "Reset DTStart"
    9. Perform a One Step Update. 

    Please let me know how it goes!

    -Quicken Jasmine

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  • Randall.G
    Randall.G Quicken Windows Subscription Member ✭✭

    Hi Jasmine,

    This did not work.

    I followed your recipee exactly step by step. No USAA Accounts updated. There are new transactions.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Randall.G,

    I apologize that those troubleshooting steps failed.

    Due to the nature of this issue, I suggest reaching out to Quicken Support for further assistance as an escalation may be in order. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    Thanks!

    -Quicken Jasmine

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  • Randall.G
    Randall.G Quicken Windows Subscription Member ✭✭

    Quicken confirmed during my call that the problem is with USAA.

    What is the status of this issue? It's been over a month without a working connection to my USAA accounts.

    I'm not getting any information from either USAA nor Quicken about the issue.

    Is there an update? Is Quicken planning on discontinuing access to USAA?

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Randall.G,

    I certainly understand how frustrating this must be, and we appreciate you following up!

    Since you are not receiving any errors, 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.

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

    Once that is done, see if the issue continues to persist.

    Let us know how it goes!

    -Quicken Anja
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