Prompted to set up a new account when downloading [Edited]

mygolf

Every time I do an account download I am required to set up a new account. It does not let me download to an existing account. It does not matter what account or what bank. When this happens, I also have to set up a new web connection. And on some occasions, I lose some or all past history.

Quicken Kristina

Hello @mygolf,

Thank you for letting us know you're seeing this issue. When did this problem start? Which financial institution(s) is this happening with? What method are you using to download transactions (are you using One Step Update, or are you importing a file into your Quicken)? Is account history going missing, or do you have duplicate accounts with differing amounts of history?

If possible, please post screenshots of what you are seeing when you try to update your accounts, especially any messages or error codes you see.

If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

I look forward to your response!

mygolf

This happens everytime I do a download, just importing a file into Quicken. Not using One Step Update. The Quicken file I end up with is whatever on the current statement, losing all history back to Jan 1st. Problem started sometime in December last year.

I have a checking account and two credit cards with B of A and one credit card with Citi.

I tried to do a screen shot , copy and even save but the neither my Quicken download process nor the Qucken instructions will not allow me. During this process I have two options - create a new account or link to existing. I've tried both ways and found to get a proper download I have to create a new account. Today, when I did my checking account, the transaction download showed only transactions from 4/16 to 4/12. I lost all data from 1/1 to 4/11

mygolf

After doing all my downloads, I just went back and checked my my account on-line service status and now all accounts have been reset to automatic entry is on. First time I've noticed this happening. Now what?