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Issues with banking transactions downloading

mgjames63

Since the most recent patch my banking and credit card transactions have ceased to download. I’ve manually reinstalled the patch and restored a backup file prior to the update with no luck. Also quicken is syncing with quicken cloud which is currently disabled in my preferences.

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Online Banking

Windows

QWIN - Mobile/Web Sync

download transactions

Update

Comments

Quicken Anja

Hello @mgjames63,

Thanks for sharing the details about your issue. To help us troubleshoot why your banking and credit card transactions are not downloading, could you clarify a few things:

Which financial institution(s) are affected?
Are you receiving any error messages or codes when attempting to download transactions?
Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g., OneDrive, DropBox, USB)?
Are you using a VPN while updating your accounts? If so, does disabling it make any difference?
Do you have any antivirus or malware protection software running that may be interfering with Quicken? If so, have you tried temporarily disabling it to see if the issue persists?

Providing this information will help us narrow down the cause and determine the next steps.

Thank you!

mgjames63

The institutions affected are Chase Bank and Amex as well as a smaller regional bank. I disabled virus protection noting that this had not been a problem previously. It did not help. No error messages. The data is stored on google drive but accessed locally from my hard drive. VPN is not used. Also, the brokerage accounts are not affected and are downloading transactions. The software goes through the Onestep update cycle but during the process it launches syncing with quicken cloud which is turned off. The update finished but no transactions are downloaded or online balances updated. It does state in the register header an updated last download date and time though.

mgjames63

I’ve also restored a backup prior to the last update without any success. I’ve also manually installed the last patch without any success.

mgjames63

Lastly, I’ve reset all the affected online accounts as well as reinstalled the program. This actually worked and downloaded some of the account transactions for 2 of 3 Chase accounts one time but then reverted back to the current state of not downloading.