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Transactions Not Downloading — Quicken Tries to Create Duplicate Accounts

weyd

Windows, Windows 11 Home, Version R65.29

Hi,
Please help!

I used Quicken Classic (Canada) for Mac for more than 10 years and it worked perfectly. Since January, I switched to Windows, and it’s no longer working properly.

The download of transactions for my chequing account and VISA accounts is not working. The screenshot below shows “No” for both accounts.
When I try to edit the account and enable Express Web Connect, Quicken attempts to create a new account instead of linking to the existing one.

I would like to reconnect my existing accounts so they update automatically — ideally without having to recreate them, as that would be very messy.

PS: I have another chequing account that connects and updates just fine.

Thank you for any help!

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Quicken Alyssa

Hello @weyd,

Thank you for sharing your experience.

I have some follow-up questions for you:

How long has this been happening?
What financial institution are these accounts held with?
When you click Edit next to these accounts from the Account List, then go to Online Services, do you see a Deactivate button or Set Up Now?
- If you see "Deactivate", please deactivate both accounts and then try reconnecting them. Be sure to LINK to the existing accounts.

Let me know what you find, and we will go from there!

weyd

Hi Alyssa,

Thank you for your prompt reply.

Here are the answers:

This has started a couple of weeks after purchase of new license under Windows
Bank is RBC (Canada)
When I click Edit, I don't have the diactivate option, only Set up Now.

Quicken Alyssa

@weyd,

Thank you for following up.

If you check under the General tab, do you see anything in the Financial Institution or Account Number fields? If so, clear out those fields and try connecting these accounts again.

Let me know how it goes!

weyd

Thanks Alyssa. No account number is indicated :(

Quicken Alyssa

@weyd,

Thank you for providing additional information.

Let's try validating your file. To do this:

Save a backup.
Go to File.
Select Validate and Repair file…
Check the first box for Validate file.
Click Ok.

Once the validation has completed, it will produce a report of anything it has found/corrected. After this, try adding your accounts again, and let me know if anything has changed.

Thank you.

weyd

Thank you Alyssa. I was able to upload and connect both accounts. Unfortunately it has duplicated with the non-connected ones, so I moved to separate accounts to eventually close them.

Thanks again

Quicken Alyssa

@weyd,

Thank you for following up.

Sorry to hear that your accounts were duplicated again. The method you have used of keeping them separate and eventually closing them will work.

If you decide to look into this further, please contact Quicken Support directly so they can walk you through the process in real time.

Thanks again!