Repeatedly having to "Reset Account" for transactions to download

seamushennessy

Over the past 3 weeks, I'm having to reset my credit card and bank accounts to download transactions. What's changed at @Quicken.

Quicken Anja

Hello @seamushennessy,

Thanks for reaching out to tell us about this issue!

To better assist you, could you please provide the following details?

• 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, etc.)?
  • Please provide the exact file path as shown in the example below.
• Which financial institutions are affected—are these all the same bank/credit card, or multiple different ones? Please provide the financial institution name(s).
• What is prompting you to reset the accounts—what exactly happens? Do you receive an error code or message, or does nothing download at all with no errors?
• When you perform the reset, are you using the “Reset Account” button in Quicken, or are you fully deactivating and then reactivating the accounts?
  • If you’re deactivating/reactivating, are you reactivating via;
    • Online Services > Set Up Now… or
    • Tools > Add Account?
• Have you attempted any troubleshooting steps so far? If so, what were they?
• 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?
• Were there any significant changes to your system or software before the issue began (updates, new installations, etc.)?

Your answers will help us diagnose the issue more effectively.

Looking forward to your response!