I have 4 accounts at the same bank. They use to all download now only 2.

qknDJZ
qknDJZ Quicken Windows Subscription Member

I have 4 accounts at the same bank. All of them use to download from the vault one step update. Now for no known reason 2 of the accounts that are my business checking and savings no longer update. What happened and how do I get it back on track?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    When you do TOOLS, Account List … what shows in the "Transaction Download", "Last Download" & "Financial Institution" columns across from these accounts? What grouping are they in (Personal Spending, Personal Credit, etc)?

    When you click HELP, About Quicken, what shows as the Q product you're running and it's RELEASE?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are they set up with the same login info or different logins?

    What is the connection method?

    Quicken Classic Premier (US) Subscription: R66.28 on Windows 11 Home

  • qknDJZ
    qknDJZ Quicken Windows Subscription Member

    Thank you both for attempting to help. I still have not been able to fix the problem. The one step update brings in the correct online balance for all four accounts but only brings in the transactions for 2 of the 4 accounts. How can it be accessing the account balances and showing them in quicken but not bringing in the transactions since December?

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @qknDJZ Please respond to the questions we asked. It's very difficult to diagnose your issue without that info.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP