What if anything does Quicken log during attempt to activate one step update?

jdparker225

I am trying to activate one step update for some accounts at a particular financial institution and only some of my accounts are found at the financial institution. What, if anything, is logged of the exchange of data between FI and Quicken regarding the accounts at the FI? Note: There is some very minimal logging during that set up in CONNLOG.TXT but there is nothing related to the accounts found during the search and what entity is being queried for those accounts.

Is there some Quicken setting that determines whether certain things get logged that I might want to turn on to get the information I am looking for in the Quicken log files?

Thanks

Jim

Quicken Alyssa

Hello @jdparker225,

Thank you for posing this question.

Sometimes, certain account types are not supported, which would prevent them from coming into Quicken. The supported account types vary depending on the bank, the connection method, and the instance used for the connection. In some cases, a financial institution will have more than one instance to choose from, and you can use one of the others to bring in another account type.

When looking at Quicken for Windows log files, you will find the most information pertaining to what's sent from the bank in the Sync Log. However, accounts that are not showing up in the Quicken software should not be showing in the log files, and if they are, that would be something we would need to look into further. If that ends up being the case, please contact Quicken Support for assistance.

If you can provide us with more information, we can look into this further with you:

• Which financial institution are you trying to add accounts from?
• What account types are missing?
• Are you the primary account holder for these accounts?
• Which connection method are you trying to connect these with? (If you aren't sure on this one, skip it)

Looking forward to your response!

jdparker225

@Quicken Alyssa Hmmm. I posted something yesterday.

I have been trying to connect my VISA carfd account with Mid-Atlantic Federal Credit Union for quite some time and I have, from time to time, posted on this forum about this problem without getting anything useful. I used to be able to connect, then the connection broke but QFX files were available so I didn't push very hard. Then they stopped providing QFX dowloads.

To answer your questions

1. Mid-Atlantic Federal Credit Union. I have tried connecting with both Mid-Atlantic Federal Credit Un and Mid-Atlantic FCU Credit Card
2. I can connect with my checking and savings accounts (3) with both but I cannot connect my VISA account with either. I have also tried Mid-Atlantic Corporate FCU but, not unexpectedly, my credentials don't work since I am not a corporate customer.
3. I am the primary account holder
4. Connecting with EWC (not EWC+)

I have tried asking the bank about it but until very recently have not gotten anywhere. Now they seem to be looking into it. They have asked for and I have provided screen shots. I am looking into the logs to see if there is any information there. I was hoping to see how Quicken was connecting to the bank to retrieve the accounts - like a URL or something.

Thanks

Jim

Quicken Kristina

Thank you for your reply,

The URL Quicken uses to connect with the financial institution can be found on the list of supported financial institutions (FIDIR). Based on what I can see in the FIDIR, the URL Quicken uses to connect is https://onlinebanking.mafcu.org/mafcuonline/uux.aspx#/login.

Both of the connections list credit as a supported account type.

How old is the credit card account? Sometimes, brand-new accounts can't be added because they're not yet fully set up on the financial institution's side. If that is the problem, you should be able to add it after a few days, once it's fully set up.

Has there recently been any fraud or security concerns with the account? Sometimes, financial institutions will restrict online access after a security issue with an account. If this is the reason for the issue, you would need to contact the financial institution for assistance.

Has there been activity on the account within the last 90 days? Sometimes, if there is no recent activity, an account will be flagged as dormant, which can prevent it from appearing in Quicken. If lack of activity is the issue, generating some activity on the account should correct it.

I hope this helps!

jdparker225

@Quicken Kristina Thanks. You actually have given some credence to a suspicion that I have had since looking at the fidir.txt line for Mid-Atlantic Federal Credit Union (MAFCU).

The URL you cited is the one in the Mid-Atlantic Federal Credit Un version of the line. I can put that in my browser, and it gets to an MAFCU login page.

The analogous one in the Mid-Atlantic FCU Credit Card version of the line is different: https://onlinebanking.mafcu.org/mafcuonline_41/uux.aspx#/login

Note the "_41" in it. If I put that URL in my browser, I get page not found.

For Direct Connect, the "credit un" version did not support credit card - only banking while the "credit card" version only supported the credit card. I suspect that when MAFCU switched from Direct Connect to EWC something was lost in the switch. I suspect that the switch occurred in 2017 because that's when I lost one step update on the account. But, until Feb 2023, QFX files were available for download, so I didn't complain - I should have.

The account is many years old, and it is the credit card we (my wife and I) use most frequently, maybe 60 transactions a month. But there has been fraudulent activity on it, so that's something I can bring up with them. However, they have not told us that there is any restriction, at least not on our use of the card, and we do online transactions.

Thanks

Jim

[Edited - Readability]

Quicken Kristina

Thank you for your response,

If the financial institution is unable to resolve the issue and/or if you wish to troubleshoot further, I recommend contacting Quicken Support directly for assistance. They have tools that we can't access on the Community and they're able to escalate the issue as needed. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!