Heritage Federal Credit Union not updating

Anob

Certain accounts with my credit union have not updated since the about April 3rd. I have done the validate & repair multiple times. I have uninstalled & reinstalled Quicken. Most of my accounts with Heritage have all accounts linked together with the same user name & password. My savings account will update but not my main checking account & those are the same account number! I have done the "Report a Problem" several times as well. I feel like I need to go back to a paper checkbook register here.

Also, when I do a One Step Update, the online balance for the checking account doesn't update. If I do the One Step Update a 2nd time, the online balance updates but nothing comes over or clears.

Bank account list.pdf

Quicken Anja

Hello @Anob,

Thank you for reporting this issue. Missing transactions—especially when no error code appears—can happen for a few different reasons. Below are some things to check which you can also review in more detail in this support article.

First, for a one-time occurrence:

1. Sort order or filters: Make sure your account register is sorted by Date (click the top of the Date column) and click Reset at the top of the register to clear any filters.
2. Pending transactions: Check your Huntington Bank website—transactions that are still pending may not download until they clear.
3. Download window: Some banks only allow downloads for the last 90–200 days. Older transactions may need to be manually downloaded via Web Connect.
4. Matching or renamed transactions: Sometimes downloaded transactions match incorrectly to existing entries and don’t appear as new.
5. Deleted or moved transactions: If a transaction was deleted or moved to another account, it will not download again automatically.

If this happens frequently:

1. Go to Edit > Preferences > Downloaded Transactions and ensure Automatically add to banking registers is unchecked.
2. Use the Actions Gear Icon in the register and select Update Now to refresh online account information.
3. Check that the Sort Order is by Date and click Reset to remove filters.
4. Refresh your login session via Help > Refresh Sign In, then try One Step Update again.
5. Verify that downloaded transactions aren’t hidden by checking Tools > Account List > Show Hidden Accounts.
6. If using Direct Connect, please note that only Huntington Bank can escalate any data delivery issues, as the download comes directly from their servers.

If none of these steps resolve the issue, please reach out to Quicken Support for further assistance.

Thank you!