nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Credit Card Download from Bank of America not working

crossle86

On Monday, I tried to update my Bank of America credit card accounts, and transactions are not downloading. I have tried reset and deactivate/reactivate but no lick.

[Edited-Readability]

Find more posts tagged with

Online Banking

Windows

Missing Transactions

Accepted answers

All comments

crossle86

In my case it runs the download, no errors, completes but no transactions and before deactivate, no balance update. After reactivate, the balance updates but still no trx no errors. Quicken Windows R48.15. (And thats luck not lick :-)

crossle86

This is special: BofA on thier site says they no longer download trx to a Quicken compatible file. They tell you to set up downloading in Quicken and download directly. Fine idea if it worked :-) Pretty bad to drop the backup for failing Quicken. Customer first!

Quicken Carlos

Hi @crossle86,

Thanks for reaching out to the Quicken Community!

After doing some internal research, I found that the account appears to be connected to an instance that is no longer available.

To better understand the issue, I would like to ask a few questions:

What is the exact name of the instance that Quicken is connecting to?
What is the connection type?

To confirm this information:

Go to Tools.
Click Edit next to the affected account.
Select the Online Services tab.
You should see the exact instance name and connection type listed there.

Has the sort order been changed in the register?
To confirm, click the top of the Date column in the account register.
Are there any filters applied in the register?
Click the Reset button at the top of the register to ensure no filters are active.
Are the missing transactions more than 90 days old?
Are the transactions still showing as “Pending” on the bank’s website?

I look forward to your reply!

crossle86

The financial institution is zzz-Bank of America-All Other States, the connection method is Express Web Connect+. No change to sort, trx not over 90 days, trx not pending, no filters.

Quicken Carlos

Thanks for your reply, @crossle86,

The "zzz" in the financial institution name indicates that the instance currently connected to the account is no longer active. This may be contributing to the issue with missing transactions. I recommend following the steps in our support article regarding zzz before the bank name in Quicken.

Before performing any troubleshooting steps, I recommend creating a backup of your data file.

After that, please deactivate the affected accounts again, including any hidden or closed accounts.

To Deactivate an Account

Select the Tools menu and choose Account List.
If applicable, click Show hidden accounts in the lower-left corner.
Select the account you want to deactivate, then click Edit.
In the Account Details window, select the Online Services tab.
Click Deactivate next to the service you want to disable.
Click Yes to confirm.
Go to the General tab and delete the financial institution name that includes "zzz".
Click OK.

To Reactivate the Account(s)

Go to Tools > Add Account.
Select the financial institution for the deactivated account(s) (for example, Bank of America).
If prompted, choose the connection method.
Enter your credentials and click Connect.
When the list of located accounts appears, choose LINK next to each account you want to reconnect.
Click Next, then Done on the final prompt.

Once completed, try downloading transactions again and let me know if the missing transactions appear.

I look forward to your reply!

crossle86

Carlos: Thanks for the help. I followed the steps and transactions did download. It was mostly correct but the transactions did not add up to the balance. I assume some trx were missed along the way. I did not find them and finally decided to adjust the register so it matchs the banks balance. We will see how it goes from here. I had the zzz- thing for quite some time and it appeared to work correctly so I did not pay that any attention. Works until it doesn't :-)

Quicken Carlos

Thanks for your reply @crossle86,

I'm glad to hear that the steps above worked for you. Your update may also help other users who encounter the same issue. I recommend monitoring the connection going forward. If you encounter any issues or errors, please don't hesitate to reach back out to us.

We're here to help!