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One Step Updates are FAILING

Kcamack

My one step updates are failing for Chase and Citi and have been all weekend - get message that the FI is blocking transactions and come back later - It's now past the Later and they are still not working — This started after the last quicken update. The last update also wipes out manually entered transactions that are then received on the update!!

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Online Banking

Windows

Missing Transactions

Comments

Kcamack

They fixed the One-Step Update problem

Quicken Carlos

Hi @Kcamack,

Thank you for reaching out to the Quicken Community.

I'm glad to hear that One Step Update is working again as expected. I checked my internal tools, and both Citibank and Chase are currently showing the Status: OK.

Regarding the missing manually entered transactions, I recommend following the steps outlined in our support article on missing transactions.

To check for filters:

Confirm that the Sort Order in your account register is set to Date by clicking the Date column header.
If the Reset button is visible at the top of the register, click it. This will clear any filters that may be applied and ensure that the register is displaying all transactions.

I look forward to your reply.

Kcamack

There is no "Reset" button

I have turned off ALL the Quicken automation! See the post about the Memo field being overwritten on Update.

https://community.quicken.com/discussion/comment/20564160#Comment_20564160

[Edited - Readability & Enabled Link]

UKR

Please note that the "Reset" button is only available when a Filter is active.

To avoid confusion, the instructions should probably read:

"2. If the Reset button at the top of the register is showing, click it to clear any filters …"

Quicken Carlos

Hi @UKR,

Thank you for the feedback. I've updated the post to help avoid any confusion.

Thank you as well for your reply and for providing additional details, @Kcamack.

If you haven't done so already, I recommend trying the troubleshooting steps shared by @mshiggins and @UKR, and letting us know the results in this thread:

https://community.quicken.com/discussion/7974869/overwritten-memo-field

I hope this helps!

Quicken Carlos

Hi @Kcamack,

Thanks for your reply and for sharing those screenshots!

Those settings should help going forward, so I recommend monitoring future downloads to confirm that the memo field is downloading correctly and that the memos are no longer being removed.

For transactions that were previously downloaded with an incorrect or missing memo, I recommend entering the memo manually. If you have multiple transactions that need the same memo, you can use the Find and Replace tool to update them more efficiently. I suggest following the steps from our support article. Before following these steps, I recommend creating a backup of your Quicken data file.

To do so:

Go to Edit > Find/Replace.
Search for the payee, word, phrase, or amount you want to find.
Select the transactions you want to update.

Click Replace and select Memo.
Enter the memo you want to use.
Click Replace Selected to apply the changes.

I hope this helps! Let us know how it goes.