Corebridge/Valic

Question

Using Quicken Classic on Windows 11.

Unable to get Corebridge/Valic to do an update - just says an error has occurred at this time.  Any ideas on how to fix?

Thanks,

Mike

Quicken Carlos · Answer

Hi @mcl1jw,

Thanks for letting us know about the issue you're experiencing.

If you haven't done this yet, I suggest following the steps outlined in our support article about missing transactions:

* Go to Edit > Preferences > Downloaded Transactions. Make sure the option Automatically add to banking registers is unchecked.
* Refresh your online account information by clicking the Actions (Gear) icon in the upper-right corner of the register and selecting Update Now. Follow the on-screen instructions to complete the update.

* Confirm that the Sort Order in your account register is set to Date. Just click the top of the Date column in your account register.
* If applicable, click the Reset button at the top of the register. This will confirm that there are no filters applied to your account register.

* Try refreshing your login session. To do this, go to Help > Refresh Sign In. After completing the log-in process, try running a One Step Update again.
* Click on All Transactions in your Account Bar and search for the missing transaction(s). If you find the transactions in an incorrect account, you can move them to the correct account. Just select the transaction(s), right-click, and select Move transaction(s). Select the correct account and click OK.
* Go to Actions (Gear Icon) > Register Columns and check Downloaded Payee in the account register. This allows you to search by Payee to confirm that the transactions haven't been renamed unexpectedly.
* Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm that the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

If the issue persists, let me ask you a few questions:

* Are these missing transactions over 90 days old?
* Are these transactions still marked as pending on your bank's website?
* Have any transactions been deleted recently?

I look forward to your reply!

mcl1jw · Answer

I'm making a connection now with Quicken but it's not downloading any data.

Quicken Carlos · Answer

Hi @mcl1jw,

Thank you for letting us know about the issue you're experiencing and for sharing the screenshot.

The OL-301 error is a general error. Since the specific error message refers to OL-89-B, I suggest following the troubleshooting steps outlined in our support article for that error.

I recommend waiting 24 hours and then attempting the update again. If the issue persists after 24 hours, I suggest contacting your financial institution.

Quicken does not have access to the financial institution's servers to correct this type of issue. You may need to ask to speak with an online services specialist who handles transaction download issues at the financial institution. If your financial institution states that they are unable to assist, an escalation with the financial institution may be necessary.

Let us know how it goes!