Can't download/import new PenFed transactions in exisiting PenFed credit card account

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ChuckS1
ChuckS1 Member ✭✭
in Download, Add/Update Accounts (Windows)
As usual, can't connect to update to my PenFed account... :(

So, I downloaded the transactions from PenFed using the QFX Format (Quicken 2006 and higher) option. Before, Quicken would import those into my PenFed account in Quicken. Today, I got a new-to-me "Import Downloaded Transactions " window that displays my PenFed credit card information and two options: "Create a new account" or "Link to an existing account" with a dropdown menu that includes the correct PenFed account.

I selected the "Link to an exisitng account" option, selected the PenFed account, hit the "Import" button and got an error message that says "The account you selected cannot contain the date you have downloaded. Please select a different account". I hit the "OK" button on the error message window and Quicken has apparently locked up; nothing happens except that the window has greyed out and the error message remains. No matter how many times I hit the "OK" button, the error message won't close.

Had to use Widnows Task Manager to close Quicken. Now that Quicken has restarted, the transactions Quicken said couldn't be imported now appear in the account.

Any ideas as to what's going on and how to fix this error I'm getting? Is there something I need to do?

Comments

  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited January 2021
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    Hello @ChuckS1

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    It sounds as though the accounts may be connected for transaction download. It's possible that this may interfere when importing a QFX file. 

    To verify the connection method being used, please choose the Tools menu in the upper left then select Account List. Click Edit next to your account, then choose the Online Services tab at the top.

    If you see that the account is using Express Web Connect/Direct Connect, I would deactivate the account and attempt to import the file once more.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    You may also contact support directly for one on one assistance with the steps in need be.

    https://www.quicken.com/support#contact-support

    Please let us know how it goes!

    -Quicken Tyka

    ~~~***~~~
  • ChuckS1
    ChuckS1 Member ✭✭
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    Thanks for the response. I did as you suggested and the account is set up for transaction download. Now what?
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Options
    Hello @ChuckS1

    Thank you for the response and the additional details.

    If you see that the account is using Express Web Connect/Direct Connect, I would deactivate the account and attempt to import the file once more.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    You may also contact support directly for one on one assistance if necessary. 

    https://www.quicken.com/support#contact-support

    Quicken Care has the ability to initiate a screen share to view the issue and provide more assistance.

    -Quicken Tyka
    ~~~***~~~
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