wells fargo not syncing

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mulldoc
mulldoc Member ✭
edited April 2022 in Errors and Troubleshooting (Mac)
I've updated my banking password, but the Quicken page freezes and doesn't connect to the bank. It might work every few days. But, then it still doesn't remember the password and the page to enter it again won't open. It freezes in the screen that says it is connecting to the bank .
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  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
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    Hello @mulldoc

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

    If you have not done so already, I would recommend deleting the password saved in the keychain to see if this resolves the issue. To do so, please follow the steps shown below.

    First, deactivate all the accounts with the affected financial institution

    1. Open Quicken.
    2. Go to the Accounts menu and choose Hide and Show Accounts;
    3. Uncheck any accounts with this specific financial institution (FI) that are hidden in Lists;
    4. When complete, click on the account name for your account(s) in the Accounts toolbar in Quicken.
    5. Click the Settings icon in the bottom right corner of the screen.
    6. Select the Downloads tab.
    7. Click on Disconnect Account.
    8. Click Done. Do this on each account with this FI. 
    9. Quit Quicken.

    Second, delete Quicken passwords from the Keychain

    1. Open Finder and go to Applications > Utilities > Keychain Access app;
    2. On the left panel in the Keychain app, set the Keychains to Login and the Category to Passwords.
    3. Find and delete any entries that show Quicken or Quicken Connect and this FI name;
    4. Quit the Keychain Access app and open Quicken.

    Third, update the bank list in Quicken

    1. Go to Accounts > New and pick an account type matching one of the affected accounts.
    2. At the bottom of the window that lists the financial institutions, click the "My bank is not listed" question mark icon; then click Update List.
    3. When the list finishes updating, it will display the current date. Click the Show List button to continue.

    Lastly, re-add the accounts

    1. Type the name of the financial institution and make the appropriate selection.
    2. Enter your login credentials and click Continue.
    3. When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.
    Please let me know if these steps work to resolve the issue.
    ~~~***~~~

Answers

  • rfields70
    rfields70 Member ✭
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    I am having the exact same issue - same bank. Quicken please address this since I'm guessing we are not the only two out there.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Answer ✓
    Options
    Hello @mulldoc

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

    If you have not done so already, I would recommend deleting the password saved in the keychain to see if this resolves the issue. To do so, please follow the steps shown below.

    First, deactivate all the accounts with the affected financial institution

    1. Open Quicken.
    2. Go to the Accounts menu and choose Hide and Show Accounts;
    3. Uncheck any accounts with this specific financial institution (FI) that are hidden in Lists;
    4. When complete, click on the account name for your account(s) in the Accounts toolbar in Quicken.
    5. Click the Settings icon in the bottom right corner of the screen.
    6. Select the Downloads tab.
    7. Click on Disconnect Account.
    8. Click Done. Do this on each account with this FI. 
    9. Quit Quicken.

    Second, delete Quicken passwords from the Keychain

    1. Open Finder and go to Applications > Utilities > Keychain Access app;
    2. On the left panel in the Keychain app, set the Keychains to Login and the Category to Passwords.
    3. Find and delete any entries that show Quicken or Quicken Connect and this FI name;
    4. Quit the Keychain Access app and open Quicken.

    Third, update the bank list in Quicken

    1. Go to Accounts > New and pick an account type matching one of the affected accounts.
    2. At the bottom of the window that lists the financial institutions, click the "My bank is not listed" question mark icon; then click Update List.
    3. When the list finishes updating, it will display the current date. Click the Show List button to continue.

    Lastly, re-add the accounts

    1. Type the name of the financial institution and make the appropriate selection.
    2. Enter your login credentials and click Continue.
    3. When Quicken has returned all accounts discovered for this FI, very carefully LINK each of the found accounts to the appropriate account you already have setup in Quicken.
    Please let me know if these steps work to resolve the issue.
    ~~~***~~~
  • mulldoc
    mulldoc Member ✭
    Options
    The keychain clearing seems to have solved the issue. Thank you!
This discussion has been closed.

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