Whenever I try to download transactions for my accounts, I get numerous add account messages
Best Answer
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Hi again @chschen
Okay - or the old accounts, I'd suggest that you disable them from downloading - and if you actually have already done that for any of them, I suggest that you complete that process by going into each of those accounts and removing information that may be causing those pop-up messages.
To accomplish this - for each account - do the following:
1) Open the account register;
2) Click on the little "Gear" icon in the upper right and select "Edit Account Details";
3) In the "General" tab - remove all data in the "Financial Institution", "Account Number", and "Routing Number" "Customer ID' fields;
4) Click on the "Online Services" tab - and in the "Online Setup" section - hit the "Deactivate" button. If there is an "Activate" button instead, just move on to the next account.
Once you've done this for each of the "old" accounts, close-out and then restart Quicken. And then try the One Step Update process again.
Let me know how that goes or if you have any followups.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0
Answers
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Hi @chschen
Can you tell us whether - for the financial institutions that pop-up (Ally, Chase, etc.) - you have old "closed accounts" in Quicken, or do you have "active accounts" but you just don't want to download them? Please also tell us the versions of both Quicken and Windows that you are currently running.
Also, did this behavior just start happening?
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
We have both active and closed accounts for all three of those financial institutions. I am running the Quicken subscription for Windows with version R32.12 installed. My Windows operating system is Windows 10 Home. This behavior has been going on for a long time. I just haven't had any time to deal with it.0
-
Hi again @chschen
Okay - or the old accounts, I'd suggest that you disable them from downloading - and if you actually have already done that for any of them, I suggest that you complete that process by going into each of those accounts and removing information that may be causing those pop-up messages.
To accomplish this - for each account - do the following:
1) Open the account register;
2) Click on the little "Gear" icon in the upper right and select "Edit Account Details";
3) In the "General" tab - remove all data in the "Financial Institution", "Account Number", and "Routing Number" "Customer ID' fields;
4) Click on the "Online Services" tab - and in the "Online Setup" section - hit the "Deactivate" button. If there is an "Activate" button instead, just move on to the next account.
Once you've done this for each of the "old" accounts, close-out and then restart Quicken. And then try the One Step Update process again.
Let me know how that goes or if you have any followups.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
Thank you. I think that fixed the problem.0