Issues with transaction updates - Only 2 of 12 accounts are updating.

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ronaldet
ronaldet Member ✭✭
edited September 2022 in Errors and Troubleshooting (Windows)
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Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    MUCH more info needed in order to help you.
    What Q product are you running, what BUILD of the product and what's the  "Membership Valid Thru" date of the product?  This info can be found at HELP, About Quicken.
    What financial  institution(s) are NOT updating?  What type of accounts are these (checking, card,  etc)?
    Do you have other accounts at those institutions that ARE updating?
    When you go to those accounts in Q, what is shown immediately below the Account name as the "Last Download"?
    How are you downloading into these accounts? Direct Connect, Express Web Connect or Web Connect? Web Connect is when you log into the website and manually start a download from there?  For the other methods, they can be found at TOOLS, Account List and look at the "Transaction Download" column adjacent to the account name.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • ronaldet
    ronaldet Member ✭✭
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    Quicken accounts says processing data not complete
    The ones that say complete are not updating
    MUCH more info needed in order to help you.
    What Q product are you running, what BUILD of the product and what's the "Membership Valid Thru" date of the product? This info can be found at HELP, About Quicken.
    Quicken deluxe R35.23 Windows 10 Home Membership until May 18, 2022
    What financial institution(s) are NOT updating? What type of accounts are these (checking, card, etc)?
    Savings, checking, Costco Citi bank all
    Do you have other accounts at those institutions that ARE updating?
    Yes, accounts at institutions are updating fine.
    When you go to those accounts in Q, what is shown immediately below the Account name as the "Last Download"?
    Last download after running one step update show current date.
    How are you downloading into these accounts? Direct Connect, Express Web Connect or Web Connect? Web Connect is when you log into the website and manually start a download from there? For the other methods, they can be found at TOOLS, Account List and look at the "Transaction Download" column adjacent to the account name.
    Express web connect for credit union account
    Direct connect for Costco Citi VISA
  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
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    Hello @ronaldet

    Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

    The Described behavior can be caused by multiple things, as such we would recommend contacting Quicken Support directly for the best assistance. They'll be able to check what exactly is happening and collect logs if necessary to figure out what exactly is happening. I will leave our hours down below so you can find a time that works best for you.

    Click here to review Quicken Support's hours of operation.

    Thanks,
    Quicken Francisco

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