Some Bank Accounts Not Updating

Options
joeatwork7
joeatwork7 Member ✭
edited October 2022 in Registers & Transactions (Windows)
I have multiple bank accounts set up (all the same bank). When I updated them, it only updated 2 of 4, saying the others had no new transactions (though they had posted transactions for several days). I ended up having to manually add the transactions, but...

...how do I get these to re-initialize the transactions and pull them down? Why aren't they seeing them?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Options
    Hello @joeatwork7,

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

    If you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.
    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
    5. Follow the prompts to Sign Out
    6. Sign back in using your Quicken ID (email) and password
    Once that is done, see if the issue still continues to persist.

    I hope this helps!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • joeatwork7
    joeatwork7 Member ✭
    Options
    Hi Anja,

    So, that appeared to fix the one account and the other 3 accounts then had the problem. Going by your example, it looks like I was able to resolve it by going to the account list and resetting each account with the problem. I should see after a transaction or two goes through for sure...but so far so good :-D

    Thank you for the detailed help and instruction, it was edifying to the understanding of the product and that mechanism therein.

    Thank you,
    Joe
  • Quicken Anja
    Quicken Anja Moderator mod
    Options
    Thanks for the update! Glad to hear you were able to resolve these issues. :)

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories