USAA

What are the new USAA connection changes as of Monday, 23 January 2023

Downloading partially working for me. The online balance gets updated correctly, but new transactions are not downloaded on that day. It appears to take a least another day to download the transactions. Error message still persists. I have to go to USAA website and manually enter transactions. Download was working okay for me until the recent change, despite getting the error message every time.

This is still not working for me either, even though the linked alert says it was resolved yesterday. I go through the access protocol with USAA and am transferred back to Quicken to link my accounts. Each time (I have tried this several times to get it working), I am presented with all the accounts, but two of the accounts are of the incorrect type and try to link to inappropriate accounts in Quicken. I continue with linking the 6 accounts that have good matches, and select "don't add" the two that are incorrectly linked (because they want won't allow me to select the correct account). Quicken says the process was finished, that it updated all accounts, but zero transactions are downloaded (even though I confirmed there has been activity). Subsequent OSU attempts also fail to download anything for USAA. Any advice?

I am now having problems, though I hadn't just a few days ago.

Still no improvement for me. The accounts that appear in the Quicken dialog when I attempt to establish the link with USAA (where you link them to Quicken accounts) lists several accounts as the wrong type: checking instead of savings, and savings instead of credit card. As a result, Quicken will not allow me to correctly link those accounts, since they are mismatched types. If I add the other accounts and say "Don't Add" the incorrect ones, Quicken says it has been completed successfully. However, transactions are not downloaded, and, at the top of the register, it does NOT say when the last update was (as it does with all other financial institutions that offer Quicken downloads).
Can Quicken please respond and correct this?

I was also prompted to reauthorize today. I did so, and after some site activity, my three USAA accounts updated properly. The resulting account description indicates that USAA is now using Web Express as a connection method instead of Direct Connect.

> @dwan said:
> Still no improvement for me. The accounts that appear in the Quicken dialog when I attempt to establish the link with USAA (where you link them to Quicken accounts) lists several accounts as the wrong type: checking instead of savings, and savings instead of credit card. As a result, Quicken will not allow me to correctly link those accounts, since they are mismatched types. If I add the other accounts and say "Don't Add" the incorrect ones, Quicken says it has been completed successfully. However, transactions are not downloaded, and, at the top of the register, it does NOT say when the last update was (as it does with all other financial institutions that offer Quicken downloads).
> Can Quicken please respond and correct this?

Same issue as me...wants to create a new credit card instead of updating the existing one. Quicken has incrementally raised their prices over time by justifying "improvements". Please fix the existing product or offer the customers like me (a customer for decades) a lower price.

In case this helps anyone - I've had a problem for the last couple of months accesing my USAA accounts using Chrome. Until a have time for more troubleshooting, I discovered that I could access USAA using Edge. When this new prompt came out about USAA acounts a few days ago, I was unable to get the reauthorization to finish. Then I tried temporarily changing my default web browser to Edge and retried the authorization - success! I was able to select and match all my USAA accounts, and they all now show Express Web Connect+ as the connection method.

Glad I could help!

I just tried using the + button at the upper left (inspired by mdalva) to authorize my USAA accounts. I restarted Quicken but still get the "USAA is transitioning accounts to a new connection method" dialog. :(

I am also unable to download from USAA.

No downloads of frequent USAA VISA usage usage since March 4th.

I have isolated the download problem to one where USAA now categorizes new transactions as 'Category Pending'. They used to use 'Uncategorized'. None of the transactions labeled as 'Category Pending' will download. Phone call to USAA tech accomplished nothing. He said that USAA recategorizes transactions but could not tell me how long that takes. It has been 6 days and counting! Can Quicken prod them a bit?

Ticket #10102740, Quicken Janean's March 10th comment says "If you are experiencing this, and if the transactions show as “Pending Category” on your Financial Institution's website; this means the transaction has not fully cleared. Please know that the transactions will download as soon as a category has been assigned to the transaction."

This implies that these transactions have not been posted which is not true. USAA now assigns "Category Pending" to all of its credit card transactions. They also identify the truly "pending" ones with a small flag next to the item. Once the transaction is posted, the small flag is removed but the category of "Category Pending" is not and these transactions will not download until that particular wording is removed. USAA tech's confirm all this. I have posted transactions starting on March 4th which still have not downloaded because their category is "Category Pending". OBTW, this seems to be isolated to the credit card transactions as my checking account transactions are reassigned a different category once they are posted (normally overnight). They are then able to be downloaded.

Same here. Last transaction downloaded was from 3/2/23, although the online balance reports correctly.