Issues with Amex

Called into support to follow-up on a case I started before Thanksgiving and they confirmed the issue is unresolved. I also tried to do a partial export from AMEX and activity file import for the missing transactions and I now have a giant reconciliation problem because Quicken created a new account called Credit Card from American Express with the transactions and a correct balance (but missing over 10 years of transactions) and changed my existing Quicken account online balance to zero and the Quicken Ledger balance for that account to very large credit balance. (-$25 vs +$2053). I recommend not doing a "reset" or a "deactivate and reactivate" or a "manual file import" to try to fix this problem yourself. By my transaction dates this started when I had to re-authorize my three credit accounts with AMEX via the Online One Step Update prompt in Quicken. My earliest transaction that I had to manually enter was 11/09/23. So the problem may go back to that date. I really hope Quicken support has made this a 911 Emergency with their application support team and their developers.

I have the same problem. Since the change on ~11/6 only one of my 2 AMEX credit cards is downloading transactions. The other account says it is updating but no transactions appear. I tried reset, deactivate and active etc. I used the Chat support, and they suggested the same steps and also resetting DT START with the Control Shift on the Contact Info on the Online Center menu. Nothing worked and then they said I should manually download from Amex and that their team was working on it. Then abruptly 'hung up' on me.

Hello Jasmine,

This problem in my desktop version of Quicken Classic consists of the following:

1. Multiple American Express accounts (there are 4) no longer show in the One Step Update Summary report as having been downloaded. Therefore no error is reported.
2. The AMEX account that is not downloading from AMEX is a business credit card account and there are no error messages during any update. Three other accounts are downloading even though they do not show on the One Step Update Summary. Updating all four of them, individually, also completes without any error.
3. The online balance is wrong for this one credit card account. The online Center for this account shows "N/A" in the Online Balance column.
4. I cannot and have not reconciled to this incorrect online balance for almost a month.This card is used frequently each month and is normally reconciled every day..
5. Turning off Online Service for the one account and then back on again, forces a 'Reauthorization with AMEX' and does not solve the problem. Nor does Reset.
6. I have been putting transactions in manually for the duration of this problem.
7. I have 15 accounts that download during One-Step Update. Only this one is not working.

I too have this same issue. I tried all the normal suggestions and ended up royally messing up my register. Downloading a file from AMEX directly adjusted the starting balance silently without warning leaving me dumbfounded about what transactions were missing. (None were missing or duplicated.) Just like others are reporting, Quicken connects to AMEX but downloads nothing.

Quicken is aware of the problem but does not have an ETA on the fix:

I continue to be unable to receive one-step updates for my American Express credit card. I have been manually entering data into Quicken. Although Quicken Jasmine, in an 11/14/23 comment linked to in this thread, said that Quicken was working on this known error, it's now 1½ months later and there still is no fix. When will it be fixed?

Like many who comment here, I've been using Quicken for a long-time - in my case, over 30 years. In the past year, I've found it to be increasingly unreliable - not just with this Amex issue, but also with not-infrequent crashes, particularly when one-step updates are underway. I'm beginning to think I may need to move to a more reliable, more stable financial tracking platform (if there is one).

@Quicken Abhishek @Quicken Alyssa @Quicken Anja Can anyone help?

I have given up, entirely, on Intuit fixing this problem. I have found another software application. It has downloaded everything, every day, since I started testing with it. It costs less than Quicken.

Intuit is not only destroying the Quicken software application, they are also charging double for the privilege of owning QuickBooks. List price forever was $299 and you could use the software for three years. Now they charge $649, you own it for a year, and they are forcing everyone onto the Online version next year.

Consider your time with the Quicken Desktop app limited at this point. Expect that they will invest the amount of time and energy into fixing our problems, when their goal is to shift you to the online version, to be minimal at best.

I WANT MY MONEY BACK, you fiends.

I switched to CountAbout. It is a website and an app on your phone. 45-day free trial to kick the tires. Walks you through the process of exporting Quicken to their platform.

For export purposes, they provide a CSV output option. Quicken has a specific format for their CSV imports, so there might be some leg work required. Possible. Easy? If you are good with Excel, shouldn't present much in the way of an obstacle.

I will say, I haven't been worried about importing a CSV back into Quicken since moving, so thank you for making me do a little research.

THIS DID IT! I can't believe something as seemingly stupid as the difference between a "business" or "personal" account could make a change, but it did.