Am I the only one having difficulties downloading from SchoolsFirst FCU? Two weeks, nothing...
Quicken Classic, R59.6, just updated to build 27.1.59.6. Running in Windows 10.
My accounts at SchoolsFirst FCU are attempting to download using the "Express Web Connect" protocol. Over the last two weeks my daily downloads from this institution appear totally error-free on the Quicken end, but no transactions are being captured.
Quicken reps, are you seeing problem(s) from your end? I have also reached out to SchoolsFirst to get their take on this.
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Hello @932Scooter419,
If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).
- Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
- If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
- Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
- Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
- When finished, close the Account List
- Close, then re-open Quicken
- Navigate to Tools > Add Account
- Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
- Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.
Once that is done, see if the issue persists. Let us know how it goes!
-Quicken Jasmine
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This is what I ended up doing, but it doesn't seem to have completely resolved the issue.
It is a pain because it often causes the opening balance transaction (in the accounts being deactivated/reactivated) to change or become wrong. If you later try to reconcile these accounts, it is impossible until the opening balance is corrected. No idea why this happens, and yes, you can populate the memo field of the opening balance transaction with the correct figure, so that when future deactivations/reactivations trash the correct number, you don't have to dig for a ten-year old statement or whatever to find out what it should be.
Too, if I recall, for whatever reason(s), deactivating/reactivating causes Quicken to "rediscover" previously cleared transaction and download them, where they are represented as "new" transactions. These have to be manually deleted one by one.
In this most recent go-'round with deactivation/reactivation it seemed that Quicken didn't rediscover as many as past iterations uncovered, which was a pleasant surprise.
For these reasons I am usually hesitant to deactivate/reactivate. I don't pretend to understand what is happening behind the scenes.
Anyway it seems that at least one account is downloading nothing, reporting no error message, and about two weeks of transactions had to be manually cleared.
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Hello @932Scooter419,
Thank you for providing more information, I apologize that you are still experiencing issues.
To start, 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.
- Navigate to Edit
- Preferences...
- Quicken ID & Cloud accounts
- Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
- Follow the prompts to Sign Out
- Sign back in using your Quicken ID (email) and password
Please let me know if this repairs any balance or transaction issues.
-Quicken Jasmine
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-Quicken Jasmine
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I have done this, but for the life of me I can't fathom why that would fix balance issues.
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Hello @932Scooter419,
Signing out then back into your data file, refreshes your registration token which is part of the online connection to banks. When you refresh this token, it may repair broken connections.
I hope this clears things up!
-Quicken Jasmine
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