All EWC+ credit card accounts report successful updates but do not download any transactions

LongTimeQU
LongTimeQU Quicken Windows Subscription Member ✭✭
edited July 17 in Download, Add/Update Accounts (Windows)

Running Quicken Classic Business & Personal, Windows 11, latest available update (R62.16 build 27.1.62.16).

Last week several accounts reported CC-800 connection errors. Based on instructions in a previous Quicken discussion post, I re-authorized the accounts, and everything was back to normal.

Yesterday and again today I did One Step Updates, and no transactions were downloaded from any Express Web Connect+ credit card accounts (across multiple companies). One Step Update does not report any errors: OSU proceeds from Waiting to Downloading Data to Processing Data to One Step Update Summary. Based on another earlier discussion I logged out of my Quicken account and logged back in, but nothing has changed. Transactions are visible in the credit card's apps, but they are not downloaded to Quicken.

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @LongTimeQU,

    Thank you for letting us know you're having an issue with missing transactions from multiple financial institutions. To help troubleshoot, please provide more information. Which financial institutions is this happening with? Are the missing transactions showing posted on the financial institutions' websites? If you haven't already done so, I recommend following the troubleshooting in this article on missing transactions:

    https://www.quicken.com/support/missing-some-transactions-when-downloading-bank/

    I look forward to your reply!

    Quicken Kristina

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

  • LongTimeQU
    LongTimeQU Quicken Windows Subscription Member ✭✭

    Missing transactions are from American Express and Citi. Their websites/apps show multiple completed (not pending) transactions for both, but Quicken has not downloaded them. No register filters, sort order is correct, transactions were not deleted / moved, no restore from back-up was performed. Transactions were downloaded (including no flags next to these accounts in account list after OSU completes). AmEx (and multiple other financial institution) accounts had CC-800 errors last week (even though no changes had been made), but I corrected that last week by following instructions from a previously posted Discussion, and no errors have been reported today.

  • [Deleted User]
    [Deleted User]

    @Quicken Kathryn I hope you don't mind me stepping in here, but I think I know how to fix this.

    @LongTimeQU - what you describe happens sometimes when you fix the CC-800 errors by deactivating and reactivating only accounts with the CC-800 issue instead all accounts. I think you need to deactivate and reactivate ALL accounts using EWC or EWC+ even if they don't have any errors. The best thing to do is start fresh with all new connections. Here are some steps that will get you back up and running.

    1. Make a backup of your data file. Also, make backups during this process, just in case you need to go back a step.
    2. In the Account List, check the “Transaction Download” columnand make note of any accounts using EWC+ for connection method. You will need this information in a later step.
    3. Validate your data file. Click on File→Validate and Repair File, then select "Validate". Click "OK". Review the "Validate & Repair log" for any messages that need to be acted upon.
    4. Super Validate your data file. Same as step #2, except hold Ctrl-Shift when clicking on "Validate and Repair File".
    5. Do a "Copy File" to create a copy of your data file. This process forces a rewrite of code and fixes some file corruption issues. It will also clear out online connection "remnants" for all accounts. Click on File→Copy or Backup File, and select "Create a copy or template", and then click Next.
    6. On the next screen, leave the defaults as is. You can change the new file name and location, if you wish. Click on "Save Copy".
    7. During the copy process, you will be asked to provide a password for the new file. If you don't want a password, hit ESC.
    8. When the process completes, switch over to the new file. For each account, on the General tab in Account Details, blank out the Financial Institution Name and Account Number.
    9. For EWC+ accounts, go to each of your financial institutions’ websites and log into your online banking account. Locate the section where connected apps or third-party access is managed and make sure to unlink or disconnect Quicken from your accounts on the bank’s end. This may be listed under "Security," "Settings," or "Authorized Apps" depending on the institution. If you do not see a link or a third-party authorization, it may have already been deleted by the deactivation process in Quicken.
    10. Reactivate online services for all accounts in the new data file, by using “Add Account” and carefully linking to existing accounts in Quicken. Do not use “Set up now” on the Online Services tab of Account Details.

    If you are hesitant about doing all these steps, then the minimum you need to do to fix your issues is to deactivate and reactivate ALL your accounts using EWC or EWC+, even if they don't have issues.

  • tdeeyore
    tdeeyore Quicken Windows Other Member ✭✭

    @CaliQkn THANK YOU!!!! I've been trying to fix this for over a month now. Quicken has been absent, as far as I can tell. These steps finally solved the problem.

  • [Deleted User]
    [Deleted User]

    @tdeeyore glad it worked. I have been trying to get the word out that the Quicken copy file process can be a "miracle fix" for a lot of issues.

  • [Deleted User]
    [Deleted User]

    @Quicken Kristina I apologize. I just realized that I mis-keyed your name and tagged someone else instead of you.

This discussion has been closed.

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