Resetting Accounts every day or two

JennyPMC
JennyPMC Quicken Windows Subscription Member ✭✭
edited August 10 in Download, Add/Update Accounts (Windows)

Hello!

I am noticing several bank accounts are not downloading the most recent transactions using Webconnect+, although it appears to update the ending balance so the ending amount is inaccurate.

The workaround appears to be to "Reset" one of the bank accounts. Then, the missing transactions pop in and balance matches.

Tagged:

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @JennyPMC,

    Thanks for reaching out!

    Which financial institutions are you experiencing this issue with? Are you receiving any error codes or messages? When you say "reset" are you referring to the "Reset Account" feature located with the Account settings or are you referring to deactivating and reactivating the accounts?

    Let me know!

    -Quicken Jasmine

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

  • JennyPMC
    JennyPMC Quicken Windows Subscription Member ✭✭

    Hello

    Bank of America, Wells Fargo and Chase. Yes, the reset account feature seems to help. I've tried the reactivation but that brings all of the transactions and that didn't fix the issue long term either.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @JennyPMC,

    I apologize for the delayed response and appreciate the provided information.

    Upon review, I do see recent successful connection logs with all three of the financial institutions that you mentioned. Are you still experiencing issues?

    Let me know!

    -Quicken Jasmine

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

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/comment/20497426#Comment_20497426

    Just checking in. Are you still experiencing this issue?

    Let me know!

    -Quicken Jasmine

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

This discussion has been closed.

Categories