Update Accounts not downloading transactions

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

Longtime Quicken user, and I'm experiencing a new type of error. When I initiate the download for ~ 13 accounts using predominantly Express Web Connect, it cycles through and begins reporting "Complete" in green for each of the accounts. Then it seems to be complete, but some of the Completes turn red. No errors are reported, but no new transactions appear (I know there are new transactions in most of these accounts). The error seems global and not linked to any specific account. I have even done a few account resets within individual accounts, and it reconfirms my ID/pw and maps the bank's accounts to what are in Quicken, but still doesn't download the transactions. Not sure if the error is on the Webconnect middleware or something in Quicken that needs a reset/fix.

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @PCRAVEN,

    Thank you for sharing your experience and letting us know what you have tried to resolve this.

    I have some follow-up questions for you.

    • How long has this issue been happening?
    • Are all of your accounts affected by this, or just some?
    • What financial institution(s) are these accounts held with?
    • Are the affected accounts all with the same financial institution?

    Looking forward to your response.

    Quicken Alyssa

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  • PCRAVEN
    PCRAVEN Quicken Windows Subscription Member ✭✭

    Issue was first noticed within the last week - possible that there was a software updated since then. It does affect most accounts. The banks, also included in the attachment, are Ally, AmEx, Barclays, Capital One, Schwab, Chase, Citi, Lowe's Synchrony, and TD.

    The screen shot on the left is from early in the download process, and then it abruptly stops and shows complete (in red) for the affected accounts.

    Quicken.pdf
  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @PCRAVEN,

    Thank you for following up with that additional information.

    I have more questions for you if that's ok.

    • Are you willing to try restoring a backup from before this issue started?
    • Where is your data file located?
    • Is your file being synced/backed up by any third-party services like Norton, Dropbox, or OneDrive?

    Another thing we can try is signing out and back in to refresh the registration token for your Online Connected Services.

    To do this:

    1. Navigate to Edit
    2. Preferences...
    3. Quicken ID & Cloud accounts
    4. Click Sign in as a different user (or it might say Sign in using a different Quicken ID) image.png
    5. Follow the prompts to Sign Out  skue85fpnptc.png
    6. Sign back in using your Quicken ID (email) and password 

    Let me know how it goes!

    Quicken Alyssa

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  • PCRAVEN
    PCRAVEN Quicken Windows Subscription Member ✭✭

    Thank you for the advice. I started with the sign-out and sign back in as it seemed to be the easiest way to start. I received an interesting error about 2 accounts with scheduled transactions not being on the cloud, or something similar. I did not grab a screen capture of it. Then when I opened Quicken I had two new 0 entry accounts in my list.
    I ran the online update and had mild success. It did download a number of transactions, but it still gave me the red flags for the same set of accounts and promptly ended the download.

    I'll try and work this a bit more this weekend and let you know what happens. I'll explore some of the other options you shared.

  • JES1974
    JES1974 Quicken Windows Subscription Member ✭✭

    I have the same problem. After update 64.35 on 11/17 I have not received any Express Web Connect transactions (11 logins across 10 banks). My 3 non-EWC are doing fine.

    After logging out of profile and logging back in I now get "The Quicken ID or password enteed does not match the information used when this data file was connected" when I try to update the two banks individually. When I try to re-setup the banks I get CC-501.

  • JES1974
    JES1974 Quicken Windows Subscription Member ✭✭

    Interestingly, after reverting to 64.30 as suggested on a similar thread, everything works fine. Had to re-connect the two banks, but that occurred without issue.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @JES1974,

    Thank you for adding to this discussion and sharing what worked to resolve the issue.

    @PCRAVEN,

    You could try what worked for them and roll back to a previous version. Here are the patches if that's something you are interested in trying.

    Hope this helps!

    Quicken Alyssa

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