BofA Not Downloading

azhikerman@
azhikerman@ Quicken Windows Subscription Member ✭✭
edited January 10 in Errors and Troubleshooting (Windows)

What happened? BofA is not downloading in Windows since Nov 27. Help! What to do?

Tagged:

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @azhikerman@,

    Thanks for reaching out!

    Upon reviewing your account internally, it looks like you are currently connected via Bank of America-All Other States. However, this instance no longer appears in our financial institution list.

    So to start with, I suggest that you try deactivating and reactivating your Bank of America accounts by following the instructions provided in this support article. Except, upon reactivating, please connect to Bank of America - Quicken instead.

    image.png

    Let us know how it goes!

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

  • azhikerman@
    azhikerman@ Quicken Windows Subscription Member ✭✭

    Yikes! This scares me. I'm not a techie and I have close to 30 years of banking info on my Quicken. Hate to lose it.

  • Quicken Anja
    Quicken Anja Moderator mod

    @azhikerman@ I completely understand your concern! Switching the connection from Bank of America–All Other States to Bank of America–Quicken should not affect your data in Quicken.

    However, if you want to be extra cautious, you can create a backup of your Quicken file before making the change—just as a “just in case” measure.

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

  • SeaStar
    SeaStar Member ✭✭✭✭

    Thanks, Anja. Your recommended solution to Bank of America - Quicken got transactions to download. However, the Bills & Income fails to populate with Statement's current amount due. And the linked Bills & Income Reminder (from Q top bar) only shows 'estimate amount for me" with drop down to select either Fixed Amount, Previous Payment, and Time of Year. The 'Pay Balance Due on Statement' field is absent. I might be missing something simple. Suggestions welcomed.

This discussion has been closed.

Categories