On one step update, 8 of my credit union accounts pull in transactions, but none come for 9th

jamieroman82
jamieroman82 Quicken Windows Subscription Member
edited December 15 in Download, Add/Update Accounts (Windows)

I tried deactivating and then setting up the account again. Then closing and opening Quicken, but still the One Step Update doesn't pull transactions for the 9th account, the credit card account.

Not sure if it matters, but my old credit union merged with a another credit union this year. I started from scratch with a new Quicken file, so that I would pull transactions for the new accounts. That is when this problem developed.

[Edited - Readability]

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What the name, as known to Q, of the new CU?

    Not all financial institutions provide download ability for all account types … so with the name we can look up what your CU provides.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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