I am web connected to my Bank of America account but Quicken is not downloading the transactions

diagdad
diagdad Quicken Windows Other Member ✭✭
edited December 18 in Download, Add/Update Accounts (Windows)

How do I download my Monthly transactions to Quicken classics?

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Best Answers

  • diagdad
    diagdad Quicken Windows Other Member ✭✭
    Answer ✓

    Are you seeing a 

    successful connection

     in Quicken, but no transactions are downloading?

    Yes

  • diagdad
    diagdad Quicken Windows Other Member ✭✭
    Answer ✓

    Where is your Quicken data file stored? Is it on your 

    local hard drive (C: Drive)

    On my local hard drive D:

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @diagdad,

    Thanks for reaching out! I wanted to clarify a few things based on what we’re seeing internally. From our side, your Bank of America account connection appears to be successful, and we’re not seeing any errors.

    To help us understand what’s happening on your end, can you clarify the following:

    1. Are you seeing a successful connection in Quicken, but no transactions are downloading? Or do you receive any error messages when attempting a One Step Update? What exactly happens when you try to update?
    2. Where is your Quicken data file stored? Is it on your local hard drive (C: Drive) or a cloud-based/external drive (e.g., OneDrive, DropBox, USB, etc.)?
    3. Have you attempted any troubleshooting steps so far? If so, what did you try?
    4. When did this issue first start occurring?
    5. Were there any significant changes to your system or software before the issue began, such as updates, new installations, or other changes?

    Answering these questions will help us pinpoint what’s going on and guide you on the best next steps.

    Thank you!

    -Quicken Anja
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  • diagdad
    diagdad Quicken Windows Other Member ✭✭
    Answer ✓

    Are you seeing a 

    successful connection

     in Quicken, but no transactions are downloading?

    Yes

  • diagdad
    diagdad Quicken Windows Other Member ✭✭
    Answer ✓

    Where is your Quicken data file stored? Is it on your 

    local hard drive (C: Drive)

    On my local hard drive D:

  • diagdad
    diagdad Quicken Windows Other Member ✭✭

    Have you attempted any troubleshooting steps so far? 

    Don't know where to start

  • diagdad
    diagdad Quicken Windows Other Member ✭✭

    1. When did this issue first start occurring?

    This is the first time trying to connect to my account to Bank of America

  • diagdad
    diagdad Quicken Windows Other Member ✭✭

    Were there any significant 

    changes to your system or software

     before the issue began, such as updates, new installations, or other changes

    Just normal Microsoft Windows 11 updates.

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    Bank of America discontinued support for the "Web Connect" method a few months ago unfortunately. See this post:

    https://community.quicken.com/discussion/7966609/9-30-25-bank-of-america-web-connect-discontinued

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr

  • Quicken Anja
    Quicken Anja Moderator mod

    @diagdad Thank you for providing those details—it’s very helpful! Also, thank you @BK for sharing that information regarding Bank of America and Web Connect. Just to clarify, the information BK shared applies to QFX/Web Connect specifically.

    Looking internally, it appears your Bank of America account is connected via Express Web Connect+, but to confirm, could you please check the following:

    1. Go to Tools > Account List > Edit for your Bank of America account, then open the Online Services tab. Can you confirm which connection method is shown there? image.png
    2. Since you mentioned this is your first time connecting, was this account previously set up as a manual account, or did you just add it to Quicken for the first time today?

    Thank you!

    -Quicken Anja
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