Oakmark Funds & Janus Transaction Download - Issues with Password [Edited]

@DWC2 thank you for all these details! I have a better understanding and appreciation for the challenges on both ends of the transaction download process. Doesn't mean I like it… this is probably the primary reason most subscribers pay for Quicken and if the primary reason stops working some other entity or individual will surely step in and fill the gap.

HS32806, Thank You for posting your information on this issue. For me the Problem is with Janus but I have the same problem. I installed Quicken Desktop Business and Personal from my original CD to another computer. I then ran the downloaded ver R64.30 I got from the Quicken web site. I opened a backup of my Quicken file on thie other PC and then added Janus (the top option, Not "Janus Henderson") for Direct Connect and it downloads and accepts my password just fine now. I would like to use my original PC with the most recent Quicken Update R65.29 but this current version will NOT work with Janus. I know others like you have this same problem with Oakmark. Janus requires a minimum password legnth of 10 characters according to their web site and also the person I spoke with , also a special character and an upper case character and in my case my 18 character works fine in Quicken and the Janus web site. I think Quicken needs to get this problem fixed right away. I totally believe that a version update from Quicken has messed this whole thing up but when I call in they deny it. You know (It is Always the Customers Fault) or the Financial instituion. Someone needs to take this problem by the horns and get it fixes. Quicken User since the 1980's, the program that is mostly helpful and the program that gives me the most greif. Hope ALL goes well for you and THANKS Again for your post. It has lead me to something useful and gives me some hope.

@Quicken Kristina Janus has told me over and over again within the last 2 weeks that they only support Direct Connect. So when you add Janus for one step updates you need to pick the top option "Janus" and NOT "Janus Henderson".

Direct Connection is the only way to get transaction details like dividends and reinvestments etc. The Express download, and yes it works as well, only summarizes the total shares and no details which is not helpful for taxes.

So I am thinking there is a problem in the Quicken FIDIR file, and since the Janus Direct Connect only works if you have Quicken version R64.30 or older, this should be an easy fix for Quicken. I have a lot of more details in my conversations with Janus and research in my troubleshooting I would share but it seems like the second level or higher Quicken support is untouchable.

When I call into Quicken support, I usually get condescending attitudes, and the agent does not seem interested in what I may have to say or provide. I know the phone agents are rated on how long they take on each call and are in a hurry to get off the phone. If my problem doesn't fit their script I am just asked if they have solved my problem etc to get a score. PLEASE Help us here. I have 40 years of programing and troubleshooting experience if some one is interested and will listen.

[Edited - Readability]

@Quicken Kristina I pretty much had the same experience on each call and the same within text chats. The agents refused to escalate this problem, denied that there is already a case involving this problem or allow me to speak with a second level support. Some agents were more tactful than others. Each only said to deactive the account in question or reset account or both. Did I mention that I have been involved in programming and technical support for over 40 years? I would like to help here if I can. Could it just be that the FIDIR.txt file is messed up somehow? Another thing as of yesterday when I did a Onestep update I am now coming up with a CC-800 error on just about every account that updated just fine yesterday. Is this a new problem? The instructions say to deactivate and the reactivate those accounts. Hmmm, interesting. Thanks for you reply and concern.

I have tried this also. I need the details like I have received for the last 20 years via Quicken.

@Quicken Kristina

on 6 Jan above you wrote:

"I forwarded your feedback internally to our teams. Please keep in mind that while you do not receive a response for problem reports submitted through the program, these submissions do go directly to a database that is accessible by members of our Product and Development teams, escalation teams, and other internal support channels."

That doesn't mean that any of those folks are even reading these submissions, much less where this problem is on the priority list, if anywhere.

I also note that the email I received "From: Quicken Community <noreply@quicken .com> Sent: Wednesday, January 7, 2026 15:00 Subject: [Quicken] This week's trending content" does NOT include this problem.

As a customer, I feel in the dark and unheard. Seems to me that paying customers are being ignored.