Problems with Vancity Savings?

aamazingd · January 26

Vancity Savings went "digital" a couple of weeks ago. Since then I cannot download the transactions and they tell me that the problem is not with them but with Quicken.

Any ideas about what to do?

Thanks Denys

Quicken Kristina · January 26

Hello @aamazingd,

Thank you for letting us know you're encountering this problem. To help troubleshoot, I checked our internal tools and can see that you're getting a CC-502 (server timeout) error. Is that what you're seeing on your end also when you try to connect/update your account?

To troubleshoot this issue, please follow these steps from our article on CC-502 errors:

refresh your account information

Open the transaction register for the account with the error message.
Click the Gear Icon in the upper right of the register and select Update Now.

Follow the on-screen instructions to complete the update.
Repeat these steps for each account with this error.

If refreshing your accounts does not resolve the issue

Try waiting one business day. This error message is typically caused by maintenance on your bank's website. You can try updating again in a few hours or the next business day. If the issue still occurs after one business day, try the steps above again.

You also mentioned that they went digital a couple weeks ago. When they did that, did they make any changes to their website? Did the URL (web address) you use to login to your account change?

I look forward to your response!

Quicken Kristina · January 27

Following up on my previous post,

Due to how long the issue has been happening, this issue has also been reported to the proper channels for further investigation and resolution. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached in order to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience! Thank you.

(CTP-16113)

aamazingd · January 29

I tried all the suggestions and so far to no avail. My credit union says that the software company (Quicken) has received all the information regarding making changes to their software in order to work with the new digital system. so, playing ping-pong is the game.

Now I have to download the transactions in excel and enter the transactions manually until such time that someone fix something.

thanks though for your suggestions.

Denys

Quicken Kristina · January 30

Thank you for your reply,

I'm sorry to hear the troubleshooting did not correct the issue. Our teams are investigating the issue. To contribute to the investigation, please follow the instructions in my earlier post:

https://community.quicken.com/discussion/comment/20534676#Comment_20534676

Thank you!

Quicken Kristina · February 2

Hello All,

We now have an alert that you can follow while our product team works on a resolution to this issue with Vancity Credit Union.

https://community.quicken.com/discussion/7970734/new-2-2-26-vancity-credit-union-cc-502-fdp-102

Thank you!

(CTP-16113/ Ticket #12206079)

Quicken Kristina · March 6

Hello @aamazingd,

I received word from our teams that they implemented a fix. Please check whether the connection is working now and let me know!

Thank you!

donnainriverwood · March 10

I tried Quicken this morning and I am am happy to report that all my VanCity accounts updated successfully.

Cayzer · March 10

I am still unable to download from VanCity. Installed the latest update this morning.

Quicken Kristina · March 10

Hello @Cayzer,

Thank you for letting us know you're still unable to download. To help troubleshoot, please provide more information:

What happens when you try to update your Vancity accounts?
Are you seeing any error messages/codes?

I look forward to your response!

tmuirhead · March 10

I believe this is an issue from the Vancity side, but it may be some incorrect information that Quicken has supplied. I found a workaround that seems to work for using the manual download and import method rather than a direct connection, but you have to delete/deactivate every Vancity update link you have in your file.

I have included more information than probably long-term users need, but new users may not be as familiar with these deeper settings:

from the Vancity website, download the transactions you want to update in Quicken
- select a timeframe that covers back to when your link broke or the last time your reconciled your account(s)
- Download Format is "Quicken.qfx"
in Windows File Explorer (or from the download icon in Chrome), go to the downloaded file location
find the file (it should look something like "Account_Statement_0260_10-Mar-2026.qfx") and right click on the file
select "Edit in Notepad"
there is a whole bunch of information in this file, but you are looking for the "<ACCTTYPE>" entry
- old Vancity banking platform had the account types of "SAVINGS" and "CHECKING" but new platform has "SA" and CA"
- this is where the issue seems to be
- replace "SA" or "CA" with "SAVINGS" or "CHECKING" as appropriate
- save the file
ensure that your online services are deactivated for EVERY Vancity account you may have in your file
- right click on each Vancity account
- choose "Edit/Delete Account"
- select the "Online Services" tab
- select "Deactivate" and confirm this choice
- repeat for EVERY Vancity account that you download transactions to (or had a direct connection to)
- validate that you have cleared everything
  - select "Tools" from the main menu bar
  - select "Online Centre"
  - ensure that neither "Vancity" nor "British Columbia Credit Unions" are shown in the Financial Institutions drop-down menu (if they are still there then you've missed the account shown; if you have accounts at other BC credit unions you MAY have to break their links as well
you should be able to either import the file (File / File Import / Web Connect (.QFX) File) or double-click on the file in File Explorer
- you will be asked whether you wish to create a new account in Quicken or link to an existing (choose this option)
- files should import
repeat as necessary to get things working for the rest of your accounts
you may have to manually delete some duplicate transactions in the update register (highlight the ones you need to delete and then hit the <Delete> button in the reconciliation window

I tested this on my active Quicken file plus a couple of other files to ensure it worked, but I am just one guy hacking away because this broken feature got me a bit peeved. Vancity updated their business accounts to the new platform last night and I did before and after downloads to see where the changes were. The account information changed between the two but that information didn't crash the downloads - only the <ACCTTYPE> field crashed it. I then had to figure out how to get my working file back to accepting them (didn't at first).

I'm going to post this on a number of the other threads on this same topic and will send it to Vancity to clean things up. Hopefully Vancity will update their download protocols so things get back to working and that they will post when things are fixed. If they reply directly to me that things are fixed I will post on this thread.

This thread may be relevant for any other BC Credit Union or ATB customer with a similar issue.

tmuirhead · March 13

Further to my previous comments.

I experimented a bit with a new Quicken file and tried the Express Web Connect setup for Vancity and it worked for each of my member cards / account buckets, but still did not work when I tried with my primary member card. Experimented with a member card that just had one account and got it to work by ensuring every account was deactivated and that the "Account Number" and "Bank Card ID" boxes for each account were blank.

<Right Click> on your mouse over each linked account name to "Edit/Delete account" and then select the "Online Services" tab. <Deactivate> or other equivalent button. Then go back to the "General" tab to clear the "Account Number" and "Bank Card ID" boxes (and "Financial Institution" if it is still filled in).

When these steps are done for each of your linked accounts, open the Tools / Online Centre menu from the main menu bar. Vancity Credit Union CA should NOT appear as an available financial institution in the drop-down menu. If it does, you still have another account(s) connected (look at the Transactions below to see what may be still connected).

Doing these steps seemed to reset each of my Vancity accounts to be able to download using the Web Connect process in my relevant Quicken files. Try this first before doing the manual adjustment noted in my previous post. I believe the issue was the change in account type (<ACCTTYPE>) between the two versions of the Vancity banking platform messing things up.

Problems with Vancity Savings?

Answers

refresh your account information

If refreshing your accounts does not resolve the issue

Categories