Cannot download bank transactions

dblg
dblg Quicken Windows Subscription Member
in Download, Add/Update Accounts (Windows)

Win 11 using Quicken Classic Deluxe R65.29

I use to be able to download transactions from my bank and import them into Quicken, well apparently there's a new feature that prevents me from doing that now, The bank will only download as either a text file or an Excel file, neither works for quicken.

When I try to One Step Update I get a window, One Step Update Settings. I dont want to sync to cloud so that doesn't get checked and neither does download quotes and investment information. The Update now button stays greyed out. If I choose either of the those two boxes I get a info box popup that says "You are about to sync a file that is older than the cloud" , that sounds like a bad idea so I say no and then nothing happens.

As far as I know I've never put any info on the cloud and absolutely do not want to, that's why I use the desktop version. So how do I go about updating Quicken with recent bank transactions

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Answers

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

    What bank, as it's known in Q, and what type of account(s) are you trying to download into?

    And, it's quite possible, based upon your description, that your bank decided to stop supporting Q.
    Bank's decision, not Q's.

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @dblg,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answer to @NotACPA's question?

    Check back and let us know! Thank you.

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

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

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Due to the lack of response, I went ahead and closed this post.

    If you still require assistance, please feel free to start a new post.

    Thank you!

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

This discussion has been closed.

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