e AmEx) involved, highlight it and then click on "Next". If your issue was with Investment account (s) slowness or other data issues with an investment It's been 9 months since I first had a problem downloading from CITI to Quicken and was promised early on that it was Quicken's problem. The download from Fidelity is not accurate into Quicken. You may then add your Charles Schwab-associated accounts by navigating to the Add Account button in the Tools menu option in upper left-hand side of If the issues persist after going through that process, then I recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed. Check if other programs are running slowly. It just started yesterday (3/8) and is still happening today. Go to Help > Check for Updates. Windows. Phone support is available from 5:00 US Bank Update Problems. MG99 5 views 0 comments 0 points Started by MG99 2:58PM Errors Looks like Investor360 only has these download capabilities - Direct Connect - So, what happens when you try to download via Quicken One Step Update ? 68149 68149 68149 Investor360 https://www. I went to the account settings and tried the account reset. US Bank supports (supposedly) Direct Connect downloads. Next, choose New Quicken File in the screen that follows, and then click OK. com in a Quicken format. Click on the account in the left sidebar which has the old transactions. May 30, 2024 · Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. com (instead of Citibank. Eagle Eye Member . Always says connection issues with the bank. My downloads from Fidelity are a pain. After Quicken/Capital One changed the download method around mid-November, I've been trying to correct the errors introduced with my existing Capital One MM and Credit Card accounts in Quicken. The Quicken Support phone number can be found through this link here. I sent a note to Q support immediately, but never got a response. Jul 1, 2023 · July 2023 edited January 6. com) and link your Visa card to it. Since I was having problems in 2022 with Quicken, I started all over staring a new file and entering into Quicken ALL my accounts - banking and credit card accounts. Follow the on-screen instructions to install the update. When you exit, all of your work is saved, and you can pick up where you left off Open the Quicken Mobile App. If an update is available, a prompt will appear with the option to install it. This discussion was created from comments split from: Download problem. Mary3215 Member . Same issue. When completed, turn Sync to OFF (if you do not use Quicken Mobile or Quicken on the Web). My Fidelity account offers a similar and well coded alternative that updates all accounts, offer e-pay, pay-to-person and trading. On the left panel in the Keychain Access app, set the Keychains to Login Oct 17, 2023 · To select non-contiguous transactions, click the first transaction you wish to move, hold down the CTRL key on your keyboard, then continue clicking each transaction you wish to move while continuing to hold down the CTRL key until you have selected all the transactions you wish to move. Incorrect cash balances, etc. That appears to have worked for me. The deleted transactions keep getting downloaded again and Downloading your data is the most convenient way to get your transactions and other account information from your bank, credit card company, and other financial institutions into Quicken. So why isn't the download transactions functionality working -getting STUCK & hanging in Click on All Transactions in your account bar and search for the missing transaction. Details follow. However, there's a gap in transactions between 2/3 and 2/8, basically when the download wasn't working but I guess I'll enter those manually and see how this goes going forward Download from Chase Problems — Quicken. September 2021 edited September 2022. September 2023. After running the updates, it says under the account register header, “Last Download March 12, 2023 - 1:21 p. Quicken Support. My Quicken version is R37. My computer will no longer open a QFX file. If you receive a blank screen, a pop-up blocker could be preventing the Chase prompts from appearing. 'hope it works for you. For the last week or so my Fidelity NetBenefits account is not downloading any new transactions. Manual downloads QFX files is the only way right now. I hope this can be solved soon! My last successful download for Chase Credit Cards was mid December. I open quicken and the register is blank. Fidelity download into Quicken issues. There are several bank and credit card accounts that will not download updates, deactivate, reset, or delete. My recollection is it started right after a Q update. I have had a problem recently with Quicken financial downloads again. Every account connected with the company downloading all the data as of the date I Windows. I tried resetting the account, but this did not resolve the issue. Having problems downloading RBC as well. Jan 9, 2024 · There isn't even an option to download transactions from discover. This discussion was created from comments split from: Account download balance not updating. I did this on 1/15/2023 (this is being reported on 1/17/2023). Home › Quicken Classic for Windows › Download, Add/Update Accounts (Windows) Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. For several weeks I have not been able to download from Synchrony Bank- specifically CareCredit and Jerome’s Credit Cards. I wish Quicken and Discover could get together on this. Had problem with Schwab download. Quicken doesn't need your account numbers to download; you provide login and password instead. For the past month or so my bank downloads have downloaded transactions that were previously downloaded and reviewed. If that doesn't show new transactions in the register, then try this: Go to Tools > Account List. In the bottom left corner of your browser, click Open file when the download is complete. I've submitted numerous problem reports into that trash shredder link. 37 this morning, which resolved my Schwab reactivation and download issues. I download my checking account transactions from my bank, credit card transactions from 2 different cards, and have several CDs at a local credit union which get updated at the first of the month. Third, refresh Quicken's financial institution information. Then, go to Tools>Add Account and follow the prompts. May 13, 2024 · Click on the link above for the update you prefer ( these steps apply to both ). I have the same problem. If the Discover Card link does not work, try using Discover Card Account Center, instead. Feb 29, 2024 · Register. exe to the list from C:\Program Files (x86)\Quicken. Sep 29, 2023 · Once you're signed in, just follow the on-screen prompts and select the accounts you want to connect in Quicken. Once you're signed in, just follow the on-screen prompts and select the accounts you want to connect in Quicken. m. Deactivate Be sure to also select Advanced Options and then select Direct Connect before proceeding with Next . If duplicates are entered into the account register (s), they will need to be manually deleted. lks2022 Member . Dec 21, 2021 · Schwab Transaction Download. We will resume normal business hours on Tuesday, May 28th. Whenever you complete a One Step Update, ensure you resolve any errors listed in the One Step Update Summary. January 2021 edited August 2022 in Errors and Troubleshooting (Windows) I have had issues with Quicken for several weeks now, and many issues since January and the latest update. 29 with my bank (US Bank). This resulted in several problems, as described below. 37 build 27. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less I have had continuing download problems with my US Bank account for a couple of months now. Feb 6, 2024 · After that, sign in with your TD Bank credentials when prompted to establish a connection. All other download sources (AMEX, Wells Fargo, etc. This started a few weeks ago, and Quicken Support could not solve the issue. Select New Quicken File. @Tomasimo There's no mention of this issue in the Release Notes for 7. Fidelity rep states this is an issue by Quicken and cannot be repaired from their side. Click Edit on your impacted Chase account. 37. Discover says it is a Quicken problem that you won't take a QXV file anymore. I download my transactions from discover. I have used this platform for decades, and I am so disappointed that this is happening. This could indicate an issue with your system instead of Quicken. com in a csv format and then paste them into Quicken. 1K Product Ideas; 45. You will need to temporarily disable Feb 5, 2024 · Quicken Classic Deluxe - R54. Quicken has not downloaded posted transactions from Citibank since mid-late February. The settings on the ONLINE tab are Financial Institution - Fidelity Investments and Connection Method - Direct Connect. 13 - Can't download Transactions, or click on QDF, or Import QFX file (edit) Quicken automatically downloaded the newest version today. I periodically get a Direct Connect OL-332-A download failure. Right-click on the preview window that appears above the Quicken icon. Software is up to date. That account should now be available to link. Oct 14, 2022 · Quicken Download Transactions stopped working with newest update (10/14/22) :s I updated my Quicken Windows this morning and now I cannot update downloaded transactions from banks and other accounts. Then, to reset the accounts, go to Tools>Account List, click the Edit button next to the problem account, go to the Online Services tab, click the Reset Account button, and follow the prompts (repeat process for each problem account). Select a download option below". I have to manually go in and check off my cleared transactions. The flags cleared on restore but when I ran update - the problem reappears Red Flags no data, This pending download of transactions seem to be prevents resetting or reactivating, When I tried resetting the account after restore and ran the update, the problem reappears. Download Problem My computer is running Windows 10. 16 - Build 27. If prompted, be sure to Link the download (s) to the accounts already in Quicken. The Wells Fargo bank download has failed all day today. Then, deactivate the account. investor360. Oct 1, 2022 · Go to Add Account or Set Up Now (on the Online Services tab of Account Details) > type in Discover Card > follow the prompts to set up the account and if provided the opportunty to Link to the existing account, do that. The Fidelity updates "appear" to work correctly. Click OK. Perhaps the best alternative option for many (but not all) Citi CCs: Select Citi Cards and click on Advanced Options. Close the Data Log. I have reset the account several time and then deleted and loaded it again and it’s not helping. Here are the steps: Go into Windows Defender Virus and Threat Protection. Call Quicken Telephone Support at (888) 311-7276, between 11:00 am and 8:00 pm ET, 7 days a week. I rely on the customized reports to look at dividends, short and long term capital gains to plan necessary trades. Nothing ever done. Checked with Schwab re: problem and they said everything was okay with their end and that they are just the gatekeeper meaning they can only verify that Quicken is able to get all the data for the authorized accounts but what Quicken does New to Quicken. Jan 26, 2024 · Recent Bank Download Issues. ) are working correctly. Repeat this process for all of your Chase accounts. Close Quicken ( leave it closed for at least 5 secs) Reopen Quicken and see if the issue persists. This has been escalated internally, though we do not have an ET…. My bank is Truist, I use the one step update my transactions are not downloading to Quicken, it always worked before Quicken went to subscriptions. When I try to download transactions from my Capital One credit card account I get no errors but nothing downloads. Feb 13, 2024 · February 13 edited March 19. Mar 13, 2024 · I continue to have download issues every time!!! 8 of 12 accounts won't include new transactions. Oct 1, 2023 · I restored back to a prior backup up (two weeks ago). 5 days ago · Get resources and help from expert Quicken users and our Customer Care Team. OK, After 4 days, 3. If you find the transactions in an incorrect account, you can move the transactions to the correct account: just select the transaction (s), right-click, and select Move transaction (s). I can't put a specific date because I have been trying to fix it by calls to I started a new file for just fidelity accounts and it seems to be working although now I have to mantain and download to two files. I think there are issues with quicken regarding downloads in general. Sign back in with the same Quicken ID. . This is an account I have had for years and I download every few days. Deactivated account and still no download, even though Quicken message on screen states that '12 months' of transactions have been updated. I deactivated and reactivated the account. Starting on 11/7, I started having problems with One Step Update. 2, and there's a very good chance that the timing is coincidental. RESOLVED 6/7/24 Navy Federal Credit Union - FDP-102 / CC-502. Note: You'll need to exit Quicken to run the update program. 9 on Windows 11. Globalbear Member . Which I have done ad nauseum. With all the transactions highlighted, click-and-drag on any transaction over to the existing Amex account in the left sidebar, and release the mouse. September 2022. Hello, I am having issues with transactions not Dec 18, 2021 · The problem of Quicken failing to download from Vanguard by the "account doesn't exist" has been ongoing for more than a year. In the File name field, enter the name of the new file, then click Save. Add qw. I have tried all the fixes they suggested only to have more problems. Nearly all connectivity problems involve the financial institution and/or Intuit, who Quicken pays to handle all connectivity; it's rare that a change to the Quicken application is needed to resolve a connectivity issue. I have been a satisfied Quicken user for almost 25 years. Despite all efforts by the Quicken programmers, the "Autopilot" (that's my name for the part of the Quicken program which processes downloaded transactions and converts them into new register transactions) is not Mar 7, 2023 · I am also having the same issue. In some cases, Quicken has opened but the program window is hidden. Nov 18, 2022 · Answers. 66, Build: 27. And after the recent server issues that Quicken had, the handshake with PNC is no longer working even though I have reset the Quicken/PNC log in at least 10 times, Quicken says that the account needs to be re-signed in. Perhaps Quicken and Vanguard need to talk. If this is as good as it gets, not sure this is product for me. This process seemed to work ok in that it took me to the Capital One site to validate Quicken Sep 2, 2023. Then I went into Quicken and reset up online access. I use Quicken daily to download across three banks and several Schwab accounts. I had to download the . You can visit our community for help while our live support is closed by selecting this link: View more details. They say "into your Personal Financial Management Software. I can do a one-step update just fine, but the one account I have to download manually won't synch. Choose Don't use mobile and web when prompted. 1. Set up in "Discover Card Account Center" with Express Web Connect as connection method. 54. 45. Go to Edit > Preferences > Mobile & Web > Sync = ON > OK > Edit > Preferences > Mobile & Web > Reset Cloud Account > Reset > Yes > Reset. Chequing and savings accounts. Feb 8, 2024 · If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems. This is on multiple accounts. here. It is a nightmare. 1. Now suddenly, it has stopped working. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less Jan 11, 2024 · We have observed performance issues (such as slowness) when Quicken files are saved on a compressed drive. (btw, hasn't worked since early Sept) Arthurc Member . Click Update Now. I'm using the latest Quicken Deluxe desktop subscription on Windows 10. We would like to show you a description here but the site won’t allow us. Password accepted, online balance updated, but no transactions downloaded. Below are instructions on how to create a test file: Choose File menu > New Quicken File. Despite all efforts by the Quicken programmers, the "Autopilot" (that's my name for the part of the Quicken program which processes downloaded transactions and converts them into new register transactions) is not Apr 26, 2024 · Reopen Quicken and see if the issue persists. December 2021 edited March 2022. Not a seamless download. 2 weeks ago, several Net Benefit transactions just "didn't download" and I had to enter them manually (quicken blamed Fidelity, Fidelity blamed Quicken). I have lost confidence in Quicken. I realize many will say this is a user error, but I have used Quicken for years and they have had problems in the past with download errors. When finished, you can verify the release version of Quicken by selecting the Help menu in the software and choosing Open Quicken and restore your Manual Backup and go on with life. To locate and expand it: Place the mouse cursor over the Quicken icon in the Start bar. There are 2 other issues that I have been having recently. QFX file from the Chase website and import the file into Quicken. Click on any transaction in the register and do Edit > Select All (or Command-A). So I tried without any of the steps above and my accounts are downloading transactions again. This will bring up a list of all the financial institutions where "citi…". And yet - it has worked for me for years. I can tell that the account itself is getting updated because the holdings do not have ticker symbols but their values are being updated so it is clearly connecting. This resulted in duplicate Chase and Marcus accounts with download data into the new accounts 120 Alerts, Online Banking & Known Product Issues; 11 Product Alerts; 605 Welcome to the Community! 546 Before you Buy; 1. Mar 1, 2023 · Wells Fargo download problem. Two iterations of this that did not work were: setting up a new Quicken installation with new Chase and Marcus accounts, confirming that data could be downloaded into those accounts and then trying to import the transfer file into the new installation. Instead, type in Citi in the search field. My Church also uses Quicken and First Horizon, and is having the same issues. Select the correct account and click OK . Also, if you have the chance, you could save a backup by going to File > Copy or Backup File in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File Next, choose New Quicken File in the screen that follows, and then click OK. Mar 27, 2022 · Synchrony Bank Accounts not downloading properly. The bank blames Quicken, commenting that they have NEVER supported Quicken as an aggregator app. When downloading "Update Transactions" Vanguard's old platform worked very well - with no problems. System Member admin. Call Wells Fargo Advisors Online Services Support at (877) 879-2495 Monday – Friday, 8:00 am – midnight ET. Click Disconnect Account ( if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account) Quit Quicken. I have downloaded Discover transactions for 10 years into Quicken. Issues downloading transactions. com NA If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems. That simple. The Web Connect seems to be broken. My downloads into Quicken from Interactive Brokers work fine, and have for many years. Official Quicken® Support - Phone, Chat, or Community. Every download they update the stock price, and then add a CASH balance that is equal to the value of the holdings. Contacted Quicken support and went through the authorize/re-authorize, disconnect online and re-add account. Select Desktop & Dock and scroll down to Default web browser. This morning 5/12/23 I ran a One Step Update (OSU) on Quicken Premier R49. Tap the Logout button at the bottom of the screen. Click on allow an app through controlled folder access. It says the account is connected, but it will not download current or historical transactions. 52 Build 27. It is recommended to before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Unable to "Download Transactions". Mar 12, 2023 · My 3 Chase (First USA) credit card accounts haven't downloaded in a couple of weeks despite transactions across the accounts. It just fails to download any new transactions when I If Quicken thinks the account is connected, then to free it up so you can link it to the correct account, you would first want to backup your Quicken file. I'll add my comment to this Synchrony Bank issue. In the New Copy, go to File > Validate and Repair File and select the Validate file option. Quicken support had me manually download QFX file to populate historical and said it should be okay. Instead of entering each transaction manually, you can set up your accounts for automatic download directly into Quicken. Jan 23, 2024 · The One Step Update Summary quit showing my Wells Fargo account at the same time that Quicken quit downloading the aforementioned transactions. The online balance that Quicken shows is wildly wrong - like by over $1000. 2. Mar 12, 2024 · Since R55. Click the Gear icon in the upper right. Quicken problems with Vanguard downloads. Search for the institution (i. This solves the balances not matching. Quicken is doubling the balance of all of my Fidelity accounts, both Investments and NetBenefits. Mar 19, 2024 · Go to the Start menu > Settings > Apps > Default Apps. Click Maximize . bofa download issues. If you receive a blank screen, a pop-up blocker could be preventing the TD Bank prompts from appearing. Schwab Downloads, Problems, Issues, Etc. (Express Web Connect +)” but there are no downloaded transactions (and no, they are not pending on the bank site). I then restored from a 5/10/23 backup, this went fine, and I repeated the OSU with one change, which was successful. If you do Manual Backups after major changes or daily, you lost nothing. Hold CTRL + Shift and click Validate and Repair File Super Validate File. I've been a Quicken user for 20+ years and December is an important tax planning time for me. I was running Quicken Premier version 36. Mac: Go to the Apple menu > System Settings. In this last download, it failed to add a bank posted charge and also listed an item as clear in the Effective 8/29/2023 - Discover card transactions not downloading, exactly as described above. Do NOT click on the Citi logo icon. 16 - Windows 10 Have not been able to download Chase Investments data since start of 2024. Reopen Quicken and see if the issue persists. All the transactions will be moved to Feb 1, 2021 · DC is a superior connection method and it can be obtained for Citi credit cards for free via the following process: Set up an online account at Citi. I'm using Quicken Version R37. Then follow the prompts. 9 Build 27. After getting shuffled back and forth between Citi and Quicken, I realized that the downloading problem was on Citi's end. Discover back accounts download without any issues. After the Copy is complete, choose to Open New Copy. Go to the account register you're having trouble with. 5 days ago · 121 Alerts, Online Banking & Known Product Issues; 11 Product Alerts; 604 Welcome to the Community! 547 Before you Buy; 1. File. Click Set default. To assist Quicken Support with troubleshooting, Quicken keeps a log file of the problems found and repairs made by the Quicken Cloud Repair Tool. Alerts, Online Banking & Known Product Issues. Register. In the last year I have spent HOURS trying to reconcile accounts that were not being downloaded properly WITHOUT RECEIVING ANY ERROR MESSAGE. Downloaded transactions only gives a list of transactions, but no ability to do an update as use for many years previously. Turn on Controlled Folder Access. Please note: Products and services are offered by the merchants whose sites you visit. Havent even tried investment accounts yet. 1K Quicken Classic for Mac; 921 Quicken Mobile; 702 Quicken on the Web; 10 The Community Meetup Newsletter I'm having similar problems with Capital One. They are as follows: 1. December 2020. Mar 15, 2024 · A quick review showed that nothing has downloaded (using Direct Connect) from Fidelity since the middle of 2023. Note. X Our support team will be closed on Monday, May 27th, in observance of Memorial Day. There are no errors during the Fidelity download, but there are also no transactions being downloaded. If your Hard Drive crashes, don't worry. I am having the same issue with Quicken downloading from First Horizon Bank. 52. 9 on the up to date Windows 10 Pro. Hard for me to continue with this app (Quicken) if this does not get resolved. Prior to doing the reset, please make sure to backup your Quicken file. Oct 1, 2021 · Click on the Downloads tab. March 2023 edited April 2023. Once your Visa account is set up there, go to Manage Your Desktop Apps in your online account and add access for Quicken. Click on "Next" and in the next box that appears, Click on "Continue" and the download (s) will take place and added to those Quicken Account (s). Also no resolution. Tap the Menu icon in the upper left. Aug 1, 2023 · Sometimes it downloads transactions and puts them in closed accounts! I ran some financials and the totals were off by 10's of thousands! I spent 3 days in early July balancing all my accounts by paper and corrected some new account balances that came from who knows where and now it is still messed up. I'm using Windows 11 and am a current Mar 1, 2023 · Citibank Posted Transactions Not Downloading. Visit the Quicken Support Site. Then restore your Quicken Data File. Online banking/download issues. Check to see if the issue is resolved. Jan 12, 2024 · Use the "tools" pull down tab to click on "Add Account". All accounts were downloading successfully except my Schwab accounts as of 12/5/2021. Go into Ransom Ware Protection. 5 hours, and 2 Quicken "tickets" being issued the problems with my Quicken "Premier" (what ever that means) software still does not work properly. This is to ensure there are no lingering issues with the data in this file. In the last week or so, I started missing some but not May 15, 2024 · Step 1: Check if the Quicken window is hidden. Select a different browser. After this, choose a file location on your computer and then click Save. The Connection Method for my Wells Fargo account is Express Web Connect+. 3K Quicken Classic for Windows; 14. There seems to to be a communication problem between Quicken and First Horizon Bank. January 26 edited February 27. For example, if you use Google Chrome as your default browser, select Microsoft Edge instead, or vice versa. You will need to temporarily disable any pop-up blockers or update their settings to allow pop-ups from Chase. I'm not a quicken employee, just trying to be a helpful pup! Jan 23, 2024 · I am using the latest update of Quicken Classic Deluxe R54. Simply reinstall your operating system or restore an image of your operating system. 9, build 27. Checked today and still not working. Chase shows up in the OSU popup as waiting and then the OSU finishes without any Chase transaction download. Click Yes to install the update. All my non-Chase bank accounts are downloading transactions without issue. Since converting my Vanguard account to the new platform downloaded figures do not coincide with my Vanguard account. March 2023 edited May 2023. 1K Quicken Classic for Mac; 921 Quicken Mobile; 702 Quicken on the Web; 10 The Community Meetup Newsletter Go to account details (control-shift-E) and the online tab, click on the Online Services tab, and click Deactivate and that'll stop quicken from downloading. Open Finder and navigate to Applications > Utilities > Keychain Access app. 66 Quicken Anja 596 views 3 comments 3 points Most recent by Quicken Janean May 3 Alerts, Online Banking & Known Product Issues Quicken Download stopped working Closed Vman0323 97 views 3 comments 0 points Most recent by Quicken Kristina April 30 Download, Add/Update Accounts (Windows) Mar 29, 2024 · Simply click Save Copy . Discover is the lastest issue. When I try to download my account for options I get PDF, Excel or CSV. It is quite annoying : (. Rob Member . I started Quicken today and immediately got an update. To resolve the Schwab account reactivation issues I upgraded to Premier version R37. linodav Member . Its hit and miss. is included in the name or the listed URL. This will reset the data in the Cloud Account. It used to work OK, until some months ago. We have identified that users with Navy Federal Credit Union are receiving CC-502 in Quicken for Windows and FDP-102 in Quicken for Mac. There was recent program update that was aimed at this but I suspect problems are still occurring. I am using Quicken Classic Premier Version R54. Sometimes I delete a downloaded transaction because I've already recorded that transaction. xsqjfnlrrayvtpnzmkek