Trying to update transactions in Quicken.I get a message that my login is not correct -I can log in to my bank account directly,

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I have spent the last 5 days trying to update transactions in my Quicken account. I get a message that my login is not correct -  I can log in to my account through the bank directly, but not through Quicken. Known issue? 
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Kris Daniels

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  • very frustrated

Posted 3 weeks ago

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Quicken Colin, Official Rep

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What version of Quicken are you using (Windows or Mac, year, and the Release (R) Number)? What financial institution, and what type of account, are you trying to connect with? Have you updated this account before and, if so, when was the last time it connected?
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Joe

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Colin,  This is beyond frustrating.  You can see all the problems no matter the version or the bank.  What the hell is Quicken doing about this problem that has been ongoing for at least 4 months that I am aware????
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Kris Daniels

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I have to agree with Joe.  Based on all the comments, it's clear this is a problem with many users.  What's even more frustrating is that Quicken has made no indication they are aware of anything - and yet, I'm getting daily emails to 'hurry' to upgrade to the next version.    
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Quicken Colin, Official Rep

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If you believe this is an issue with the program, it's best to reach out to customer support: https://www.quicken.com/support.  They have the access to forward an issue if troubleshooting is not working for you.  We in the community do not have the tools.
(Edited)
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Kris Daniels

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My mistake. Thought you were presenting yourself as a rep from Quicken. I contacted them already with no response. Researching a replacement at this point.
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A.D. Arumae

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Window Quicken Home and Business for Window Toshiba Laptop x64

Re:  Update and Download Financial Problems

Good News:  I handle 3 handicapped family member;
finances. Quicken when it works is amazing.

Irksome:  There are a random 3-4 accounts that will not download from Navy Federal Credit Union when I do an Update.  It is never the same accounts.

In the past I have called Quicken  customer service.. I is frustrating..
Invariable I get a person in India that doesn't understand my problem or how to fix it..

Reading the help I  learned  you deactivate and reactivate each of the problem accounts on the Quicken.I first I press the Action,shown by a Cog shaped symbol in the upper right.. Then select "Edit Account Details"  If you are worried copy your passwords to a piece of paper..
 
Then select "Edit Account Details", the forth choice shown, Deactivate and then reactivate. Sometimes it work, sometimes it doesn't' to fix the problem.

I finally called Navy Federal Credit Union and they did  a reset from their end.  Works fine now..
Hope this helps.
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Judith Garard

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I have the same issue using Quicken Deluxe 2016 and Windows 10 with Compass Bank NA log on information.  Other accounts at other institutions update successfully.

Please help!
(Edited)
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Joe

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I have been experiencing the same thing with Quicken 2016 and windows 10 and Wells Fargo for the last 3 months.It actually shows that it has updated but it is not picking up the latest transactions. I have to deactivate the accounts every day and reset them and it will Update. Very frustrating.  When is this going to be taken care of?
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Judith Garard

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Thanks for the tip, deactivating the accounts is frustrating, but at least it works.
Thanks, Joe
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Barbara Baltz

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I have Quicken 2016 and Windows 10 and have the same problem trying to download from Rivermark Community Credit Union. First it was just my checking, but now my Visa and other accounts are affected as well. Resetting doesn't work. The only way I can download the transactions is to export from Rivermark to Quicken. I've been having the same problem with other accounts too...Barclay's and Citibank! 
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Mark A R Mitchell

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I'm having a similar problem with Quicken 2016 Home and Business (r11). I can download some information from my bank (Citadel Federal Credit Union) but other accounts that downloaded fine two months ago are now "unrecognized." I can import transactions into those accounts using Web Connect (from the Citadel site) but I can't connect them from within Quicken itself. I've tried disconnecting and reconnecting all my accounts, but to no avail.

I'm also getting these never-before-seen prompts to enter an authenticating password when I try to update my accounts from within Quicken. When I first reconnected my accounts and tried, this, a window like this popped up for each of the 22 linked accounts I was updating (and you can imagine how annoying THAT was). Now this pops up only three times when I try to update:  



I enter the appropriate key (for each one that pops up) but then I end up with another screen that tells me that there's something wrong with my password and I can't continue.



Needless to say, there's nothing wrong with the password; it works fine when I use it to log into my accounts via the web.

What's up, Quicken???
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Mark A R Mitchell

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So far, I've spent at least 2.5 hours on the phone (in two calls over the course of a week) with Quicken support. They've escalated my issues (and log files) to a high level of support, but so far no one has been able to sort out the problem and instruct me how to fix it. I've been asked to disconnect all my accounts from the bank, then remove all references to the banks from the profile for each account; I've even removed the account numbers from the profiles. When I then tried to set up a one-step update from scratch, Quicken sees all my accounts as "unrecognized" and won't link any of the accounts at the bank to the accounts in my quicken file.  The Quicken Support team even had me create a new file -- with no accounts in it at all -- and try to connect that to my bank accounts. You'd think that I'd be able to link a brand new file to a bank account, but no: I could not even do that.  

It's also still curious that this update problem only affects the accounts at one institution. I can update the accounts from American Express and other institutions without apparent difficulty. Yet the bank to which I'm having trouble connecting insists that they've done nothing on their side to change how Quicken would interact with them.

Any clues in here that you're missing Quicken? Something should be starting to surface as to why we're all having this trouble....
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gmalis1, SuperUser

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Curious...what's the name of the problematic bank?

Because my money is on that the issue is with the bank (most likely a credit union) and the people you speak to have zero clue it's their problem.  

In most cases, teller, managers, phone personnel all will blame Quicken and state that it's not their problem.  

Invariably, the bank or credit union changed something and Quicken can't connect via Express Web Connect.  

And no, Quicken does not have a crystal ball and know there is a change unless the financial institutions alerts Quicken that there is one.