Transactions NOT Downloading
in [Quicken]
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Next: Deleting a credit card account to which EFTS have been made?
From: JCO on 4 Feb 2010 17:12 fyi; Reinstalling did not fix the issue. "Gary E. Ansok" <ansok(a)alumni.caltech.edu> wrote in message news:hkdmdh$2hd$1(a)naig.caltech.edu... > In article <hkdb67$t6j$1(a)speranza.aioe.org>, JCO <someone(a)somewhere.com> > wrote: >>That sucks! My Discover always downloaded okay before and it no longer >>works either. I wonder if reinstalling Quicken can fix the issues. I >>will >>try. >> >>"Bob Wang" <BobWangBlog(a)Gmail.com> wrote in message >>news:hkcpok$jvv$1(a)news.eternal-september.org... >>> I've noticed that Quicken 2010 H&B does that with EWC for NASA FCU, and >>> Direct Connect for one of my Citi Business MasterCards. >>> I don't know of a solution, my workaround is just to download NASA via >>> Web >>> Connect, and manually enter Citi. >>> > > If the account just isn't downloading (as opposed to trying to download > and getting an error), then one thing to check is to go into the Schedule > Updates window and verify that those accounts are checked in the list > of downloads. > > I've found that an account stops downloading, and when I go to Schedule > Updates that account isn't checked (and I couldn't figure out why). > Making sure all the accounts are checked fixes the problem. > > Gary Ansok > -- > Customer: "There are smoke and flames coming from my computer." > Tech Support: "Uh, hang up, unplug the computer from the wall, > and call the local fire department." > Customer: "No, I need to know how to do a backup. Fastest possible > method."
From: Bob Wang on 4 Feb 2010 17:24 I just noticed that Pentagon Federal Credit Union as well as NASA FCU will act like there were no transactions to download. Yeah, I tried reinstalling also. >>> "JCO" <someone(a)somewhere.com> wrote in message news:hkfgue$bb8$1(a)speranza.aioe.org... fyi; Reinstalling did not fix the issue.
From: JCO on 4 Feb 2010 18:57
I finally got mine fixed. I went through there support using Live Chat. Below is a summary of our Chat: ************************ Madan: Welcome to Quicken chat support. My name is Madan. Please give me a moment while I review the info you provided. jco Oliviero: k Madan: Hi jco jco Oliviero: hi jco Oliviero: I was on a Quicken Forum and it appears to be an issue for many folks so this appears to be serious Madan: What I understand is that you are unable to download transactions from your Financial Institution. Is that correct? jco Oliviero: correct and all items in the Update Windows are checked jco Oliviero: with each intutution, the progress bar goes to 100% and there are no errors. When done, it says successful Madan: May I know since when are you facing this issue? { I mean after what changes this occurred and from which date } jco Oliviero: This is why the issue has been going on for several months jco Oliviero: none that I know of jco Oliviero: today I reinstalled the product but it made no difference Madan: Please let me know the release version of the program . Madan: Open Quicken program . jco Oliviero: k Madan: Go to the Quicken Help menu >>>>About Quicken . jco Oliviero: Release 5? Madan: Okay Madan: We need to determine if this is an issue with the Quicken program or with your data file. Therefore, we'll need to create a test file to do this. 1) Open Quicken. 2) Go to the "File" menu >> "New" >> "New Quicken File". Click OK. 3) Name the file as "Test" and save it on the desktop. 4) Go to the "File" menu >> "New" >> "New Quicken Account". Click OK 5) Please select the financial institution in question and try to activate the account for online services. Duplicate your issue in this test file. If you are able to duplicate the issue in the test file, then the issue is system or program related. Incase, you are not able to duplicate the issue in the test file, then it is maybe because of data corruption. jco Oliviero: Im getting there... hold on Madan: Sure! jco Oliviero: Yes it seems to have downloaded 157 transactions. This instibution worked Madan: It means that there is data damage in the original file. Madan: Please open original data file. jco Oliviero: okay Madan: We can fix data damage by following the steps mentioned below: Note: The original file would stay intact at the same location. 1) Go to the "File" menu >> Open. 2) Select and open the original data file. 3) Go to the "File" menu >> "File Operations" >> "Copy". Madan: 4) It would open a small window with the title "Copy File". Click on the "Browse" button. 5) Enter a new name, which you wish to use for the data file, in the "File name" field listed at the bottom of the small window. (Name length should be less than or equal to 8 characters.) 6) This step is OPTIONAL BUT RECOMMENDED. Select a shorter date range to include the transactions, only for the past 2-3 years. (The data file is more likely to get damaged, if it is large in size. The large size might have caused the corruption therefore this is an important step. ) Madan: 7) Uncheck the option saying "Include All Prior Uncleared Transactions". Click OK. 8) If you see an option saying "Include All Prior Investment Transactions", leave it checked. Click "Save". 9) Once the "Copy File" process is complete, you would be prompted to select either the original file or the new copy. Select the new copy and click OK. Madan: Let me know when you are ready to perform next steps. jco Oliviero: Hold on Madan: Sure ! jco Oliviero: So for step 7, you want that unchecked? jco Oliviero: before the copy Madan: Yes jco Oliviero: done Madan: Are you in the new copy file ? jco Oliviero: yes Madan: 1) Go to the "File" menu >> "File Operations" >> "Validate". 2) Select the new copy that we just created and click OK. 3) This will start the "Validation" process, which will remove the corruption from the copy file. Madan: 4) Click OK, once "Validation" is complete. 5) If you get a message that says "Data losses were found, would you like to view the log now?", select No, and perform the Validation steps, till you get a message "Validation is complete" (maximum 3 times). jco Oliviero: Just says Validation has completed Madan: Hold down the CTRL and SHIFT keys & without releasing them, perform the steps mentioned below: 1) Go to the "File" menu >> "File Operations" >> "Validate". 2) Select the new copy that we just created and click OK. 3) This will start the "Super Validation" process, which will remove the corruption from the copy file. (Release the keys, when the "Super Validation" process starts.) Madan: 4) Click OK, once "Super Validation" is complete. jco Oliviero: Valadation Complete jco Oliviero: no errors that I know of Madan: Okay Madan: jco, we need to deactivate the account and reactivate it using the member ID. Please follow the steps mentioned below to do the same. Madan: 1. Open Quicken and go to the Tools menu >> Account List. 2. Highlight the account in question and click on the "Edit Details" button. 3. Please click on the "Online Services" tab, present on the top, left corner of the new window. 4. Click on the "Remove from one step update" button. Madan: 5. Click on Yes when it asks for the confirmation. 6. Click on OK if it prompts to contact the financial institution to cancel the service. 7. It should say "This is a manual account" under the One Step Update section if the account was successfully deactivated. 8. Click on the "Activate One Step Update' button and use the new ID/password to activate the account. jco Oliviero: both are deactivated jco Oliviero: Now I will reactivate Madan: Okay jco Oliviero: Its working... need to do another account now Madan: Great !3 jco Oliviero: The other account won't log in jco Oliviero: can't connect to PNC Card Service jco Oliviero: I think this was set up differently... where I had to download a qif file Madan: jco, I would like to inform you that QIF is not supported in the Quicken . Madan: You can download your bank web site as QFX . jco Oliviero: It may be that other format jco Oliviero: yes jco Oliviero: I will handle that Madan: 1. Please open Quicken. 2. Please go to Tools>>account list>>select the account. 3. Do right click on it>>select the edit from the drop down list. 4. Click on Online service tab>>remove from one step update. 5. Please Close Quicken. Madan: 1. Log on to your bank web site outside Quicken. 2. Download QFX file and save it on your computer desktop. Madan: 3. Now open Quicken. 4. Go to File menu>>import>>Web connect. 5. Select the QFX file you have downloaded and import in the correct account. jco Oliviero: Yes I can do that... I know how. jco Oliviero: I think I can handle this now. Thanks for your help ************************ "Bob Wang" <BobWangBlog(a)Gmail.com> wrote in message news:hkfhft$s56$1(a)news.eternal-september.org... > I just noticed that Pentagon Federal Credit Union as well as NASA FCU will > act like there were no transactions to download. > Yeah, I tried reinstalling also. > >>>> > "JCO" <someone(a)somewhere.com> wrote in message > news:hkfgue$bb8$1(a)speranza.aioe.org... > fyi; > Reinstalling did not fix the issue. > |