Bank downloads

I recently bought a new HP Pavilion with Windows 8 pre-installed. I then transferred my Quicken software and account files to the new computer. Everything seemed to have gone well but when I try to download my bank transactions I don't get anything. It seems to be going through the download process but the account registers don't show any new transactions. I can key the new transactions in manually and Quicken seems to do all that it is supposed to do after I get the new information manually keyed in. What am I overlooking, or what can I try to change in order to overcome this download failure? Thanks, Gordon

Reply to
Gordon
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what do you mean .... "I then transferred my Quicken software and account files to the new computer"

How ? did you re-installed Quicken ? what version ? did you copy the Quicken data file/s ?

Reply to
ps56k

Yes, I re-installed Quicken Premier 2013 then copied my account backup files to the new computer. My old computer's hard drive failed and I can not run the old installation of Quicken to see if it will still do the downloads. I have backups of the data files on an external hard drive, so I did not lose any of these files.

When I opened the backup file with the new computer's setup everything came along just fine and still seems to be working well except I cannot download the daily transactions from my Credit Union. I have to go to my Credit Union on-line then print out a copy of the daily transactions. Then using this paper copy I key the information into Quicken and all goes well from there on.

I'm guessing I did something wrong in the initial setup of Quicken on the new computer and this rendered it unable to download the data from my Credit Union. Gordon

Reply to
Gordon
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just to see if anything is working, do you download transactions from any other financial institution - bank, brokerage, mutual funds, etc

did you try to deactivate the online setup for the CU, and then re-activate it ?

Reply to
ps56k

No, all my transactions are from my Credit Union. I have a checking account, some CDs and a savings account there but it is all ordinary banking.

These transaction downloads always went very well on my old computer but for some reason they don't work well, or not at all on the new computer.

No, I've not tried this. I was thinking maybe I should do a reinstall of Quicken but I am concerned that this might mess things up more than it would correct the problems.

I think this set of problems may somehow be linked with the renaming of transactions. When I was first setting this new installation of Quicken up on my new computer I got several pop-ups about renaming a transaction.

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Reply to
Gordon

Gordon,

OK. I've been having random trouble connecting Quicken to several different bank accounts and a couple of mutual fund companies over the past 8 months or so. One bank in particular, Affinity Federal Savings, seemed never to stay synchronized to Quicken, even, after a lot of messing about, it was made to work for a week or two.

I moved to Windows 8 a few weeks ago. There wasn't much difference, except that maybe the problems got a little worse.

So, somebody in this forum mentioned a particular setting in Windows/Internet Explorer. (Note: Windows 8 is peculiar since it comes with IE 10, not yet available for other versions of Windows.)

This is in Start->Control Panel->Network and Internet->Internet Settings.

Go to the Advanced tab, scroll down to Security area. In there, there are three check boxes in a row: Use TLS 1.0 Use TLS 1.1 Use TLS 2.0

The advice was to uncheck TLS 2.0. I did that. On my setup, TLS 1.0 was unchecked when I got there; TLS 1.1 was checked.

That was the secret sauce. Suddenly all my Quicken internet connectivity issues with four different financial institutions evaporated. In particular one financial institution that had never worked started working; Affinity worked better than it ever had; and problems with T. Rowe Price (Quicken would hang on the "Getting account info" stage of setting up the connection, to the point of having to shut it down with the equivalent of ctrl-alt-del was required) stopped.

Don't know if this is your problem. Don't know if the problems were because there were multiple check marks on the TLS settings. Heck, I'm not even sure what TLS stands for, but it does make me vaguely nervous that the 2.0 version is now unchecked, later versions of security things usually meaning better security.

KBeck

Reply to
Ken

Thanks, Ken. I just tried this and it seems to have worked for me, too. There was only one transaction to download. There will be more tomorrow. I surely do hope this has all the related problems resolved.

Did you intend to type Use TLS 1.2 instead of Use TLS 2.0? My Control Panel settings show only the 1.2. There was no 2.0.

I still got that pesky pop-up; Create Payee Renaming Rule, and had to go along with it then change the way it was downloaded into Quicken. This was a funds transfer from my checking to my VISA account to make a scheduled monthly payment. The pop-up didn't give me the option for setting this up as a funds transfer. I had to "pretend" it was a payment, then make the needed change to the Quicken register, manually.

Thanks abundantly, Gordon

Reply to
Gordon

"Ken" wrote

So, somebody in this forum mentioned a particular setting in Windows/Internet Explorer. (Note: Windows 8 is peculiar since it comes with IE 10, not yet available for other versions of Windows.)

This is in Start->Control Panel->Network and Internet->Internet Settings.

Go to the Advanced tab, scroll down to Security area. In there, there are three check boxes in a row: Use TLS 1.0 Use TLS 1.1 Use TLS 2.0

The advice was to uncheck TLS 2.0. I did that. On my setup, TLS 1.0 was unchecked when I got there; TLS 1.1 was checked.

That was the secret sauce. Suddenly all my Quicken internet connectivity issues with four different financial institutions evaporated.

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I know a lot of users have reported making that change solved their downloading problem.

But, I believe it only pertains to accounts that are using "Express Web Connect" to download.

Unless someone confirms that it solves downloading problems for the other connection methods, I would suggest NOT making the change for accounts using "Direct Connect" or "Web Connect".

Reply to
John Pollard

Thanks to all who have responded. I think the problem is resolved, now. The downloads went well today and the renaming pop-up didn't cause any problems either. All is well that ends well! Gordon

Reply to
Gordon

John,

I think that this is an all or nothing setting in that it affects all secure connections through the internet from the user's computer. It doesn't seem to be practical to turn it on or off and then download from particular accounts.

Reply to
Oregonian

"Oregonian" wrote

John,

I think that this is an all or nothing setting in that it affects all secure connections through the internet from the user's computer. It doesn't seem to be practical to turn it on or off and then download from particular accounts.

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I agree, but that wasn't what I was suggesting. I probably didn't say it very clearly.

To put it another way: if you don't have any accounts that download using Express Web Connect (or you have Express Web Connect accounts, but you're not having the specific problem mentioned), I would not change the browser security settings as suggested.

And I'm guessing that Intuit may do something to make the issue go away without having to remove that specific browser security setting, so I would keep my eyes open to see if there's any confirmation of that - from Intuit directly, or from users who post publicly.

Reply to
John Pollard

Intuit may already have released a software update but for some reason I can't download it. I make the selection to download and install the update and it seems to be going through the process, but it ends up with a pop-up window that says something to the effect..."Sorry, for some reason we were not able to download the update file. Please try again, later."

I've been through this several times and always get the same error message.

Windows 8 and Quicken Premier 2013 is my setup. Gordon

Reply to
Gordon

Hi, Gordon.

What Release # of Quicken? To see yours, click Quicken's Help | About Quicken.

I'm running Quicken 2013 Deluxe Release R10 (22.1.10.2).

RC

-- -- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) snipped-for-privacy@grandecom.net Microsoft Windows MVP (2002-2010) (Using Quicken Deluxe 2013 R 10 and Windows Live Mail in Win8 x64)

Intuit may already have released a software update but for some reason I can't download it. I make the selection to download and install the update and it seems to be going through the process, but it ends up with a pop-up window that says something to the effect..."Sorry, for some reason we were not able to download the update file. Please try again, later."

I've been through this several times and always get the same error message.

Windows 8 and Quicken Premier 2013 is my setup. Gordon

Reply to
R. C. White

And to add to what you say, RC, that's the current release.

Reply to
Ken Blake

Mine is Release R 7 (22.1.7.11)

I don't know if this reflects the attempted online upgrade/update release or if this is the way it was initially, when I first installed it. Gordon

Reply to
Gordon

"Gordon" wrote

Intuit may already have released a software update but for some reason I can't download it. I make the selection to download and install the update and it seems to be going through the process, but it ends up with a pop-up window that says something to the effect..."Sorry, for some reason we were not able to download the update file. Please try again, later."

I've been through this several times and always get the same error message.

Windows 8 and Quicken Premier 2013 is my setup.

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As already noted, there is a newer release (R10) than the one you're running ... but it doesn't address the issue of this discussion (as I recall, R10 was released before the work around was discovered, if not before the problem was discovered).

You didn't provide the exact steps you took to try to install the newest release. That might be helpful information.

In particular, were you trying to install the "Mondo" release, or just the regular release? And did you have a problem downloading the patch file, or a problem running the patch file?

Reply to
John Pollard

The steps I regularly go through on this problem are: Start Quicken; One Step Update Summary window opens, showing the note below: "Free Update Available" Click here to update now.

Then I get another Pop-Up window with the message: Free Update to Quicken is Available December 2012 In this update, we have resolved issues in Quicken 2013. For additional information, click the What's in this Update button.

Before you update

If you use online account services (transaction download or bill pay), please verify that you have completed all previous online sessions before you update Quicken. To do this:

  1. From the Tools Menu, choose Online Center
  2. Click Update/Send If your last online session was not complete, you'll see a message that reads: "Your last online session was not complet6ed. Quicken will now try to complete this previous connection. After it is done, you can send your new request."
  3. Click OK to complete your previous connection. Once the connection is complete, you can continue with your Quicken update.
  4. We recommend closing all other applications prior to running the Quicken update.

I've gone through this several times but never found any incomplete download information. But when I try to download the update it seems to be downloading for a long time then it will stop and I get another Pop-Up message saying something to the effect: "Sorry the download did not complete. Please try again later."

Any suggestions??? Gordon

Reply to
Gordon

"Gordon" wrote

The steps I regularly go through on this problem are: Start Quicken; One Step Update Summary window opens, showing the note below: "Free Update Available" Click here to update now.

Then I get another Pop-Up window with the message: Free Update to Quicken is Available December 2012 In this update, we have resolved issues in Quicken 2013. For additional information, click the What's in this Update button.

. . .

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I suggest downloading the manual patch and applying (running) that. If the plain patch fails, download and run the "Mondo" patch.

Go to the following web site, chose your Quicken version, then download the patch. When the patch file is on your hard drive, run it (it's an EXE file) when Quicken is not running.

formatting link
I suggest you plan to download and save every new Release file for any Quicken version you have. Makes it easy to reinstall Quicken even when there is no internet available. And saves having to go back and locate the manual download web site when automatic updating fails during a reinstall.

Reply to
John Pollard

Gordon

Reply to
Gordon

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