This is bizarre. I have an account set up for direct connect and it appeared in one-step update. But I started Q this morning and the account won't update - neither with 1-step nor directly with "update transactions".
When I try to update transactions it gets me to a "one step update settings" box and there are three boxes in that: "Fill passwords" and "Manage Passwords" -- both of those get me to the "accounts that need passwords" page and this account [it happens to be Discover] *isn't* listed*. The box "show passwords" doesn't do anything.
Quicken warned me that some online services were overloaded... could this be just what happens when Discover, somehow, tells quicken it shouldn't direct connect??
Is the Discover account activated for downloading? Via "Direct Connect"? See the Online Services tab in the Edit Account Details dialog for the account.
If yes, have you looked in the Quicken Password Vault to see whether Discover has a password stored there?n Or whether Discover is even listed in the Vault (it won't be unless it's activated for Direct Connect or Express Web Connect)?
Please post the exact text of that message, and the steps you take immediately preceding the appearance of that message.
} On Sunday, April 19, 2020 at 11:12:02 AM UTC-5, Bernie Cosell wrote: } > This is bizarre. I have an account set up for direct connect and it } > appeared in one-step update. But I started Q this morning and the account } > won't update - neither with 1-step nor directly with "update transactions". } } Is the Discover account activated for downloading? Via "Direct Connect"? See the Online Services tab in the Edit Account Details dialog for the account.
As far as I know it is. When I got to edit/delete account the online services tab says "Discover is set up for transaction download" and next to it it says "Automatic entry is off" and I checked and it is set to "no" [I will review and accept transactions manually"
Below that it says Connection method: Direct Connect.
} If yes, have you looked in the Quicken Password Vault to see whether Discover has a password stored there?n Or whether Discover is even listed in the Vault (it won't be unless it's activated for Direct Connect or Express Web Connect)?
There's *no*entry in the password vault for Discover! I tried doing a "reset account" and instead of asking for the password value password it asked me for the discover password. It didn't seem to do anything. Should I try de-activating it and re-activating and see if the re-activation will put a password in the vault?
} > Quicken warned me that some online services were overloaded... } } Please post the exact text of that message, and the steps you take immediately preceding the appearance of that message.
It doesn't show up any more -- it was a popup that appeared automatically [before I had typed or done anything] when I started Q on Sunday. It said something about online services may be overloaded and you should try again in a few days. I don't remember the exact wording, since it only popped up once and not again.
} This is bizarre. I have an account set up for direct connect and it } appeared in one-step update. But I started Q this morning and the account } won't update - neither with 1-step nor directly with "update transactions".
I decided to brave the brute force try: I deactivated and reactivated the account. All is well now. I have no idea what its problem was, but it is gone now. lt got me 120 transactions, but it seems to have it right: most of those are "match" is. I'm not sure if I should 'accept" them or just delete the downloaded transactions. All of the matched ones are already reconciled.. maybe I'll try accepting one and see if it stays "R"
What is your Quicken Year, Edition and Release/Version (example: Q2020 Deluxe, R26.15)? See Help > About Quicken.
Also when did you update Quicken to the Release you are now using?
A Quicken account that is activated for downloading via Direct Connect or Express Web Connect should always have an entry in the Password Vault.
Have you tried Validating a Quicken Copy of your data?
File > File Operations > Copy Open the copied file File > File Operations > Validate
If that does not correct the problem, you could try a super-Validate (still in the Copy): File > File Operations > hold down CTRL+SHIFT while clicking Validate and Repair
If that does not correct the problem, you could try Deactivating the account (Edit Account Details > Online Services tab - still in the Copy), then using the Add Account dialog (rather than the Reactivate dialog) to re-Activate the account for downloading. During the Add Account process Quicken will present the accounts it finds at the financial institution. When you are presented with the credit card account, choose "Link" in the dropdown and link the account to the existing Quicken credit card account ("Ignore" any other accounts, if presented by Quicken).
If none of that helps, try reverting to your most recent backup prior to the occurrence of the problem. [And then be on the lookout for that elusive popup that previously appeared when you started Quicken. Write down exactly what it says (also see if you can capture it with the Windows Snipping Tool).]
If you still have the problem, I suggest contacting Quicken Support:
Bernie, if you DO decide to have to delete a slew of already downloaded/reconciled transactions, look at this method of bypass hundreds (in your case of 120 transactions) of individual deletes and confirms. I did this once about 6 months ago for a account and the process works. Very simple.
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