Update won't work from Bank to Quicken

I have everything all set up with quicken and my bank. I can export info from my bank to quicken. But when I go to Quicken and click on Update, it goes through its connections and then says no transactions to review. I looked today and noticed the last one was on 4/8. I knew there were transactions. I went to my bank and exported from there and there were 6 transactions. Why wouldn't the Update part of Quicken 2005 work? Thanks.

Reply to
PattiChati
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I was forced to update to Quicken 2005 (Deluxe) from 2001 and now have the same problem-when I download credit card transactions from Chase, though I can see them on the Chase website, they do not show up in Quicken. Chase denies it is their issue and refers me to Quicken. I think Chase is correct, as the problem started with the upgrade to the forced upgrade tp Quicken

2005.

Any ideas?

Larus

Reply to
Larus

I too have the same problem. Recently bought 2005 XG Canadian version and am still trying to figure out how to download the transactions through the quick way...

so far it keeps telling me there are no transactions, however if i go onto the actual site and look, there are transactions..

What am i doing wrong? Banks involved are Scotiabank and CIBC, both of which are listed and supporting banks.

Reply to
Jimmi H

I've had this problem a few times in the past... always after the institution made changes to their site. They always deny responsibility but I know I didn't change anything. It worked one day but not the next. The bank tries to get me to call Quicken. Quicken denies responsibility. You end up in an endless loop of "he done it".

Here's the solution that has worked for me each time: fire up Quicken and go to the account registry that isn't working anymore, then select the overview tab. Click on the "edit" button, then select the "online services". Deactivate the online features. It may warn you that you have to contact the bank but you can ignore that.

Now, I don't know for a fact that the next step is necessary but I did it and it worked just fine: exit from the program. You don't have to back up. Then restart Quicken, go back to the overview of the affected account and select the online services tab again. Reactivate the online services. It'll ask you for your ID and PIN. Use the same ones you use to log onto their account when you're using your browser. Then tell it to update.

This time it should work. Let us know what happens, will you?

Reply to
Mortimer Schnerd, RN

Thank you so much Mortimer! I just came to this newsgroup looking for information about this, b/c my downloads simply stopped working about a week ago after having worked for about 2 years now. I was getting an error message that my FI was trying to download information for an account that didn't exist. Since there has been recent merger activity at my FI (Fleet, absorbed by BoA), I bet something changed on their end. Your instructions above worked perfectly.

Thank you again.

Donna

Reply to
Donna

What version of Quicken are you using? I have Fleet online which has become BofA too. I have only been able to go to the download page, select the version of Quicken (in my case 2004) and then save the file to my hard drive. When I have said Run nothing happened. Then in Quicken select Import and either select qif or webconnect depending on which version of Quicken you are using.

I have not been able to figure out how to get Q04 to "run" the webconnect file to avoid the import step. But it is working.

One thing to check is the routing number on your account. Mine mysteriously has a different routing number than what is on my old fleet checks. You may have to call the bank to find out the correct BofA routing number for your account. That might explain the error message you are getting.

Reply to
Laura

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