Transactions Stopped Downloading - Wells Fargo and Discover (edited)

Thomas56
Thomas56 Member

I haven't been able to see any transactions having been downloaded in 6 days. No Transactions at all. Anyone know what might have happened. I can run a Report but there aren't any Transactions from the last date of a download.

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Thomas56, thanks for posting to the Community with this issue!

    To clarify, are transactions not downloading from a specific bank? Or are you not seeing new transactions for any of your banks/accounts? Are the transactions still pending on the bank's website(s)? And what are the names of the impacted banks?

    Let us know!

    -Coach Natalie

  • Thomas56
    Thomas56 Member

    No transactions have downloaded since Feb 10. Most of my transactions are from Wells Fargo for checking and Discover credit card. All transactions have cleared the banks.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Thomas56, thanks for the reply!

    I would recommend following these steps to make the accounts manual and re-link them for each bank experiencing the issue, as well as gain a new access token for any OAuth banks, such as Wells Fargo and Discover:

    1. Navigate to the bank's website, sign in, and remove Quicken's access from the bank's third-party linked apps.
    2. Navigate back to Quicken Simplifi and make all of the accounts with this bank manual by following the steps here
    3. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    4. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here

    If the issue persists after doing so, you'll want to create a separate post for each bank/issue so the proper troubleshooting can ensue and the issues don't become jumbled in a single thread. Our FAQ here goes over how to post to the Community:

    Fingers crossed the steps work for you!

    -Coach Natalie

  • Thomas56
    Thomas56 Member

    Thank you for working with me on this. I have to add that two transactions have shown up from Wells Fargo. One a deposit and another a debit card transaction and those are the only two transactions at WF since this issue started. And nothing has shown up from Discover. Should I still follow those steps you outlined for Discover?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Thomas56, that's great to hear that Wells Fargo is working for you now!

    Yes, you will want to follow the same steps with Discover. Discover is currently undergoing a migration, so it's especially important to establish a new connection with them.

    Let us know how things go!

    -Coach Natalie