Trying to "reset" the online setup using Quicken's instructions provided by the error handling pop-ups caused Quicken to freeze until I killed it with Task Manager. With yet a fourth institution, it stopped downloading my credit card transactions and instead had an error message. This has happened involving both a brokerage account and a bank with savings and checking accounts. Also having to hunt down and execute a workaround is unacceptable.
There is a workaround for this - you can reset the "starting date" for the account if this persists however if you don't notice this problem in time you may have to manually track down and update the transactions. Make sure you back up your file before changing your online downloads!Ī second pattern is that Quicken's online download will miss transactions for no reason. Unfortunately I found out about the deletion after making a bunch of manual entries to update another account. The system renamed one of my Everbank accounts and deleted another. In the most major bug, I set up my Everbank accounts for automated transaction download (previously only one of them was on the manual web-connect download). On that score a session with Quicken chat left me worse off than I was before Chat. It does download transactions (or at least it did) but it could not accurately handle linked accounts.
BTW, Quicken 2013 is a terrible program also. I agree, there should be a class action suit though I can't see how money can compensate the time I have spent and will spend again when/if I decide to revert to Quicken 2013. So now, in preparing taxes, I just spent two hours manually entering data that I had specified should be moved by clicking "specify lots." It is tax time and not the time to spend endless hours on a non-working program. I also discovered that Quicken 2013 did not transfer cost bases when I moved securities from one account to another. Chat refused to let me speak to a supervisor. Chat even wanted to suggest a work-around.
Supposedly I have a telephone appointment next Tuesday (one full week after my useless Chat). Then this morning, I decided to try again with Quicken 2015 but not use the updating feature.
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