Re: Fixing an OL-294-A
John Pollard <[email protected]>
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Message-ID | <[email protected]> |
On Sunday, March 5, 2023 at 10:26:40 AM UTC-6, John Pollard wrote: > You only posted the first of the steps necessary to "refresh your online account information". > Here are all the steps: > "From your account register, > select the Actions gear icon at the very top of your register (Ctrl + Shift + N). > SELECT UPDATE NOW [emphasis added]. > Follow the on-screen instructions to complete the update." > > You should not expect to see the word "refresh" during that process: > it is completing that process which "refreshes" your account. By the way, it is the "Update Now" which specifically does the "refresh"; you can make the process a bit simpler by adding "Update Now" to your account Action Bar. [Click the account Actions gear wheel icon and select "Customize Action Bar".] I have "Update Now" on the Action Bar for all my online-enabled accounts. [I often use Update Now for downloading transactions for a single financial institution ... even when there is no download error to recover from.]