Re: One Step Update not… Updating

John Pollard <[email protected]> wrote:
> On Friday, November 10, 2023 at 3:27:54 PM UTC-6, z wrote:
> 
>> Next day, entered info, saved work & performed OSU 
>> and …. would not complete. 
> 
>> Financial Institutions updated but Online Services would not. 
> 
> I think it would help if you would supply some more detail.
> 
> First of all: what do you mean when you say, 
> 
> "Financial Institutions updated but Online Services would not"? 
> 
> Please provide details; including which, if any, financial institutions 
> successfully downloaded transactions.
> And which "Connection Method" appeared to succeed and
> which did not.
> [The possible "Connection Methods" for One Step Updates are:
> Direct Connect (DC)
> Express Web Connect (EWC)
> Express Web Connect+ (EWC+)
> [See the Online Services tab of the Edit Account Details dialog 
> for each account.]
> 
>> Program eventually freezes & 
>> I have to close by using Task Manager. 
> 
> Does anything appear to be happening during that "eventually"?
> Is the Quicken "One Step Update Progress" window open?
> Does it appear that any activity is taking place?
> Do ANY financial institutions indicate that their update is "complete".
> 
> Did you try using "Update Now" for individual financial institutions, 
> after their One Step Update failed?  If so, which ones, and what happened?
> 
> When available, did you try using Web Connect 
> to download to accounts that failed to download in 
> One Step Update?
> [Web Connect requires the user to logon to the financial institution 
> web site and initiate a QFX download. It's not available for all 
> financial institutions.]
> 
> Please provide the names of the financial institutions that 
> successfully complete the download, 
> those that begin downloading, but do not complete, 
> and any that never appear in the OSU Progress window. 
> Include the Connection Method for each.

John ~
 
The OSU Progress window that opens shows two categories.
 
“Financial Institutions” which, in my case, shows two accounts - both
Vanguard.  These successfully update using the Direct Connect method.
 
The second category is “Online Services”.  There are four functions, for
lack of a better word.  First is “Updating your data” which chugs along for
a bit & then stalls on “(up arrow) Transactions”.
 
Next is “Quotes & Investment information” which never changes from
“waiting”.
 
Third comes “Investing Quicken.com” which completes its task.
 
Finally comes “Currency Exchange Rates” which never changes from “waiting”.
 
After a few minutes I’ll get a screen asking me to close the program or
wait.  (The OSU window stays open) One night I let it try all night to no
avail.  So.... Control/Alt/Delete End Task
 
For the Online Services Category tasks, I am not aware of a Connection
Method unless I am looking in the wrong places.
 
Rich