One step update does not work

QUICKEN 2012

Started to use Quicken 2011 and found one step update would not work. Decided OK fine I'll get 2012. Bought it yesterday, still not working. I search here and find the best answer to be don't bother just do them one at a time...which works...but completely defeats the purpose.

If I click one step update the software SAYS it updated successfully but it does not. If I do it one account at a time it works fine. Clearly the problem is not my bank or my account settings or whatever... unless of course there is some setting which says act like your working but don't, lol.

Exact scenario...

1. Updating accounts individually works
2. When I click one step update, it goes through the motions: says it connects, shows the communications window, disconnects and with much happiness says it did its job
3. It updates nothing

Any ideas?

Thanks

Answer

Go to Tools > Account List (or Ctrl + A) to see how these accounts are connected (Direct or Express Web Connect).

PNC has 3 different selections during Add Account:
* PNC-Direct Connect
* PNC-Web Connect (which supports the Express Web Connect)
* PNC Card Services Online (no applicable to checking/savings accounts)

Knowing how the PNC account(s) connect can help determine why you're not getting the data you expect.

As for Navy FCU, they're EWC only and I find no blocking or throttling of aggregation, so the next step for that FI is to try the Account Actions > Update Now from the top of the register for a Navy FCU account to see if you get the data you expect.

Flagstar Bank has only 1 selection during Add Account, but supports all 3 connection methods for update - again, knowing how the account(s) connect can help determine why you're not getting what you expect.

FINALLY, there is a Preference in 2012 that allows you to Automatically Accept directly into your register when you update accounts; this Pref is ON by default in a new file.

It's not clear from your original post if you're not seeing any new data in your register, or if you're seeing a blue dot or a red flag to the left of the account name on the Account Bar, or if the One Step Update Summary says "x New Transactions Downloaded" (where x represents the actual number) but you're not finding them in your file.
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Quicken Tamara , Quicken Beta Manager
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