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Can't refresh USAA accounts
Aug 25, 2008 10:32 am

[PokerDude]
PokerDude

Total posts: 40
Voted helpful: 9
Quicken Deluxe
Windows Vista
This post is about: Quicken Online
Any idea what is wrong with QoL for not refreshing or allowing manual refreshing of USAA accounts?
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[Aquati]

Total posts: 7
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Can't refresh USAA accounts
Aug 29, 2008 08:50 am 
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This post is about: Quicken Online
I noticed that I couldn't refresh my account while I was logged into WellsFargo.com, but when I logged out of WellsFargo.com, I could refresh that account at Quicken.com. Perhaps it was just a coincidence, but I'm hoping not!

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[jmcdeezy]

Total posts: 2
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Can't refresh USAA accounts
Sep 13, 2008 10:08 am 
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This post is about: Quicken Online
Hi guys, this is kind of worrisome. I thought I was the only one, but I guess not. I just signed up for the trial of Q online, and I love the simple interface but I too use USAA and I have yet to be able to download any transactions. Funny part is I successfully downloaded all my accounts themselves, but that's as far as I got. I sent in an error report, but it was listed as a "general error", so I'm not holding my breath on that one. Hmm, this whole accounting software hunt is starting to become frustrating. Alternative to MS Money and Quicken??? One can only hope.

Replies to this message
  • cgbosntom (Sep 14, 2008 9:23 am)
  • higginsm7 (Sep 15, 2008 2:48 pm)



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    [cgbosntom]

    Total posts: 5
    Voted helpful: 2
    Number of years using Quicken: 10+ years
    Quicken Mac 2007
    Other Platform
    This is a new post #6
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    Can't refresh USAA accounts
    Sep 14, 2008 08:23 am 
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    This post is about: Quicken Online
    I just signed up today and was able to download my transactions from USAA. I have two accounts with them (Credit Card and Asset Management), but for some reason the payee information is not making it into QOL for the Asset Management account. Everything looks good on the credit card account.

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    [higginsm7]
    Colorado
    Total posts: 5
    This is a new post #7
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    Can't refresh USAA accounts
    Sep 15, 2008 01:48 pm 
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    This post is about: Quicken Online
    Try Moneydance. Works on any platform, and just plain works.

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  • bopseygal51 (Sep 17, 2009 10:34 am)



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    [frankhens2]
    Washington
    Total posts: 2
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    Can't refresh USAA accounts
    Oct 14, 2008 02:33 pm 
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    This post is about: Quicken Online
    My investment accounts at USAA can't be refreshed or even entered.

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    [jjschmitt]
    North Carolina
    Total posts: 1
    This is a new post #9
    of 11
    Can't refresh USAA accounts
    Jun 10, 2009 02:15 pm 
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    This post is about: Quicken Online
    I can't even get it to link with my USAA accounts for the first time. I've gone through the support process, but they haven't been able to give me any way to make it work.

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    [jasonwartell]
    Virginia
    Total posts: 1
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    Can't refresh USAA accounts
    Sep 14, 2009 01:11 pm 
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    This post is about: Quicken Online
    If you go on USAA and search, they state that they tried to work with Intuit, but could not reach a cost effective solution to download Brokerage accounts into QOL.

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    [bopseygal51]
    Florida
    Total posts: 1
    Number of years using Quicken: 10+ years
    Quicken Mac 2007
    Other Platform
    This is a new post #11
    of 11
    Can't refresh USAA accounts
    Sep 17, 2009 09:34 am 
    Reply to this message  
    This post is about: Quicken Online
    What is Moneydance? Any info appreciated.

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