Penfed Credit Card

Posted by Jeff M on June 13, 2009, 1:36 pm

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I am attempting to connect via one step update to my Pentagon Federal
Credit Union credit card.

Webconnect from the Penfed website works by downloading a qfx file.

However, if I try to do a direct connect by going to one step update,
Pentagon Federal Credit Union shows up as "available for one step
update". When I select "activate for one step update," it goes
through a connection to Penfed and asks for password, etc. It then
shows two accounts, my savings and my credit card. I match those to
the existing accounts in Quicken.

However, when I later update using one step update, only thing that
will update is the savings account and not the credit card.

Am I doing something wrong in setting this up or do others have
similar problems with Penfed?

Thanks.

Jeff

Posted by John Pollard on June 13, 2009, 2:54 pm

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Jeff M wrote:

> I am attempting to connect via one step update to my Pentagon Federal

> Credit Union credit card.

> Webconnect from the Penfed website works by downloading a qfx file.

> However, if I try to do a direct connect by going to one step update,

> Pentagon Federal Credit Union shows up as "available for one step

> update". When I select "activate for one step update," it goes

> through a connection to Penfed and asks for password, etc. It then

> shows two accounts, my savings and my credit card. I match those to

> the existing accounts in Quicken.

> However, when I later update using one step update, only thing that

> will update is the savings account and not the credit card.

> Am I doing something wrong in setting this up or do others have

> similar problems with Penfed?

Does the One Step Update summary indicate any problems with the Penfed
download?

Does the Change Online Services button on the Overview tab of the credit
card account indicate that the account is "connected via Express Web
Connect"?

Do you have transactions in the actual credit card account that are more
than 24 hours old, that have not already been downloaded?

Express Web Connect only refreshes data (gets new data) once every 24
hours.

[Some credit card issuers only offer transactions that have appeared on
statements. Though I realize you would already know that ... sometimes we
can forget, so I think it's better to suggest the obvious, rather than
assume.]

--

John Pollard

Posted by Jeff M on June 13, 2009, 3:10 pm

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> Jeff M wrote:

> > I am attempting to connect via one step update to my Pentagon Federal

> > Credit Union credit card.

> > Webconnect from the Penfed website works by downloading a qfx file.

> > However, if I try to do a direct connect by going to one step update,

> > Pentagon Federal Credit Union shows up as "available for one step

> > update". =A0When I select "activate for one step update," it goes

> > through a connection to Penfed and asks for password, etc. =A0It then

> > shows two accounts, my savings and my credit card. =A0I match those to

> > the existing accounts in Quicken.

> > However, when I later update using one step update, only thing that

> > will update is the savings account and not the credit card.

> > Am I doing something wrong in setting this up or do others have

> > similar problems with Penfed?

John:

Thanks for your reply. Here are answers to your questions:

"Does the One Step Update summary indicate any problems with the
Penfed
download?"

No. It states that two accounts were downloaded (savings and credit
card). Although I do notice that the one step update summary that
displays after the update lists all of the various accounts that were
updated and all of them are shown in blue while the Penfed listing is
black.

"Does the Change Online Services button on the Overview tab of the
credit card account indicate that the account is "connected via
Express Web Connect"?

Yes. Is this the problem? Does this indicate that only web connect
is available?

"Do you have transactions in the actual credit card account that are
more than 24 hours old, that have not already been downloaded?"

Yes. Confirmed on their website for download.

Thanks again for taking the time to answer my questions and for any
help you can provide.

Regards,
Jeff

Posted by John Pollard on June 13, 2009, 9:30 pm

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Jeff M wrote:

>> Jeff M wrote:

>>> I am attempting to connect via one step update to my Pentagon

>>> Federal Credit Union credit card.

>>> Webconnect from the Penfed website works by downloading a qfx file.

>>> However, if I try to do a direct connect by going to one step

>>> update, Pentagon Federal Credit Union shows up as "available for

>>> one step update". When I select "activate for one step update," it

>>> goes through a connection to Penfed and asks for password, etc. It

>>> then shows two accounts, my savings and my credit card. I match

>>> those to the existing accounts in Quicken.

>>> However, when I later update using one step update, only thing that

>>> will update is the savings account and not the credit card.

>>> Am I doing something wrong in setting this up or do others have

>>> similar problems with Penfed?

> John:

> Thanks for your reply. Here are answers to your questions:

> "Does the One Step Update summary indicate any problems with the

> Penfed download?"

> No. It states that two accounts were downloaded (savings and credit

> card). Although I do notice that the one step update summary that

> displays after the update lists all of the various accounts that were

> updated and all of them are shown in blue while the Penfed listing is

> black.

I think the text being in black indicates that the account download was
done via Express Web Connect (as opposed to Direct Connect).

> "Does the Change Online Services button on the Overview tab of the

> credit card account indicate that the account is "connected via

> Express Web Connect"?

> Yes. Is this the problem? Does this indicate that only web connect

> is available?

No. To the best of my knowledge, it indicates that Quicken believes that
the account can be successfully downloaded via Express Web Connect.

> "Do you have transactions in the actual credit card account that are

> more than 24 hours old, that have not already been downloaded?"

> Yes. Confirmed on their website for download.

I'm sorry, but after reading your answers, I don't think I have any
insights into your problem.

I would call your financial institution ... but I wouldn't expect any
meaningful results. At least ask them to give you contact with a Quicken
knowlegeable person.

--

John Pollard