I called Quicken support and after 2 1/2 hours on the phone we came to the conclusion that SECU has competing ways they want the downloads. Most of the accounts except the loan account need to be downloaded by WebExpress. But any loan account, mortgage HELOC etc needs to be direct connect to show properly in quicken.

I have now determined that, in addition to the update failure with NC SECU, there is a silent failure to update my Schwab account balances. Several transactions over the past several days have not been downloaded, but there is no indication of communication failure with Schwab. Prices for existing stocks and funds are being updated.

Update from SECU below. If you log into the SECU website you can choose the subject Quicken in their message center. I sent them a secure message with Quicken as the subject and asked about our problem. Below is the response from SECU. Dear Member, Thank you for your message. We are aware of an issue with Quicken at the moment.

I have been receiving this error when trying to update from the NC State Employees Credit Union. Is anyone else getting this?

The problem, at least in Quicken Premier which I use, is that there are only 2 Tax Line Items for SS income, for "self" and "spouse".

Stangely, there is no built-in category for Social Security income. But you can create one. It can either be a stand-alone category or a sub-category of the existing Personal Income category.

Work your way into the "How often" selection from left to right, selecting Monthly, every 1 month, then scroll the "on the" selection list until you find 1st, 2nd, 3rd, 4th, then select "Wednesday" in the last selection list.

I just started using Quicken and I only got the last 90 days of transactions. How do I get the older transactions downloaded and into my account?

@Gster67 Depending how many credit transactions you have per month, if you've downloaded April-July and you can't get older transactions to download, you could also manually enter your transactions from Jan-March in order to complete the year.

When a download is initiated from Q, 90 days of data is the usual limit, which is imposed by the bank. Go to the website and see if you can initiate a longer download from there.