Automated Quicken Bank Feed Sync Checks
Every morning, WebRun opens Quicken, reads the last download date and balance for every connected account, works out which institutions have sent nothing for days, posts the stalled list to Slack, and texts you when a main account is the one that went quiet.
How do I know if a bank feed stopped downloading transactions?
WebRun opens Quicken every morning and reads the last download date for every connected account. It flags the institutions that have sent no transactions for days, posts the stalled list to Slack with the length of each silence, and texts you through Twilio when a main account goes quiet.
- A broken feed is caught in a day instead of at month end
- Every connected account carries a last download date you can see
- Main accounts trigger a text the morning they go quiet
Built for bookkeepers · small business owners · family offices · accountants
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.quicken.comin a real browser with your saved login - no setup, no API keys. -
1
Quicken - check every account's last download
quicken.com
WebRun opens Quicken to check every account's last download. - Open Quicken and list every connected account with its financial institution
- Read the date each account last downloaded transactions and its current balance
- Mark any account with no new transactions for longer than your tolerance, and note any connection error shown
Done when Every connected account has a last download date and a status.
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2
Slack - post the stalled connections
slack.com
WebRun opens Slack to post the stalled connections. - Post the stalled accounts with the institution, the last download date, and days since
- Put the longest silence first so the oldest break gets fixed first
- Say plainly when every connection is current so a quiet morning still gets a green line
Done when The bookkeeping channel has today's feed health in Slack.
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3
Twilio - text you when a main account goes quiet
twilio.com
WebRun opens Twilio to text you when a main account goes quiet. - Draft a short text when an account you marked as main has stopped downloading
- Name the institution and how many days it has been silent
- Leave the text queued for you to release. WebRun never messages your bank or a third party
Done when A text is waiting whenever a main account stops feeding in.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it reconnect an account or enter my bank login?
No. WebRun only reads the connection status and the last download date in Quicken. Re-authorising a bank feed is left entirely to you, and no banking credentials are ever typed.
Does it move money or change any transaction?
No. This run is read only inside Quicken. It records what arrived and what did not, then reports it. Categorising, editing, and reconciling stay your work.
What counts as stalled?
Any account with no new downloaded transactions for longer than the number of days you set. Accounts that genuinely have no activity, like a dormant savings account, can be given a longer tolerance.
Related templates
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