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Informal Survey of Connectivity Results with Financial Institutions (FIs)/Banks in Canada using Quic

smayer97smayer97 SuperUser ✭✭✭✭✭

Because the information is so inconsistent concerning how well Quicken for Mac works with accessing, communicating online and downloading data from FIs/banks in Canada, this is a survey to identify the level of success (or failure) Canadian users are having. 

Please copy and paste this template in your reply, supplying the following info: 

  • Quicken Version: QM2016, QM2015, QM2007
  • Internal version (from About Quicken menu item):  e.g. 3.1, 2.8.5, 16.2.3
  • FI/Bank Name: CIBC, RBC, etc.
  • Account Type: Credit Card, Bank Account, Investment account
  • Connection type: QFX download (aka Web Connect), Quicken Connect, Direct Connect
  • Province: (not sure this matters but want to see if there is any pattern)
  • Last Date Attempted: 
  • Successful? Yes, No
  • If No, what issues encountered: Error messages, etc.

Please stay on topic and keep other comments to a minimum, to keep this thread on target.

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(
Canadian Q user since '92, STILL using QM2007)

Comments

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    The following is a list of some other related posts on QLC about issues connecting with FIs/Banks in Canada with Quicken for Mac:

    http://getsatisfaction.com/quickencommunity/topics/review-of-quicken-for-mac-2016-canada - Review of Quicken for MAC 2016 - CANADA QM2016
    http://getsatisfaction.com/quickencommunity/topics/quicken-2007-v-16-2-3-is-getting-an-ol-221-error-from-td-canada-trust-accounts - Quicken 2007, v 16.2.3 is getting an OL-221 error from TD Canada Trust accounts QM2007 QM2016
    http://getsatisfaction.com/quickencommunity/topics/account-transaction-scraping-need-to-be-supported -- Have not been able to download from RBC Royal Bank QM2016
    http://getsatisfaction.com/quickencommunity/topics/will-quicken2016-for-mac-work-with-canadian-banks-and-credit-cards - will Quicken2016 for Mac work with Canadian banks and credit cards? QM2016
    http://getsatisfaction.com/quickencommunity/topics/not-connecting-with-financial-institution-quicken-for-mac-2015 - not connecting with financial institution, quicken for mac QM2015
    http://getsatisfaction.com/quickencommunity/topics/why-do-i-get-this-when-i-download-from-cibc-or-tangerine-cc-885 QM2016
    http://getsatisfaction.com/quickencommunity/topics/why-do-i-get-this-fi-is-inactive-we-cannot-connect-with-supported-institution-quicken-2016-mac-v3-0-3 -- CIBC, PC, QM2016
    http://getsatisfaction.com/quickencommunity/topics/has-anyone-in-canada-had-any-luck-using-quicken-2016-for-mac-when-downloading-transactions-from-a-canadian-bank-just QM2016
    http://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-rnst64s6hbwax - quicken for mac - Does QM2016 support Canadian financial institutions?
    http://getsatisfaction.com/quickencommunity/topics/how-do-i-sign-in-from-canada - how do I sign in from Canada QM2016
    http://getsatisfaction.com/quickencommunity/topics/in-mac2007-my-toolbar-vanishes-most-times-if-i-quit-and-relaunch-quicken-it-reappears-sometime-it-doesnt-is-there -- TD QM2007
    http://getsatisfaction.com/quickencommunity/topics/is-2016-for-mac-compatible-with-canadian-banks -- Desjardins, TD, National bank, CapitalOne, Tangerine, scotia, BMO QM2016 QM2015
    http://getsatisfaction.com/quickencommunity/topics/quicken-is-downloading-tangerine-bank-canada-accounts-as-usd-can-manually-switch-currency-but-reverts-after-every-transaction-download QM2016
    http://getsatisfaction.com/quickencommunity/topics/does-2016-work-for-canadian-banks-do-currency-exchange-import-data-from-money-dance QM2016
    http://getsatisfaction.com/quickencommunity/topics/quicken-2016-does-not-allow-the-importing-of-qfx-files-from-canadian-banks-saying-instead-that-is-download-unavailable-this -- CIBC, RBC QM2016
    http://getsatisfaction.com/quickencommunity/topics/quicken-mac-for-canada - Quicken Mac for Canada (CIBC, RBC, Direct Connect?) QM2015
    http://getsatisfaction.com/quickencommunity/topics/cant-download-from-presidents-choice-financial-after-recent-updates-on-quicken-mac-2015-get-error-cc885 -- Also CIBC and RBC QM2015
    http://getsatisfaction.com/quickencommunity/topics/help-quicken-is-unable-to-update-this-account-because-web-connect-support-for-your-financial-inst-has-been-either-temporarily -- Also PC, RBC, ETrade QM2015
    http://getsatisfaction.com/quickencommunity/topics/getting-cc-885-error-with-presidents-choice-financial-since-updating-to-2-6-1-and-it-seems-that-there-is -- also CIBC and RBC QM2015
    http://getsatisfaction.com/quickencommunity/topics/does-quichen-for-mac-us-version-works-with-royal-bank-of-canada-to-do-the-online-uploads - Does Quichen for mac (us version) works with Royal Bank of Canada to do the online uploads ? RBC, QM2015
    http://getsatisfaction.com/quickencommunity/topics/the-financial-institution-rbc-royal-bank-has-chosen-to-no-longer-support-online-banking-for-quicken-for-mac-since-updating QM2015


    http://getsatisfaction.com/quickencommunity/topics/official-faq-will-quicken-mac-work-outside-of-the-u-s - Official FAQ: Will Quicken Mac work outside of the U.S.?
    (Private discussion for SUs, etc -> http://getsatisfaction.com/quickencommunity/topics/update-to-quicken-mac-policy-downloading-from-canadian-banks - Update to Quicken Mac policy: downloading from Canadian banks)
    (Another private discussion for SUs, etc -> http://getsatisfaction.com/quickencommunity/topics/connection-problem-with-rbc-canada - Connection Problem with RBC Canada)
    (Another private discussion for SUs, etc -> http://getsatisfaction.com/quickencommunity/topics/maintenance-of-bank-list-and-connection-methods - Maintenance of Bank list and Connection methods)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018

    First result from this post: http://getsatisfaction.com/quickencommunity/topics/review-of-quicken-for-mac-2016-canada - Review of Quicken for MAC 2016 - CANADA
    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  n/a
    • FI/Bank Name: CIBC, Scotiabank 
    • Account Type: n/a
    • Connection type: QFX download (aka Web Connect)
    • Province: n/a
    • Last Date Attempted: ≤ Mar 12, 2016
    • Successful? No
    • If No, what issues encountered: 
    Error: Unable to read the selected Web Connect file.  Please contact your financial institution.


    Header record from the qfx file:


    OFXHEADER:100


    DATA:OFXSGML


    VERSION:102


    SECURITY:NONE


    ENCODING:USASCII


    CHARSET:1252


    COMPRESSION:NONE


    OLDFILEUID:NONE


    NEWFILEUID:NONE
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • Quicken Generic UserQuicken Generic User Member ✭✭✭✭
    edited August 2018
    Quicken Version: QM2016
    Internal version 3.2
    FI/Bank Name: Tangerine
    Account Type: Bank Accounts
    Connection type: Quicken Connect
    Province: QC
    Last Date Attempted: March 20th
    Successful? Yes and No
    If No, what issues encountered: Does connect correctly, does download correctly but CHANGES the account from CAD to USD, this is with quicken connect, of course USD accounts at Tangerine work OK as it remain in USD

    Web connect from: TD Canada Trust, National Bank of Canada, Desjardins, all work correctly with Web Connect, also CIBC Credit card did work until I closed my Credit Card account

    TD Canada Trust Credit cards, Visa Desjardins Credit Cards, Capital One Credit cards work OK with Web connect


    So only Tangerine works with Quicken Connect , except the problem that it changes my CAD accounts to USD accounts
    all other Banks, accounts or Credit cards do not work with Direct Connect or Qucken Connect

    If this may help
  • RedrivermanRedriverman Member ✭✭
    edited August 2018
    I still rely solely on QM2007 because it provides the investment analysis features I require. I maintain QM2016 for evaluation purposes only. My QM2016 install remains at v3.1 (to date, no update available). I input investment transactions manually. Both versions perform WC downloads as expected.

    • Quicken Version:  QM2007
    • Internal version: 16.2.3
    • FI/Bank Name:  RBC
    • Account Type:  Savings, Chequeing, Credit Card, Credit Line
    • Connection type:  QFX download (aka Web Connect)
    • Province:  Manitoba
    • Last Date Attempted: 19 March 2016
    • Successful?  Yes

    • Quicken Version:  QM2016
    • Internal version: 3.1
    • FI/Bank Name:  RBC
    • Account Type:  Savings, Chequeing, Credit Card, Credit Line
    • Connection type:  QFX download (aka Web Connect)
    • Province:  Manitoba
    • Last Date Attempted: 20 March 2016
    • Successful?  Yes
  • lwebslwebs Member ✭✭
    edited August 2018

    I have been successfully downloading from both the Royal Bank of Canada and their RBC Bank US side through all the Quicken for Mac versions listed below. Currently using
    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  Version 3.2.0 (Build 32.11395.100)
    • FI/Bank Name: RBC USA and RBC Royal Bank of of Canada
    • Account Type: Credit Cards (Visa and MasterCard), Bank Accounts (both Savings and Checking/Chequing, but not Investment accounts
    • Connection type: Quicken Connect
    • Province: British Columbia
    • Last Date Attempted:  Today (March 20, 2016) a few seconds ago
    • Successful? Yes
    FYI, given Quicken's lack of support for multiple currency and downloading investments, I am currently doing a trial of Bankactivity 5. It supports all of the above downloads including investments. It also supports direct download from other institutions I use that Quicken does not do direct downloads. And Banktivity converts between Canadian and US dollars at a single click. 


    What are the plans for Quicken to catch up in these important areas?


    I would like to stay with Quicken, but will continue my process of converting to Banktivity if Quicken does not soon catch up.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    lwebs said:


    I have been successfully downloading from both the Royal Bank of Canada and their RBC Bank US side through all the Quicken for Mac versions listed below. Currently using


    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  Version 3.2.0 (Build 32.11395.100)
    • FI/Bank Name: RBC USA and RBC Royal Bank of of Canada
    • Account Type: Credit Cards (Visa and MasterCard), Bank Accounts (both Savings and Checking/Chequing, but not Investment accounts
    • Connection type: Quicken Connect
    • Province: British Columbia
    • Last Date Attempted:  Today (March 20, 2016) a few seconds ago
    • Successful? Yes
    FYI, given Quicken's lack of support for multiple currency and downloading investments, I am currently doing a trial of Bankactivity 5. It supports all of the above downloads including investments. It also supports direct download from other institutions I use that Quicken does not do direct downloads. And Banktivity converts between Canadian and US dollars at a single click. 


    What are the plans for Quicken to catch up in these important areas?


    I would like to stay with Quicken, but will continue my process of converting to Banktivity if Quicken does not soon catch up.
    Not to divert from the purpose of this survey but regarding multi-currency support, I suggest you add your vote for this feature to help guide the priorities by the developers. As per the directions of intuit Admin, you can submit your request for bugs/features for Quicken 2016 for Mac by entering into the field "Something not listed? Tell us:" here: http://www.quicken.com/mac/feedback
    This is the surest way for them to see your request. The field may appear small but you can type in quite a bit. If you want to provide more details than can fit in the field, I suggest you add them here, then submit the link to this thread in your feedback.
    Take the time to also vote on any of the listed features that Intuit is considering.
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016

    Quicken Version: QM2016
    Internal version 3.2
    FI/Bank Name: Tangerine
    Account Type: Bank Accounts
    Connection type: Quicken Connect
    Province: QC
    Last Date Attempted: March 20th
    Successful? Yes and No
    If No, what issues encountered: Does connect correctly, does download correctly but CHANGES the account from CAD to USD, this is with quicken connect, of course USD accounts at Tangerine work OK as it remain in USD

    Web connect from: TD Canada Trust, National Bank of Canada, Desjardins, all work correctly with Web Connect, also CIBC Credit card did work until I closed my Credit Card account

    TD Canada Trust Credit cards, Visa Desjardins Credit Cards, Capital One Credit cards work OK with Web connect


    So only Tangerine works with Quicken Connect , except the problem that it changes my CAD accounts to USD accounts
    all other Banks, accounts or Credit cards do not work with Direct Connect or Qucken Connect

    If this may help

    [mention://3184042 @gillesbb99] Re: Tangerine & Quicken Connect, have you tried Web Connect? Do you get the same results of the currency being changed from CAD to USD?
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016

    I still rely solely on QM2007 because it provides the investment analysis features I require. I maintain QM2016 for evaluation purposes only. My QM2016 install remains at v3.1 (to date, no update available). I input investment transactions manually. Both versions perform WC downloads as expected.

    • Quicken Version:  QM2007
    • Internal version: 16.2.3
    • FI/Bank Name:  RBC
    • Account Type:  Savings, Chequeing, Credit Card, Credit Line
    • Connection type:  QFX download (aka Web Connect)
    • Province:  Manitoba
    • Last Date Attempted: 19 March 2016
    • Successful?  Yes

    • Quicken Version:  QM2016
    • Internal version: 3.1
    • FI/Bank Name:  RBC
    • Account Type:  Savings, Chequeing, Credit Card, Credit Line
    • Connection type:  QFX download (aka Web Connect)
    • Province:  Manitoba
    • Last Date Attempted: 20 March 2016
    • Successful?  Yes

    BTW, what version of Mac OS X are you using to run QM2007? Have you tried running it on Mac OS X < 10.9 recently?
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • Quicken Generic UserQuicken Generic User Member ✭✭✭✭
    edited July 2016

    Quicken Version: QM2016
    Internal version 3.2
    FI/Bank Name: Tangerine
    Account Type: Bank Accounts
    Connection type: Quicken Connect
    Province: QC
    Last Date Attempted: March 20th
    Successful? Yes and No
    If No, what issues encountered: Does connect correctly, does download correctly but CHANGES the account from CAD to USD, this is with quicken connect, of course USD accounts at Tangerine work OK as it remain in USD

    Web connect from: TD Canada Trust, National Bank of Canada, Desjardins, all work correctly with Web Connect, also CIBC Credit card did work until I closed my Credit Card account

    TD Canada Trust Credit cards, Visa Desjardins Credit Cards, Capital One Credit cards work OK with Web connect


    So only Tangerine works with Quicken Connect , except the problem that it changes my CAD accounts to USD accounts
    all other Banks, accounts or Credit cards do not work with Direct Connect or Qucken Connect

    If this may help

    Tangerine Web connect does not work, it has been disabled  temporarely or permanently is the message I get from QM2016
  • Quicken Generic UserQuicken Generic User Member ✭✭✭✭
    edited July 2016

    Quicken Version: QM2016
    Internal version 3.2
    FI/Bank Name: Tangerine
    Account Type: Bank Accounts
    Connection type: Quicken Connect
    Province: QC
    Last Date Attempted: March 20th
    Successful? Yes and No
    If No, what issues encountered: Does connect correctly, does download correctly but CHANGES the account from CAD to USD, this is with quicken connect, of course USD accounts at Tangerine work OK as it remain in USD

    Web connect from: TD Canada Trust, National Bank of Canada, Desjardins, all work correctly with Web Connect, also CIBC Credit card did work until I closed my Credit Card account

    TD Canada Trust Credit cards, Visa Desjardins Credit Cards, Capital One Credit cards work OK with Web connect


    So only Tangerine works with Quicken Connect , except the problem that it changes my CAD accounts to USD accounts
    all other Banks, accounts or Credit cards do not work with Direct Connect or Qucken Connect

    If this may help

    Tangerine Web connect does not work, QM2016 gives me the msg that it has been temporarely or permanetly disabled !!!
  • edited July 2016

    Quicken Version: QM2016


    Internal version (from About Quicken menu item):  3.1.0


    FI/Bank Name: CIBC, Desjardins


    Account Type: Credit Card (CIBC) Bank Account (Desjardins)


    Connection type: QFX download (aka Web Connect)


    Province: QC


    Last Date Attempted: First week of March 2016


    Successful? Yes
  • RedrivermanRedriverman Member ✭✭
    edited October 2016

    I still rely solely on QM2007 because it provides the investment analysis features I require. I maintain QM2016 for evaluation purposes only. My QM2016 install remains at v3.1 (to date, no update available). I input investment transactions manually. Both versions perform WC downloads as expected.

    • Quicken Version:  QM2007
    • Internal version: 16.2.3
    • FI/Bank Name:  RBC
    • Account Type:  Savings, Chequeing, Credit Card, Credit Line
    • Connection type:  QFX download (aka Web Connect)
    • Province:  Manitoba
    • Last Date Attempted: 19 March 2016
    • Successful?  Yes

    • Quicken Version:  QM2016
    • Internal version: 3.1
    • FI/Bank Name:  RBC
    • Account Type:  Savings, Chequeing, Credit Card, Credit Line
    • Connection type:  QFX download (aka Web Connect)
    • Province:  Manitoba
    • Last Date Attempted: 20 March 2016
    • Successful?  Yes

    Yosemite (v10.10.5)
  • brianjgbrianjg Member
    edited July 2016

     
    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  Version 3.1.0 (Build 29.14518.100)
    • FI/Bank Name: RBC, PC Financial Mastercard, Capital One Costco MasterCard, American Express Canada
    • Account Type: First is a Bank Account, rest are credit cards 
    • Connection type: QFX download then open in QM
    • Province: Ontario
    • Last Date Attempted: March 18, 2016
    • Successful? Yes
  • jacobsjacobs SuperUser ✭✭✭✭✭
    edited December 2016

    I still rely solely on QM2007 because it provides the investment analysis features I require. I maintain QM2016 for evaluation purposes only. My QM2016 install remains at v3.1 (to date, no update available). I input investment transactions manually. Both versions perform WC downloads as expected.

    • Quicken Version:  QM2007
    • Internal version: 16.2.3
    • FI/Bank Name:  RBC
    • Account Type:  Savings, Chequeing, Credit Card, Credit Line
    • Connection type:  QFX download (aka Web Connect)
    • Province:  Manitoba
    • Last Date Attempted: 19 March 2016
    • Successful?  Yes

    • Quicken Version:  QM2016
    • Internal version: 3.1
    • FI/Bank Name:  RBC
    • Account Type:  Savings, Chequeing, Credit Card, Credit Line
    • Connection type:  QFX download (aka Web Connect)
    • Province:  Manitoba
    • Last Date Attempted: 20 March 2016
    • Successful?  Yes

    [mention://232630 @smayer97]: I'm not a Canadan user, but I run Quicken 2007 on both Yosemite and El Capitan Macs with no ill effects for my manual-entry workflow. Hopefully this will continue to work for me until Quicken 2016 (2017?) addresses my needs well enough to finally retire 2007.
    QMac 2007 & QMac Subscription • Quicken user since 1993
  • skydivertakskydivertak Member
    edited October 2018
    Sometime in the last month, PC Financial (both banking and Mastercard) started to work with QFX and Quicken 2015 again. Can't tell the exact date, as I was using the QFX hack to make it work.

    FI: PC Financial, PC Financial Mastercard
    Quicken 2015
    build 27.10522.100
    2.8.5
    Province - Ontario
    Successful - yes
    Last attempt March 22

    Sample QFX:
    OFXHEADER:100
    DATA:OFXSGML
    VERSION:10OFXHEADER:100
    DATA:OFXSGML
    VERSION:102
    SECURITY:TYPE1
    ENCODING:USASCII
    CHARSET:1252
    COMPRESSION:NONE
    OLDFILEUID:NONE
    NEWFILEUID:NONE
  • Quicken TamaraQuicken Tamara Alumni ✭✭✭✭
    edited December 2016

    Sometime in the last month, PC Financial (both banking and Mastercard) started to work with QFX and Quicken 2015 again. Can't tell the exact date, as I was using the QFX hack to make it work.

    FI: PC Financial, PC Financial Mastercard
    Quicken 2015
    build 27.10522.100
    2.8.5
    Province - Ontario
    Successful - yes
    Last attempt March 22

    Sample QFX:
    OFXHEADER:100
    DATA:OFXSGML
    VERSION:10OFXHEADER:100
    DATA:OFXSGML
    VERSION:102
    SECURITY:TYPE1
    ENCODING:USASCII
    CHARSET:1252
    COMPRESSION:NONE
    OLDFILEUID:NONE
    NEWFILEUID:NONE

    FYI [mention://232630 @smayer97] & [mention://3967310 @skydivertak_1] - the problem will not be found in the header portion of the QFX. It would be below that, in < ORG > and < FID >. When those are not coded properly in the QFX, to match the ID # and name found in the FIDir.txt, you'll get an Unable to Verify Financial Institution Information message.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    lwebs said:


    I have been successfully downloading from both the Royal Bank of Canada and their RBC Bank US side through all the Quicken for Mac versions listed below. Currently using


    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  Version 3.2.0 (Build 32.11395.100)
    • FI/Bank Name: RBC USA and RBC Royal Bank of of Canada
    • Account Type: Credit Cards (Visa and MasterCard), Bank Accounts (both Savings and Checking/Chequing, but not Investment accounts
    • Connection type: Quicken Connect
    • Province: British Columbia
    • Last Date Attempted:  Today (March 20, 2016) a few seconds ago
    • Successful? Yes
    FYI, given Quicken's lack of support for multiple currency and downloading investments, I am currently doing a trial of Bankactivity 5. It supports all of the above downloads including investments. It also supports direct download from other institutions I use that Quicken does not do direct downloads. And Banktivity converts between Canadian and US dollars at a single click. 


    What are the plans for Quicken to catch up in these important areas?


    I would like to stay with Quicken, but will continue my process of converting to Banktivity if Quicken does not soon catch up.
    [mention://4118736 @mbuck] Question for clarification: do you actually use Quicken Connect with RBC Canada? I know it is possible for RBC Bank USA but I was not aware that was even possible for RBC Canada. I always thought Web Connect was the only viable option. Please confirm.
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • lwebslwebs Member ✭✭
    edited July 2016
    lwebs said:


    I have been successfully downloading from both the Royal Bank of Canada and their RBC Bank US side through all the Quicken for Mac versions listed below. Currently using


    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  Version 3.2.0 (Build 32.11395.100)
    • FI/Bank Name: RBC USA and RBC Royal Bank of of Canada
    • Account Type: Credit Cards (Visa and MasterCard), Bank Accounts (both Savings and Checking/Chequing, but not Investment accounts
    • Connection type: Quicken Connect
    • Province: British Columbia
    • Last Date Attempted:  Today (March 20, 2016) a few seconds ago
    • Successful? Yes
    FYI, given Quicken's lack of support for multiple currency and downloading investments, I am currently doing a trial of Bankactivity 5. It supports all of the above downloads including investments. It also supports direct download from other institutions I use that Quicken does not do direct downloads. And Banktivity converts between Canadian and US dollars at a single click. 


    What are the plans for Quicken to catch up in these important areas?


    I would like to stay with Quicken, but will continue my process of converting to Banktivity if Quicken does not soon catch up.
    Repeating my previous answer as the forum does not appear to have accepted my comment.
    Yes I use Quicken Connect for RBC Canada. It is important to have first linked your RBC Canada account to your RBC USA one. You can do that at either the Canadian or US side.
  • RedrivermanRedriverman Member ✭✭
    edited October 2016
    lwebs said:


    I have been successfully downloading from both the Royal Bank of Canada and their RBC Bank US side through all the Quicken for Mac versions listed below. Currently using


    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  Version 3.2.0 (Build 32.11395.100)
    • FI/Bank Name: RBC USA and RBC Royal Bank of of Canada
    • Account Type: Credit Cards (Visa and MasterCard), Bank Accounts (both Savings and Checking/Chequing, but not Investment accounts
    • Connection type: Quicken Connect
    • Province: British Columbia
    • Last Date Attempted:  Today (March 20, 2016) a few seconds ago
    • Successful? Yes
    FYI, given Quicken's lack of support for multiple currency and downloading investments, I am currently doing a trial of Bankactivity 5. It supports all of the above downloads including investments. It also supports direct download from other institutions I use that Quicken does not do direct downloads. And Banktivity converts between Canadian and US dollars at a single click. 


    What are the plans for Quicken to catch up in these important areas?


    I would like to stay with Quicken, but will continue my process of converting to Banktivity if Quicken does not soon catch up.
    @mbuck for purposes of clarity, are you saying that you’re ability to access RBC banks via Quicken Connect is not affected by a Quicken ID that relies on a Canadian Postal Code?
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    lwebs said:


    I have been successfully downloading from both the Royal Bank of Canada and their RBC Bank US side through all the Quicken for Mac versions listed below. Currently using


    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  Version 3.2.0 (Build 32.11395.100)
    • FI/Bank Name: RBC USA and RBC Royal Bank of of Canada
    • Account Type: Credit Cards (Visa and MasterCard), Bank Accounts (both Savings and Checking/Chequing, but not Investment accounts
    • Connection type: Quicken Connect
    • Province: British Columbia
    • Last Date Attempted:  Today (March 20, 2016) a few seconds ago
    • Successful? Yes
    FYI, given Quicken's lack of support for multiple currency and downloading investments, I am currently doing a trial of Bankactivity 5. It supports all of the above downloads including investments. It also supports direct download from other institutions I use that Quicken does not do direct downloads. And Banktivity converts between Canadian and US dollars at a single click. 


    What are the plans for Quicken to catch up in these important areas?


    I would like to stay with Quicken, but will continue my process of converting to Banktivity if Quicken does not soon catch up.
    [mention://4118736 @mbuck] and when you set up Quicken Connect for RBC Canada, do you use RBC USA for the Canadian Accounts?
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    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited December 2016
    lwebs said:


    I have been successfully downloading from both the Royal Bank of Canada and their RBC Bank US side through all the Quicken for Mac versions listed below. Currently using


    • Quicken Version: QM2016
    • Internal version (from About Quicken menu item):  Version 3.2.0 (Build 32.11395.100)
    • FI/Bank Name: RBC USA and RBC Royal Bank of of Canada
    • Account Type: Credit Cards (Visa and MasterCard), Bank Accounts (both Savings and Checking/Chequing, but not Investment accounts
    • Connection type: Quicken Connect
    • Province: British Columbia
    • Last Date Attempted:  Today (March 20, 2016) a few seconds ago
    • Successful? Yes
    FYI, given Quicken's lack of support for multiple currency and downloading investments, I am currently doing a trial of Bankactivity 5. It supports all of the above downloads including investments. It also supports direct download from other institutions I use that Quicken does not do direct downloads. And Banktivity converts between Canadian and US dollars at a single click. 


    What are the plans for Quicken to catch up in these important areas?


    I would like to stay with Quicken, but will continue my process of converting to Banktivity if Quicken does not soon catch up.
    [mention://4118736 @mbuck] could you please reply to the 2 questions about? Inquiring minds want to know. :wink:

    (and for clarity, my last question is to mean, do you SELECT RBC USA when setting up the connection?)
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    (
    Canadian Q user since '92, STILL using QM2007)

  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018

    Also, QM2016 was found to work with QFX Web Connect with BMO and Scotiabank, as per this thread: http://getsatisfaction.com/quickencommunity/topics/is-2016-for-mac-compatible-with-canadian-banks
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    (
    Canadian Q user since '92, STILL using QM2007)

  • edited January 2017

    Quicken Version: QM2016
    Internal version 3.2
    FI/Bank Name: Tangerine
    Account Type: Bank Accounts
    Connection type: Quicken Connect
    Province: QC
    Last Date Attempted: March 20th
    Successful? Yes and No
    If No, what issues encountered: Does connect correctly, does download correctly but CHANGES the account from CAD to USD, this is with quicken connect, of course USD accounts at Tangerine work OK as it remain in USD

    Web connect from: TD Canada Trust, National Bank of Canada, Desjardins, all work correctly with Web Connect, also CIBC Credit card did work until I closed my Credit Card account

    TD Canada Trust Credit cards, Visa Desjardins Credit Cards, Capital One Credit cards work OK with Web connect


    So only Tangerine works with Quicken Connect , except the problem that it changes my CAD accounts to USD accounts
    all other Banks, accounts or Credit cards do not work with Direct Connect or Qucken Connect

    If this may help

    did you find a way around this error as this is problem I am having
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2017

    Quicken Version: QM2016
    Internal version 3.2
    FI/Bank Name: Tangerine
    Account Type: Bank Accounts
    Connection type: Quicken Connect
    Province: QC
    Last Date Attempted: March 20th
    Successful? Yes and No
    If No, what issues encountered: Does connect correctly, does download correctly but CHANGES the account from CAD to USD, this is with quicken connect, of course USD accounts at Tangerine work OK as it remain in USD

    Web connect from: TD Canada Trust, National Bank of Canada, Desjardins, all work correctly with Web Connect, also CIBC Credit card did work until I closed my Credit Card account

    TD Canada Trust Credit cards, Visa Desjardins Credit Cards, Capital One Credit cards work OK with Web connect


    So only Tangerine works with Quicken Connect , except the problem that it changes my CAD accounts to USD accounts
    all other Banks, accounts or Credit cards do not work with Direct Connect or Qucken Connect

    If this may help

    See my other reply to you regarding your situation, here: https://getsatisfaction.com/quickencommunity/topics/cc585-when-importing?topic-reply-list%5Bsettings...

    Bottom line is that Tangerine is not registered to support Web Connect for QMac, only Quicken Connect (oddly, it is the opposite for QWin Canada).

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
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    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • Richard160Richard160 Member
    edited July 2017
    • Quicken Version:  QM2015
    • Internal version (from About Quicken menu item):  Version 2.8.9 (Build 28.10686.100)
    • FI/Bank Name: Coast Capital Savings BC
    • Account Type: Bank accounts - chequing & savings
    • Connection type: Quicken Connect,
    • Province: BC
    • Last Date Attempted: July 23, 2017
    • Successful? Sort of...
    • Connection changes accounts from CAD to US funds - every time! 
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited August 2018
    Just wanted to add updated info from this user using QM2017: 
    https://getsatisfaction.com/quickencommunity/topics/quicken-for-mac-2018-v5-2-released?topic-reply-l...

    CIBC - Web Download
    PC Financial - Web Download
    CIBC Investors Edge - Manually
    Tangerine - Quicken Connect
    TD - Web Download

    (If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • catrahalcatrahal Member ✭✭
    It's December 2019 - until now no issues with downloading Tangerine transactions in Canada using Web Connect. Suddenly it doesn't work anymore. When I initiate the download a window pops up but the content is not visible and it is not possible to X out of it. You have to go to task manager to close quicken and start again. I see myself entering the transactions manually....
This discussion has been closed.