Informal Survey of Connectivity Results with Financial Institutions (FIs)/Banks in Canada using Quic
smayer97
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)
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Object to Quicken's business model, using up 25% of your screen? Add your vote here:
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(Canadian Q user since '92, STILL using QM2007)
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Comments
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)
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(Canadian Q user since '92, STILL using QM2007)
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
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
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
• 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
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.
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.
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- Where to find a Help Guide for Quicken for Mac?
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
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- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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 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
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
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
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.
- Where to find a Help Guide for Quicken for Mac?
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
(and for clarity, my last question is to mean, do you SELECT RBC USA when setting up the connection?)
- Where to find a Help Guide for Quicken for Mac?
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
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
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
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.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)
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.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject 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)