What is the next step in resolving a problem setting up downloads

mackim

I am new to Quicken subscription. In setting up downloads from the Salmon Arm Savings and Credit Union, Quicken continually asks me if I have entered my login information correctly. I have, but there is no guidance on how to resolve this impasse. A call to the Credit Union was no help. The credit union is on Quicken's list. What do I do next to make this work? I'm in Canada if it matters (or even if it doesn't).

jacobs

As it's sometimes hard troubleshooting these connectivity issues on an online forum like this, you may want to contact Quicken Support. You can use chat support 24x7, but if you can wait until the work week, you can use phone support and an agent can screen-share your Quicken to see exactly what you're seeing and have you look at a log file to try to determine why you're unable to connect. 

jr7107

Do you need to download the QFX/OFX file from the website instead of connecting directly through Quicken to the provider?

jr7107

I just reviewed your website. While I found this in the "Business Banking" section, I'm guessing the personal banking side will operate in a similar fashion.

https://www.sascu.com/Business/Help/OnlineBanking/

mackim

Thanks for the suggestions. I presume that both of these suggestions would involve downloading the transactions each month and importing them into Quicken, yes? That is something I could do but I'm hoping to be able to have them download automatically. Because the credit union appears on the list of institutions for automatic download I assume that it's possible. For some reason, though, Quicken's access to the credit union is not recognizing my login information as valid.

Greg_the_Geek

According to FIDIR.TXT, Salmon Arm Savings Credit Union is supported through Express Web Connect for downloads. Do you have any special characters in your password?

mackim

No, just a six digit number.

jacobs

As it's sometimes hard troubleshooting these connectivity issues on an online forum like this, you may want to contact Quicken Support. You can use chat support 24x7, but if you can wait until the work week, you can use phone support and an agent can screen-share your Quicken to see exactly what you're seeing and have you look at a log file to try to determine why you're unable to connect. 

mackim

Thank you. I think that's an excellent suggestion. I forgot that with the subscription I get free phone support. One advantage at least.