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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Fifth Third Bank -New Sorry. We encountered an error . . .
Wes Brockway
I've got Quicken for Windows Year: 2019 Version: R22.12 Build: 21.1.22.12 on Windows 10 Pro
When I try to add an account for Fifth Third Bank - New, I enter my login information, it churns a bit and then I get the message "Sorry. We encountered an error (It's not your fault.)
This error has occurred repeatedly over several weeks.
I've contacted Fifth Third Customer Support and they see no problems on their end.
I've got three active accounts in Quicken and they update just fine on a daily basis.
I'm trying to add my mortgage account.
When I select my mortgage account and then select Edit/Delete account, the Online Services tab is not available. Only General and Display Option tabs are shown.
Quicken used to download and update my data and then inexplicably it quit. That's been several months ago. I've been manually updating my mortgage account since then.
I can log into my Fifth Third accounts online and review every account with no problem.
Sure would like a solution or an official answer that mortgages are not supported or the like.
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Accepted answers
Greg_the_Geek
The general opinion among the SuperUsers is that, even if you CAN do this, you don't want to.
That's because for a downloadable mortgage loan, Q will remove ALL OTHER ability that you have to post to, or manage, this account.
ONLY the monthly principal payment (not the interest or any escrow amounts) will download.
Instead, use Q "Mortgage Wizard" to post to the various mortgage accounts/categories and download from your checking account to match the total payment to the checking account.
Lastly, be sure to review your monthly mortgage statement, to make sure that Q got it right.
All comments
Greg_the_Geek
The general opinion among the SuperUsers is that, even if you CAN do this, you don't want to.
That's because for a downloadable mortgage loan, Q will remove ALL OTHER ability that you have to post to, or manage, this account.
ONLY the monthly principal payment (not the interest or any escrow amounts) will download.
Instead, use Q "Mortgage Wizard" to post to the various mortgage accounts/categories and download from your checking account to match the total payment to the checking account.
Lastly, be sure to review your monthly mortgage statement, to make sure that Q got it right.
Wes Brockway
Interesting, and where do I find this Mortgage Wizard?
Greg_the_Geek
From Quicken --> Tools --> Add Account --> Loan --> Manual Loan Account
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