Why are my Account Details /General shaded (uneditable) in some of my bank accounts?

I bank with three different institutions. Recently, I cannot download bank data from two of the three. In the Account Details (General) tab, all the information is shaded grey and I cannot change it. (One of these two, show an incomplete routing number....which I cannot change.) These all worked for years, but not recently. :/ :/

Why is the bank information for these two banks shaded and uneditable? And how can change the routing number? And most importantly, how can I re-start downloading bank information?

Best Answers

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭

    In case of transaction download problems

    Please provide more details.

    What version and release of Quicken are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release.  You must be on the latest release (patch) level for your supported Quicken version. If you're missing patches, update your software first.
    What version of Windows or Mac OS are you using?
    What error codes, error messages, symptoms do you get?
    What bank(s) are you having issues with?
    What account types (checking, savings, etc.) are you having issues with?
    Does this problem occur when you run One Step Update from your desktop or when you initiate a download using the Quicken Mobile App or Quicken on the Web?
    What have you tried so far to resolve the issue?

    Quicken for Windows users: If you feel like beginning to troubleshoot this yourself, please read and follow instructions here:
    https://community.quicken.com/discussion/7292554/actions-windows-desktop-users-can-take-to-remedy-connection-errors-and-password-change-issues


  • Son_of_Moon
    Son_of_Moon Member ✭✭
    GeoffG…..exactly HOW do I deactivate and reactivate a bank? I can guess, but I fear losing my history and data. Would there happen to be a web page, that describes the process, maybe?

    My About Quicken says:
    Year: 2019
    Build: R22.12
    Version: R27.1.22.12

    I think I use Direct connect (not One-Step). (I have to actually open up the bank account, and download....it isn't automatic.)
    I am using a desktop computer. Windows, and normally use Chrome.
    I DON'T have a problem with Flagstar bank, but do have problems with Lake Trust Credit Union (Savings and Checking accounts) and Ally Bank (Savings and Checking).
  • Son_of_Moon
    Son_of_Moon Member ✭✭
    UKR....the url you list, opens to a page that just says "You don't have permission to do that." So your idea sounded good, but I cannot see the list/directions.
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