I would also like to add, if you use Bill Pay through 5/3 this will be unavailable if using Express Web Connect.
Please provide more
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
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
What have you tried so far to resolve the issue?
For whatever it's
worth ... I would not bother attempting to activate any loan or mortgage
account for downloading. (Not discussing
LOC or HELOC accounts here)
loan or mortgage account does NOT have a transaction register. All data shown
in the account come from whatever information the bank downloads to you ... if
this process works at all.
As a result of being
connected, the scheduled payment transaction reminder cannot transfer the
amount of principal paid into the (non existent) account register and must use
a category, usually something like Loan:Principal, instead.