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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
"Set up Password Vault" is greyed out
Mwosnick
Just upgraded from Cash Manager 2016 to new "starter" subscription. Have never used the password vault feature (that I am aware of) but when I go to <tools> the option to set up a vault is greyed out already. It asks me for a password but I do not have a vault so no password. Or is my previous banking info for downloading transactions actually stored in a previous vault that I don;t know about? If I reset the vault, will I be able to download all my banking transactions as before or will I need to populate the vault with bank passwords etc first?
In other words, is the vault a MANDATORY and functional part of downloading transactions, or is it just for convenience of storing passwords safely?
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Accepted answers
Sherlock
The
Password Vault
is not mandatory. It is for convenience.
If the option to
Set up new Password Vault...
is
greyed out
, the
Password Vault
exists. The
Password Vault
optionally maintains the passwords we use to authenticate with our financial institutions when we use the
Direct Connect
and
Express Web Connect
connection methods so that we do not need to enter these passwords every time we want to download transactions using these connection methods.
When we reset the
Password Vault,
the current passwords stored in the vault are cleared. We may subsequently add them back or not. If the financial institution's password is not saved in the
Password Vault
, Quicken will prompt us for the password when we attempt to download transactions using the
Direct Connect
or
Express Web Connect
connection method.
All comments
Sherlock
The
Password Vault
is not mandatory. It is for convenience.
If the option to
Set up new Password Vault...
is
greyed out
, the
Password Vault
exists. The
Password Vault
optionally maintains the passwords we use to authenticate with our financial institutions when we use the
Direct Connect
and
Express Web Connect
connection methods so that we do not need to enter these passwords every time we want to download transactions using these connection methods.
When we reset the
Password Vault,
the current passwords stored in the vault are cleared. We may subsequently add them back or not. If the financial institution's password is not saved in the
Password Vault
, Quicken will prompt us for the password when we attempt to download transactions using the
Direct Connect
or
Express Web Connect
connection method.
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