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Why did Quicken suddenly stop downloading my payment info from MortgageQuestions.com?

Jim Driscoll

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Ps56k2

What version of Quicken -- Help --> About Quicken
Are you using the One Step Update -
Did you receive any Error message -
Any other info - since we are not looking over your shoulder at your screen

55323 55323 55323 Mortgage Questions https://www.mortgagequestions.com NA https://www.mortgagequestions.com ACTIVE
BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

Jim Driscoll

Version R22.17 Build 27.1.22.17
It's actually an online bill that I am having this issue with. I set the bill up several moths ago, had been working fine and all of a sudden I get a message that my username and password are incorrect. I go to the website enter the username and password and i am able log in. Go back to Quicken, enter username and password, and I get "invalid user name or password. please try again." I have removed the account from billing, restarted Quicken, tried to add the account back and have gotten the same results 4-5 times. This has been going on for about a week now.

Ps56k2

Did you happen to recently change the password at the billing website -
Does the password have any "special characters" -

Jim Driscoll

I did not change the password. I have verified that the password stored in quicken is the same as the password that I entered when signing into the website.

UKR

If you haven't done so already, I'd say it's time to call Quicken Support on the phone and request help. Let them do a screen share session with you to review this Online Biller issue on your computer, to determine the nature of the problem and to figure out how to fix it.

Quicken Support:

To contact Quicken Support, please use this link only:
https://www.quicken.com/support#contact-support and select Chat or Phone support.
Phone support is only available during posted business hours. The phone number can found at this website.
If you are eligible for Premium Support (purchased separately or included as part of your subscription to Quicken 2018/2019 Premier or HB&R) call the number that can be found at the top of your My Account page at https://www.quicken.com/my-account (US) or https://www.quicken.com/canada/my-account (Canada) next to "Quicken Premium Support" when you log in with your Quicken ID.
To start Chat, your browser must allow popup windows from https://www.quicken.com
Other links or phone numbers found elsewhere on the Internet, even in some posts or emails received from other Community members, may not be from Quicken or may not be up-to-date. Use those at your own risk.
Unlike other so-called "Quicken support providers", the real Quicken Support is free for all currently supported versions.

dstellas

I just got off the phone with PHH mortgage (aka mortgagequestions).
According to their web support specialist (who validated that I could log into their site and see my mortgage details) they have switched to a new web only view format that does not offer any linkable services or downloadable transfer file......no bueno!!

NotACPA

When I moved to where I live now, and bought a house, I also had PHH.

ABSOLUTELY HATED THEM!!!

Unable/Unwilling to answer even the simplest questions & ridiculous assumptions made regarding my escrow account (such as analyzing it one month before the county re-assessed ... making their analysis useless).

One of the best financial days of my life was when I refi'd away from them.

UKR

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)

An online-connected 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.

Effective with Quicken Windows 2018+
you can deactivate an online-connected loan account and regain full control over your transaction register. However, you should still review the Scheduled Reminder (or Memorized Payee List entry) associated with the monthly loan payments to ensure they now transfer Principal to the loan account register and not a Category.

Users of Quicken 2017 and older:
If you want to have full control over both the loan account register and the payment transactions you need to set up your loan account as a "manual loan account" and use the Scheduled Reminder created by the setup process to record your payment transaction on or before the due date.
If you have already established a connected loan account and are having problems with it please take a look at this:
How to convert back to a manual loan
https://community.quicken.com/discussion/7164936/faq-how-do-i-convert-a-loan-account-that-automatically-downloads-transactions-to-a-manual-entry-sc