Is it true? [About changing usernames in Password Vault]

rfsinten

I see on here that the only way to update usernames in the password vault is to deactivate and then reactivate the account. If this is true, then one has to ask why such a severe limitation for such a simple and routine activity?

Sherlock

rfsinten said:

I see on here that the only way to update usernames in the password vault is to deactivate and then reactivate the account. If this is true, then one has to ask why such a severe limitation for such a simple and routine activity?

It is true.  The only way to change usernames in the Password Vault is to deactivate the Online Services of all of the registers associated with the financial institution's user account.  As to why Quicken doesn't allow us to change usernames in the Password Vault, my guess is changing usernames is not considered routine.

Frankx

Hi rfsinten,

Here's some guidance that should help with your issue  https://community.quicken.com/discussion/7179327/faq-i-have-a-manual-account-i-want-to-activate-for-downloading-how-do-i-prevent-duplicate-transact

Let us know if you have any followups.

Frankx

Chris_QPW

It seems to me that that FAQ needs updating given the latest features.
For the people not using automatic transaction entry mode they can now select multiple transactions in the Downloaded Transactions tab and delete them.


For the people using automatic transaction mode that FAQ has always missed the the way to do it.  As in sort on the status column (the one with the blue dot) which will put all the New and New Match together and so you can use multiple select and the context menu (right click) to delete the duplicates.

splasher

This myth only applies to Express Web Connect connected accounts, BUT, in a previous thread on this forum it was discussed and it pointed to this article, https://www.quicken.com/support/why-dont-i-need-enter-my-bank-password-download-my-bank, (see the last paragraph) which covers your question.

Sherlock

rfsinten said:

I see on here that the only way to update usernames in the password vault is to deactivate and then reactivate the account. If this is true, then one has to ask why such a severe limitation for such a simple and routine activity?

It is true.  The only way to change usernames in the Password Vault is to deactivate the Online Services of all of the registers associated with the financial institution's user account.  As to why Quicken doesn't allow us to change usernames in the Password Vault, my guess is changing usernames is not considered routine.

splasher

splasher said:

This myth only applies to Express Web Connect connected accounts, BUT, in a previous thread on this forum it was discussed and it pointed to this article, https://www.quicken.com/support/why-dont-i-need-enter-my-bank-password-download-my-bank, (see the last paragraph) which covers your question.

I STAND CORRECTED.  I misread the OP and responded about changing Passwords in the Password Vault, not usernames.

rfsinten

> @Sherlock said:
> (Quote)
> It is true.  The only way to change usernames in the Password Vault is to deactivate the Online Services of all of the registers associated with the financial institution's user account.  As to why Quicken doesn't allow us to change usernames in the Password Vault, my guess is changing usernames is not considered routine.

It is too bad this is not considered routine. It is an additional protection in the age of ID theft, often overlooked. I don't change mine often, but I do change them, on average annually.

rfsinten

Ok then, here's a follow-on question. When reactivating each account, Quicken downloads transactions - sometimes over a year's worth. They do not always get identified with existing transactions for various reasons. Short of declining each individual transaction, is there a way to either tell Quicken not to download, or to disregard en masse?

Frankx

Hi rfsinten,

Here's some guidance that should help with your issue  https://community.quicken.com/discussion/7179327/faq-i-have-a-manual-account-i-want-to-activate-for-downloading-how-do-i-prevent-duplicate-transact

Let us know if you have any followups.

Frankx

Chris_QPW

It seems to me that that FAQ needs updating given the latest features.
For the people not using automatic transaction entry mode they can now select multiple transactions in the Downloaded Transactions tab and delete them.


For the people using automatic transaction mode that FAQ has always missed the the way to do it.  As in sort on the status column (the one with the blue dot) which will put all the New and New Match together and so you can use multiple select and the context menu (right click) to delete the duplicates.

rfsinten

You guys are the best! Thank you.

Frankx

@refinten,

Happy to help! Take care.

Frankx