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Problem downloading from Kinecta FCU (Q Mac)

gkayanogkayano Member ✭
edited December 2020 in Download, Add/Update Accounts (Mac)
Quicken seemed to have disassociated some of my Kinecta FCU accounts so that I can no longer reconcile them by using my online balances. When i tried to add them again as new accounts, the account types showed up, but they all had the word "Unknown" in front of the account name & description. When I tried adding them, Quicken added the new accounts, but they were all empty, with no transactions and a $0 balance. Does anyone else have a similar problem or know how this can be fixed? I tried creating a new Quicken database with no accounts and tried adding my Kinecta accounts and had the same issue - all accounts showed up in Quicken with no transactions and $0 balances.
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Answers

  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @gkayano

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    I have taken the liberty of reviewing Kinecta in our financial institution list and see that they have an option to connect using Direct Connect.

    I would attempt to add the accounts once more and choose "Options."


    Then choose Direct Connect, and attempt to sign in with your Kinecta credentials.



    Please let me know how it goes!

    -Quicken Tyka
    ~~~***~~~
  • gkayanogkayano Member ✭
    Hi Tyka. Thanks for your response and suggestion. I tried using Direct Connect and put in the same user ID and password that I use for Quicken Connect, but for some reason, it doesn't seem to recognize my account in Direct Connect - I got a "Incorrect Customer ID or Password/PIN" error. I'm not sure why it doesn't accept it using Direct Connect.
  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @gkayano

    Thank you for giving those steps and try and letting me know the results. Every bank is different, it would appear that Kinect requires enrollment for Direct Connect this may or may not require a fee.

    At this point, I would recommend contacting support directly for a review of the logs to help determine the cause of the issue.

    https://www.quicken.com/support#contact-support

    Support has the ability to escalate this issue, if neccessary.

    Please let me know how it goes!

    -Quicken Tyka

    ~~~***~~~
  • DCPDCP Member ✭
    Use Kinecta Member No. (not user name or account number) as Quicken "Member Number".

    If you have created a new account online (not uncommon during COVID-19), and/or you have not yet received a statement (where it shows in the top upper right hand portion) then you may be unaware of what your Kinecta Member Number is. Your Member Number is the the first seven digits, of the last eight digits of your account number. For example:

    If you account Number is: 99999999912345678
    Your Member No. is: 1234567

    Remember these two things when adding you Kinecta account to Quicken.

    1. Use Direct Connect (not Express Web Connect) as explained by Quicken_Tyka above.
    2. Use your member number, not you user name, or account number.
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