Won't let me add an account?

Dave Robinson

I have been attempting to add an update account to my quicken file for one-step update. It is a loan account H.E.L.O.C. I do the on-line add operation(s). When the list of accounts pop up for my financial institution, all my already connected accounts show up along with the account I want to add. At the end of that line it says "do not add to quicken". Normally there would be a selection process where I could Link it to an existing account, ignore, etc. Why can't I add it?

Sherlock

Do not add to Quicken typically means Quicken thinks the account at the financial institution has already been linked to an account in Quicken

Dave Robinson

Thank you... I did attempt it again via a different "button" and the screen that popped up had the selection window available. Originally it said 'do not link' or something like that. I opened the drop-down and pointed to the proper account. It then updated followed by a note saying the account was not found at OBEE credit union... head scratcher since it did download and update. Oh well, I am happy for the moment and thank you for your input.

Sherlock

Do not add to Quicken typically means Quicken thinks the account at the financial institution has already been linked to an account in Quicken

Dave Robinson

Thank you... I did attempt it again via a different "button" and the screen that popped up had the selection window available. Originally it said 'do not link' or something like that. I opened the drop-down and pointed to the proper account. It then updated followed by a note saying the account was not found at OBEE credit union... head scratcher since it did download and update. Oh well, I am happy for the moment and thank you for your input.