Fortiva credit card - FIDIR listed, but no downloading protocols avail

Diane Forster-Dennis

Hi!

I have a credit card that doesn't appear in the list of banks/credit cards. How do I add it?

Thank you!

Sherlock

Quicken 2017 no longer supports Online Services.  To add a manually maintained account register, select Tools > Add Accounts... and Advanced Options.

Diane Forster-Dennis

I'm sorry, I may be in the wrong forum and didn't realize it. I don't think I'm using 2017. I just purchased and downloaded the Windows Premier version today.

Sherlock

Diane Forster-Dennis said:

I'm sorry, I may be in the wrong forum and didn't realize it. I don't think I'm using 2017. I just purchased and downloaded the Windows Premier version today.

I suggest you update your community profile which still says you're using Quicken 2017.

To add a manually maintained account register using the Windows Subscription, select Tools > Add Accounts... and + Offline Account

Diane Forster-Dennis

Done. I didn't know I even still had a profile, thank you.

I understand how to manually add an account but I'm trying to find out if there's a way to do it like the other accounts.

I'd prefer that Quicken automatically track it and my understanding is that accounts added manually are not auto-tracked.

Thank you again

Sherlock

Diane Forster-Dennis said:

Done. I didn't know I even still had a profile, thank you.

I understand how to manually add an account but I'm trying to find out if there's a way to do it like the other accounts.

I'd prefer that Quicken automatically track it and my understanding is that accounts added manually are not auto-tracked.

Thank you again

If the financial institution has chosen not to support Quicken access, you will not be able to setup Online Services for the register if that is what you mean by automatically track it.

jrich75

Can you tell us what credit card you are trying to add?  Can you access the account online for statements & payments.  If you can, do they have a way to download transactions in Quicken format (QXF)?

Ps56k2

Yes - first - tell us the name of the card -
and if it branded - what financial institution you log into to access your card info....  

Diane Forster-Dennis

Thank you both!! It's Fortiva/MyFortiva and it's The Home Improver Credit Card. Thank you again!

Ps56k2

Diane Forster-Dennis said:

Thank you both!! It's Fortiva/MyFortiva and it's The Home Improver Credit Card. Thank you again!

It shows up -
BUT - doesn't list ANY downloading support .... have never seen this

67573    67573    67573    Fortiva    https://www.myfortiva.com/my-account/#/app    NA    https://www.myfortiva.com/my-account/#/app    ACTIVE

[EDIT] - have also updated the topic title to better reflect the actual Q&A                       

NotACPA

I agree with @ps56k that this is VERY odd.  I wonder if Fortiva is in the process of adding Q download ability ... but hasn't activated it yet.

I think that the OP needs to contact Fortiva to ask about this.

Diane Forster-Dennis

Wow, it shows up in your Quicken? Mine just says not found and that there may not be a relationship between the two. lol, leave it to me to find an as yet unseen problem. Thank you All!

Ps56k2

Diane Forster-Dennis said:

Wow, it shows up in your Quicken? Mine just says not found and that there may not be a relationship between the two. lol, leave it to me to find an as yet unseen problem. Thank you All!

I was showing one of the Quicken internal config files
that is used for the "Add Account" function.....
and, since no download protocol is listed internally,
it doesn't show up on the "Add Account" screen.

NotACPA

@ps56k and I are looking at a Q internal file called FIDIR.TXT.  He, earlier, provided a snippet from that file.

When I try do add, within Q, a card from either MyFortiva, or just Fortiva, I get the following:

Diane Forster-Dennis

> @ps56k said:
> I was showing one of the Quicken internal config files
> that is used for the "Add Account" function.....
> and, since no download protocol is listed internally,
> it doesn't show up on the "Add Account" screen.

Oh okay, I get it now. Thank you for explaining!

Diane Forster-Dennis

> @NotACPA said:
> @ps56k  and I are looking at a Q internal file called FIDIR.TXT.  He, earlier, provided a snippet from that file.When I try do add, within Q, a card from either MyFortiva, or just Fortiva, I get the following:

Yep, that's what I got.

So you guys think I should contact Fortiva direct and ask them about this?

Thank you again, to both of you, for your help and explanations!
Diane

NotACPA

Contacting Fortiva is the 1st step in resolving (or, just clarifying) this.

You might also try contacting Q Support, and seeing if they can add anything.

https://www.quicken.com/support#windows  Look to the bottom of the page for actual contact options for them.