My wife and I have our own accounts at the same bank. I have setup hers. It won't add mine. (Q Mac)

I have individual download files for each of our checking and savings accounts. When I add the second checking account, it defaults to the first checking account and I cannot change for a new account. Very frustrating.

Best Answer

  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    Accepted Answer

    Hello @Kevin K

    Thank you for reaching out on the community and telling us about your issue. . I do apologize for the issue you're having. I'm wondering here what's causing the issue. Are you and your wife on separate logins for your bank accounts? If so it should separate them still even if you're sharing a different account together. I'm wondering here if we might be able to get your account into Quicken by downloading it from the website then importing to Quicken. From there if we are able to do so we can also try connecting it to Quicken for download. I'll leave steps down below on how to do so.

    First we'll want to try importing the QFX into Quicken The article will show general bank website steps to help us find the QFX download.

    https://www.quicken.com/support/web-connect-troubleshooting

    Once you have the account imported into Quicken you should be able to activate it for download with the article down below.

    https://www.quicken.com/support/reactivating-deactivated-account

    Once you get the chance to try this let us know if you're able to get the downloads working. If not we can see what we can try next.

    Thanks,

    Quicken Francisco


Answers

  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    Accepted Answer

    Hello @Kevin K

    Thank you for reaching out on the community and telling us about your issue. . I do apologize for the issue you're having. I'm wondering here what's causing the issue. Are you and your wife on separate logins for your bank accounts? If so it should separate them still even if you're sharing a different account together. I'm wondering here if we might be able to get your account into Quicken by downloading it from the website then importing to Quicken. From there if we are able to do so we can also try connecting it to Quicken for download. I'll leave steps down below on how to do so.

    First we'll want to try importing the QFX into Quicken The article will show general bank website steps to help us find the QFX download.

    https://www.quicken.com/support/web-connect-troubleshooting

    Once you have the account imported into Quicken you should be able to activate it for download with the article down below.

    https://www.quicken.com/support/reactivating-deactivated-account

    Once you get the chance to try this let us know if you're able to get the downloads working. If not we can see what we can try next.

    Thanks,

    Quicken Francisco


  • Kevin K
    Kevin K Member
    My wife and I have our separate accounts and logins. Taking your suggestion I re-did the download steps. Previously I focused on the the default name when it was asking to link to an account. When I clicked on the LINK dropdown, I was able to select my name. This is working now. Thanks for your suggestion.
  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    @Kevin K

    Glad to hear that you were able to get the issue fixed! If you do run into any more issues please let us know and we can take a look at them! 

    Thanks,
    Quicken Francisco
This discussion has been closed.