Unable to create a Credit Card account without providing login

Quicken 2021 on Windows: How can I create a new credit card account without having to provide login information. I'd like to manually download transactions as I've been doing for years.

It seems that the credit card account creation has changed from the past.

Thanks

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Accepted Answer
    Select this in the Add Account dialog:


    After you have the account setup, you can do Web Connect/QFX import and link to the account you created.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Accepted Answer
    Select this in the Add Account dialog:


    After you have the account setup, you can do Web Connect/QFX import and link to the account you created.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    What bank, credit card, or branded card ?
    The Quicken account you create for the credit card will need to match the internal bank number for the manually downloaded QFX data file from the bank website.... if they offer manual downloading of a QFX data file -
    Quicken Subscription - Windows 10
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    For what's it's worth now that I think about it you don't even have to create the offline account first.

    If you download an import a QFX file for new account Quicken will ask you if you want to create a new account.  So you could let it do that but it's always safe for to create the manual/offline account first to make sure you get the kind of account type you want.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Satish
    Satish Member ✭✭
    Thanks to Ps56k2 and Chris_QPW for help!
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