Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Add account functionality broken.
rxrodrigues
Using Windows 10 Home R33.24 Build 27.1.22.24 Subscription Version. Unable to add a new account - using the "connected account" tab of the three tabs available as options. No matter which bank or financial institution I pick, I get the same screen back again with only a "cancel" button without an option to go to the next screen for setup.
This also prevents me from deactivating online access and reactivating that access to fix a download issue I am having with couple financial institutions.
Find more posts tagged with
Accounts
Accepted answers
All comments
Quicken Anja
Hello
@rxrodrigues
,
Thank you for reaching out to the Community and telling us about your issue, though I am sorry to hear that you are experiencing this.
To start with, if you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend saving a backup first (
just in case
). Then, please follow the instructions provided below.
Navigate to
Edit
Preferences...
Quicken ID & Cloud accounts
Click
Sign in as a different user
(or it might say
Sign in using a different Quicken ID
)
Follow the prompts to
Sign Out
Sign back in using your Quicken ID (
email
) and password
Once that is done, see if the issue still continues to persist.
Let us know how it goes!
rxrodrigues
Thank you @Anja for the quick response. I did that it did not resolve at least for "Charles Schwab" related accounts. I did not try other financial institutions and can try that next in an empty test file. Is there a separate unrelated issue going on with adding "Charles Schwab" related accounts?
rxrodrigues
I decided to contact Quicken Chat support and was able to resolve the issue. The fix was to go to the site
https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product
and do a manual update of the US Mondo Patch update.
It appears the automatic update may not have completed or installed properly, so the manual update did the job.
Quicken Anja
@rxrodrigues
Thanks for the update! I'm glad to hear you were able to get the issue resolved.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
