Access Mazda Financial Services

Recently purchased a Mazda CX5 (great vehicle) and have an auto loan through Mazda Financial Services. I have been attempting to access and download transactions into quicken. It has Mazda Credit Services but it does not work . Does Quicken provide access to Mazda Loans through Mazda Financial Services?

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Hex said:
    ... It has Mazda Credit Services but it does not work ...
    Can you be a little more specific, please? What, exactly, happens when you try to add or activate the loan account for downloading?

    OTOH, for whatever it's worth ... I would not bother attempting to activate any loan or mortgage account for downloading.  (Not discussing LOC or HELOC accounts here which should be treated like credit card accounts)

    An online-connected loan or mortgage account does NOT have a transaction register. All data shown in the account come from whatever information the bank downloads to you ... if this process works at all.

    As a result of being connected, the scheduled payment transaction reminder cannot transfer the amount of principal paid into the (non existent) account register and must use a category, usually something like Loan:Principal, instead. The category seems to vary with the Loan Type you selected when creating the loan account in Quicken.

    Effective with Quicken Windows 2018+
    you can deactivate an online-connected loan account and regain full control over your transaction register.  However, you should still review the Scheduled Reminder (or Memorized Payee List entry) associated with the monthly loan payments to ensure they now transfer Principal to the loan account register and not to a Category.


  • Hex
    Hex Member
    Hello , Thank you for the response. The error is a "Server communications Error" with a further warning indicating Sync Error. I attempted again today and the same error pops up over and over again. Trying to create the account in MAC Quicken for the first time. It doesn't seem to allow to manually create the loan. Have to go through this online access screen.
  • Hex
    Hex Member
    Ive now found how to create it manually .. all good and better this way. Thank you for your help