unable to add account from Union Home Mortage

I used to be able to download data from my account at UHM but now it seems I cannot. are others out there having the same issue? Has this been discontinued by UHM? they still show up in the search function, if they no longer support a connection shouldnt they be deleted or at least have a note that they no longer support downloads?

Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Please provide more details.

    What edition level (Starter Edition, Deluxe, etc.), version and release of Quicken are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to determine year/version and release.  You must be on the latest release (patch) level for your supported Quicken Subscription version. If you're missing patches, update your software first.
    What version of Windows or Mac OS are you using?
    What error codes, error messages, symptoms do you get?
    What bank(s) are you having issues with?
    What account types (checking, savings, etc.) are you having issues with?
    Does this problem occur when you run One Step Update from your desktop/laptop or when you initiate a download using the Quicken Mobile App or Quicken on the Web?
    What have you tried so far to resolve the issue?


  • bob459
    bob459 Member
    quicken for windows deluxe R36.23 build 27.1.36.23
    the error says that the problem is that Union home mortgage is blocking access. it used to work just fine but stopped working about a month ago. i am able to access my account online just fine so its not a password or login issue. Union Home mortgage support was of no help as the person I chatted with didnt know anything about outside access like Quicken.
  • DVig3
    DVig3 Member
    Almost a year later and I am having the same problem. I didn't see a follow up to the last post, was this problem resolved or a work around determined?
  • Quicken Jared
    Quicken Jared Moderator mod
    DVig3 said:
    Almost a year later and I am having the same problem. I didn't see a follow up to the last post, was this problem resolved or a work around determined?
    Hello @DVig3,   

    I am sorry that this issue is continuing to affect you. Thank you for asking about this problem in this Quicken Community Discussion.

    Since this is an older post that was originally created back in October 2021, it is less likely to receive an answer now. I suggest creating a new post for better visibility and to potentially receive responses from other users who may currently be experiencing the same problem. Doing so will also assist us with better tracking ability in the event that this issue may result in an escalation being required.

    I hope to hear from you soon.

    Thank you,

    Quicken Jared 
  • UKR
    UKR SuperUser ✭✭✭✭✭

    Just my 2cents' worth …
    I would not bother attempting to activate any loan or mortgage account for downloading. I would just simply set them up as "offline" (manual) loan accounts with a Scheduled Reminder to record the monthly payment from your checking account. 
    (Not discussing LOC or HELOC accounts here. They should be set up like credit card accounts)

    At least in Quicken for Windows, 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.

    If you're a Q Mac user, you should be able to do something similar about setting up and maintaining an offline mortgage account together with a correctly calculated Scheduled Transaction Reminder for the monthly payments from your checking account.

  • DVig3
    DVig3 Member
    Thank you UKR, that is how I will tackle this one!
This discussion has been closed.