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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
M&T Bank - Why won't my accounts update/transactions download?
Wally1709
I just started using subscription quicken deluxe after using an older version of quicken for many years. I imported the data file from my previous version of quicken then I did the online set up for my M&T Bank accounts. However, after waiting several minutes for it to sync, none of my recent transactions were downloaded. Does anyone know where I may have gone wrong and what I need to do differently.
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Ps56k2
What version are you running .... Help --> About Quicken
It appears there are 2 entries for M&T - which one are you using ?
00788 00788 00788
M&T Bank Corporation
https://www.mtb.com/personal/Pages/Index.aspx
1-800-790-9130
https://onlinebanking.mtb.com/
ACTIVE
INVESTMENT&WEB-CONNECT
INVESTMENT&EXP-WEB-CONNECT
14770 14770 14770
M&T Bank Direct Connect
https://www.mtb.com
1-800-790-9130 NA ACTIVE
BANKING,CREDIT,ACCOUNTINFO,PAYMENT&DIRECT
Wally1709
I have version R36.48. I used M&T Bank Corporation when setting up. Thank you
Ps56k2
What kind of accounts do you have ?
Normally the DIRECT entry has all the avail account types, but weirdly the M&T world
seems to have split off the “investments”
Wally1709
I just have basic accounts: checking, savings, credit
Ps56k2
Well.... looks like M&T for some strange reason has the TWO entries - as listed above -
and you can see the types of accounts supported by each.
SO - you have to edit Quicken to use the DIRECT entry....
... --> Tools --> Account List --> find your M&T accounts --> [Edit] --> Online Services --> Deactivate -->
then --> Setup Now --> and pick the M&T DIRECT entry -->
Wally1709
Thank you for trying to help with this issue. My username and password didn't work with the Direct Connect option. I have spent two hours this evening with Quicken and M&T. Each conversation ending with one saying to contact the other. I have decided to cancel my Quicken subscription. I am disappointed that after using a prior version of Quicken for many years I will now need to find another program or process for maintaining my accounts.
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