I have been using Quicken for Mac for years but just realized I can download bank transactions. However, I get the attached error message when I try to initiate the process.
If you have the chance, it would help us to troubleshoot the situation if you could save a backup by going to File > Save a Backup... in the upper menu at the top of the screen while Quicken is open and then create a new 'test' data file by following the steps listed below:
You may then add your non-Charles Schwab affiliated accounts in the newly created data file by choosing your financial institution and entering your credentials as prompted. I am curious whether or not these issues continue in this data file.
I hope to hear back from you about this, if you have the chance to check back in with us here on the Quicken Community.
I'll continue to live on borrowed time until my reliable old IMac bites the dust.
Am I correct in assuming that the Quicken data file that's backed up can be restored to a new computer if my old IMac or hard drive dies.
However, it's not likely that I'll keep checking this forum. Given that I'm a registered Quicken 2007 user, isn't it reasonable to assume that Quicken would notify me in advance if they decide not to support conversion to a newer version?