Changing Account Name breaks Direct Connect

bonesdds
bonesdds Quicken Windows Subscription Member ✭✭
edited October 2022 in Download, Add/Update Accounts (Windows)
The account names assigned by my banks are confusing. When I change the account name to something easier to understand, direct connect no longer works. Is there a way to rename accounts that doesn't break direct connect data download?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Are you sure that you are talking about Direct Connect, this sounds more like a problem that Express Web Connect would have.  If you look at the top left of the register it will say what the connection type is.

    Also are you using Sync to Mobile/Web, that might be involved in the problem?
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  • bonesdds
    bonesdds Quicken Windows Subscription Member ✭✭
    Thanks for the quick response, Chris. All of my accounts are verified as Direct Connect in the Account List and individual registers. Also, I do not use Mobile/Web with Quicken. It's never been activated and I'm confident it's not causing this issue.

    When I initially set up Direct Connect for an account, the institution assigns the name and any change causes an error during Direct Connect data download. Accounts untouched will continue to function, but the changed account ceases to work. Any other thoughts?
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    What kind of error messages are you getting, if any?
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  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited August 2022
    What bank -
    What version .... Help --> About Quicken
    Where and how are you changing the name - it should merely be the abstract name on the Account Details screen

  • bonesdds
    bonesdds Quicken Windows Subscription Member ✭✭
    @Ps56k2 It's happened before with different banks, but TD Ameritrade is the current offender. I'm running Ver. R42.21. As your attached screen capture shows, I'm only changing the Account name in the Account Details screen. This results in an error (red circle) in the One Step Update window. I don't recall the specific info, but it states something like "Account could not be located".
  • cfrost1194
    cfrost1194 Quicken Windows Subscription Member
    I no longer have the bank account
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2022
    cfrost1194 said:
    I no longer have the bank account
    I'm sorry, but I don't understand your comment. What does it have to do with the ongoing discussion?

    Please start a separate NEW DISCUSSION and give us all the pertinent details of your problem or question, including your exact version, edition level and release of Quicken. US or Canadian version? Windows or Mac?
    This makes it possible for us to try and provide solutions to your specific problem.

This discussion has been closed.

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