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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Manulife Visa - Canada - new website downloading incorrect currency
ta1835
Manulife Bank Canada has changed the online Visa site and now when downloading it does not recognize existing account in Quicken. When creating a new account, it incorrectly sets currency as USD vs CAD. Is this an error on Manulife side or Quicken side? Any idea how to fix this?
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dunno
I have the same problem. I cannot import the downloaded transactions into the usual account. Does Quicken know abouis issue?
Chris_QPW
For the first issue of it not allowing you to link to the existing account.
You need to deactivate it for downloading before trying to reactivate it.
Quicken will not allow you to link to an account that is already linked to an existing account.
And yes, the old online account isn't considered the same account most likely because they changed the account information that Quicken goes by to connect the online account to the Quicken account.
Once you deactivate the account for downloading on the Account Details -> Online Services tab clear out the Account Number, Routing Number and Customer ID on the Account Details -> General tab.
From there is you are downloading a QFX file it should now give you the option to link to that existing account. If you are using Express Web Connect use Tools -> Add Account and when you get to the dialog that shows you the online account(s), use the pulldown menu to link it to the Quicken account.
That leads to the second problem.
There have been reports that Quicken Windows Canadian has been changing the currency on some accounts/financial institutions from CAD to USD when using Express Web Connect.
Quicken Inc is looking into this problem, but it hasn't been resolved. I suggest that you submit a problem report with Help -> Submit a problem.
ta1835
Step one above did not work. The new download did not allow any existing account to be chosen, only allowed option to create a new one, did not allow option to choose currency for new account.
Will submit a help problem as suggested
ta1835
Spent some time on this today. Called and reported issue to Manulife - they claim no other user has yet reported it. Then called and dealt with Quicken Support, they confirmed the issue is the format of download now coming from Manulife for the Visa transactions. So net, has been escalated two different ways, hopefully gets resolved soon for all of us.
ta1835
>
@Chris_QPW
said:
> For the first issue of it not allowing you to link to the existing account.
> You need to deactivate it for downloading before trying to reactivate it.
> Quicken will not allow you to link to an account that is already linked to an existing account.
>
> And yes, the old online account isn't considered the same account most likely because they changed the account information that Quicken goes by to connect the online account to the Quicken account.
>
> Once you deactivate the account for downloading on the Account Details -> Online Services tab clear out the Account Number, Routing Number and Customer ID on the Account Details -> General tab.
>
> From there is you are downloading a QFX file it should now give you the option to link to that existing account. If you are using Express Web Connect use Tools -> Add Account and when you get to the dialog that shows you the online account(s), use the pulldown menu to link it to the Quicken account.
>
> That leads to the second problem.
>
> There have been reports that Quicken Windows Canadian has been changing the currency on some accounts/financial institutions from CAD to USD when using Express Web Connect.
>
> Quicken Inc is looking into this problem, but it hasn't been resolved. I suggest that you submit a problem report with Help -> Submit a problem.
None of these steps will work until Manulife fixes download format
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