Changed password on an on-line account. How do I change the password in Quicken Deluxe R42.21

DBJashek

Cannot find where to change the password in windows to sync it with on-line.

Build 27.1.42.21

Why is it so hard - not at all intuitive.

Password not in vault.

Quicken Jasmine

Hello @DBJashek,

Thank you for contacting the Quicken Community with this question. 

Before I can further assist you, I require some more information. What financial institution is this account with? What is the connection method with said financial institution? You can see the connection method by navigating to Tools > Account List. 

I am looking forward to hearing your response.

DBJashek

Visa thru Citi Bank. Web Express

Quicken Jasmine

Hello @DBJashek,

Thank you for providing more information.

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Please let me know how it goes!

DBJashek

that worked. Thank you.

Aside: That is a grossly, terrible process, especially with financial institutions pushing for password updates more often.

Quicken needs to address that and make is simpler and much more intuitive.

Quicken Jasmine

Hello @DBJashek,

I am happy to hear that we were able to reach a resolution. 

Please do not hesitate to reach out with any further questions or concerns.