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Quicken Classic for Windows
Signing in, Passwords, and Activation (Windows)
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.
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Windows
Login & Passwords
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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.
Open the
Account List
in Quicken (
Tools > Account List
OR
Ctrl + A
)
If present, select the
Show Hidden Accounts
checkbox at the bottom of the Account List
Edit
each account with this financial institution to
Deactivate
(or
Remove From One Step Update
) on the Online Services tab
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.
When finished, close the Account List
Close, then re-open Quicken
Navigate to
Tools >
Add Account
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
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.
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