Bask Bank

MKMilan47
MKMilan47 Quicken Windows Subscription Member ✭✭
edited November 2022 in Download, Add/Update Accounts (Windows)
Bask Bank downloads savings account but not CD. Anyone aware ?

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭
    CDs are typically classified as investment securities, not as cash-bearing accounts like savings and money market accounts are.  In order to download securities, the financial institution needs to support Direct Connect or at least Express Web Connect+. 
    Bask Bank does not support these two connection methods and instead supports Express Web Connect and Web Connect.  This is likely the reason why you are not able to get your Bask Bank CDs to download into Quicken.
    To manage these CD in Quicken you could set up a manual offline investment account and then add the CDs and manual securities.

    Quicken Classic Premier (US) Subscription: R59.35 on Windows 11 Home

  • MKMilan47
    MKMilan47 Quicken Windows Subscription Member ✭✭
    Thanks. Of 9 banks, theirs is the only one I had problems with. I finally set up the account manually, and only have to go in once a month. It also may be that they are very new.
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