Path2College Almost Works

ChipChockley

I've never been able to get Quicken to read my GA Path2College 529 accounts. I've set up the aggregator account and use those credentials. After recent updates, it looks like this almost works-- when adding, it reads the names of my accounts and even initially shows the balances. Once I complete the add, though, it shows $0 as the balance. Anyone have this working?

Quicken Jasmine

Hello @ChipChockley,

Thanks for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue. 

First, I suggest creating a test file and adding the GA Path2College account(s) to see if it produces the same issue with the balance. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response.