Why do I have to re-connect to Discover every time I update accounts?

John Stafford
John Stafford Quicken Mac Subscription Member
Every time I update accounts, I am asked to re-connect my Discover accounts? I have to re-enter my credentials, then link.
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Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @John Stafford,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    To start with, I suggest deactivating the account(s) experiencing this prompt, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.
    1. Go to the Accounts menu and choose Hide and Show Accounts
    2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists
    After that, please follow the troubleshooting instructions below.
    1. Open the account register and navigate to the Settings gear on the bottom-right corner
    2. Click on the Downloads tab
    3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
    4. Quit Quicken
    5. Open Finder and navigate to Applications > Utilities > Keychain Access app
    6. On the left panel in the Keychain Access app, select Login and select Passwords at the top
    7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
    8. Quit the Keychain Access app and reopen Quicken
    9. Navigate to Accounts > Add Account...
    10. Use the search field at the top of the list to find and select your financial institution and click Continue
    11. Follow the prompts to sign in using your login credentials associated with the financial institution
    12. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken
    Let us know how it goes!

    -Quicken Anja
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