Quicken Loans Connection Issues

JohnGW9
JohnGW9 Member ✭✭
edited February 11 in Download, Add/Update Accounts (Windows)
This issue has not been resolved. The program will not connect with QL and does not show any inline options under the account details tab. This issue has been ongoing for more than 30 days. The previous fix did not address this issue.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @JohnGW9,

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

    If you are still experiencing this issue after the Alert was marked resolved, then we request that you please contact Quicken Support directly for further assistance and possible escalation if they see fit.

    We apologize for any inconvenience! Thank you.
    -Quicken Anja
  • JohnGW9
    JohnGW9 Member ✭✭
    Quicken support was supposed to reach out it me by phone yesterday as we scheduled last week. Never was contacted. The alert resolution not change my issue as I reported the day the issue was posted as resolved.
  • UKR
    UKR SuperUser ✭✭✭✭✭

    Just my 2cents' worth …
    I would not bother attempting to activate any loan or mortgage account for downloading. I would just simply set them up as "offline" (manual) loan accounts with a Scheduled Reminder to record the monthly payment from your checking account. 
    (Not discussing LOC or HELOC accounts here. They should be set up like credit card accounts)

    At least in Quicken for Windows, an online-connected loan or mortgage account does NOT have a transaction register. All data shown in the account come from whatever information the bank downloads to you ... if this process works at all.

    As a result of being connected, the scheduled payment transaction reminder cannot transfer the amount of principal paid into the (non existent) account register and must use a category, usually something like Loan:Principal, instead. The category seems to vary with the Loan Type you selected when creating the loan account in Quicken.

    Effective with Quicken Windows 2018+
    you can deactivate an online-connected loan account and regain full control over your transaction register.  However, you should still review the Scheduled Reminder (or Memorized Payee List entry) associated with the monthly loan payments to ensure they now transfer Principal to the loan account register and not to a Category.

    If you're a Q Mac user, you should be able to do something similar about setting up and maintaining an offline mortgage account together with a correctly calculated Scheduled Transaction Reminder for the monthly payments from your checking account.

  • JohnGW9
    JohnGW9 Member ✭✭
    This account has been online for about 10 years without issue. Something has changed within Quicken where the online option in account setup has been removed. I attempted to set up a new account and it cannot connect but I can log into the account with the same credentials through the QL site without issue. Very frustrating.
  • guthriewl
    guthriewl Member ✭✭
    Having the same issue. My account has worked great for years with Rocket Mortgage. I've had more Quicken issues the last 2 months than ever before and I too have used more than 10 years. Does anyone know of another software that can replace Quicken. This is very frustrating. Each day something changes. I have had to re-size my columns several times this month. Something or someone has really messed up this once great software.
  • lahrus
    lahrus Member ✭
    I'm having the same issue, Error CC-929. My account has worked since 2021 with Rocket Mortgage. This issue started about a week ago. Since Quicken started charging yearly I've been having intermitted issues. This is very frustrating. I have been a Quicken user for about 15 years and I am considering going with another product. Please provide assistance with this matter
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