While the issue with accessing Guild Mortgage has been marked "Resolved"
What does "Resolved" mean?
btw, this is the only way I could find to raise this issue which seems strange. Tried everyway I could to respond/comment to the discussion but unsuccessful.
Answers
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Hello @cptrsen,
Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.
Since you are still experiencing this after the Alert was marked resolved, we advise that you please contact Quicken Support directly for further assistance and possible escalation if they see fit.
Thank you!
-Quicken Anja0 -
You did it correctly. The moderator - posted Alerts typically are not open to comments from Community users.To refresh our memory, what error messages or error codes are you receiving when you try to activate this account or download transactions?If I may add ... I would not bother attempting to activate any loan or mortgage accounts 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.
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Have a mortgage with Guild Mortgage and a account setup in Quicken to track it. Quicken was updating the account but then stopped. Following Quicken instructions, I went to Online Services and Deactivated the account (with the plan of Reactivating it). Once it was Deactivated, Online Services disappeared so Reactivation was not possible. Now that the "issue" has been "resolved", I attempted to Reactivate the account but still no Online Services tab. I also attempted to add a new Guild Mortgage account. The Company Name shows up and a login connection is attempted, it is not successful.0
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I am having the same issue as cptrsen. Exact same issue.
Have a mortgage with Guild Mortgage and had an account setup in Quicken to track it. Quicken was updating the account but then stopped. Following Quicken instructions, I went to Online Services and Deactivated the account (with the plan of Reactivating it). Once it was Deactivated, Online Services disappeared so Reactivation was not possible. Now that the "issue" has been "resolved", I attempted to Reactivate the account but still no Online Services tab. I also attempted to add a new Guild Mortgage account. and received this "Sorry we encountered an error it's not your fault"1 -
Ditto. I don't know why I let myself be goaded into renewing this piece of garbage. The Guild issue came, like, a week after I did. And it duplicates downloaded transactions with Capital One. I have three accounts with them and it confusing the remedial coding.0
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I am also continuing to have the same issue relative to Guild Mortgage. It worked perfectly for several years. What happened?0
