Coastal Federal Credit Union Basic Checking account not detected

dapackman

I have seen various posts regarding the Coastal Federal Credit Union update early January and I am still unable to synch / detect my coastal federal credit union checking account.

I updated to software version R47.11 and when trying to add accounts, Quicken will find my loan, credit card and savings accounts, however it will not detect or add my checking account.

Anyone else still seeing this issue?

Quicken Jasmine

Hello @dapackman, 

Thank you 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 Coastal Federal Credit Union account(s) to see if it produces the same issue with your checking account not appearing. 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. 

dapackman

> @Quicken Jasmine said:
> Hello @dapackman, 
>
> Thank you 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 Coastal Federal Credit Union account(s) to see if it produces the same issue with your checking account not appearing. 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:* Choose File menu > New Quicken File.
>
>
>
>
> * Select New Quicken File.
>
>
>
> * Click OK.
> * 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.
>
> * 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. 
>
>
>
> * Select to not use Mobile.
> * 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. 

Hi Jasmine, Yes if I start with a new quicken file it works...should I just delete all the accounts from the existing quicken file or create a new one?

Quicken Jasmine

Hello @dapackman,

Thank you for attempting the test file. 

Before I can further assist you, I require some more information. Were you attempting to add this account in the main file as if it were brand new such as you did in the test file or were you attempting to reconnect an existing account? Do you have other accounts set up in the original file or were you in the process of creating your main file as well?

I look forward to your response.