How do you change the financial institution? I disconnected the cards, clicked setup, and it does not ask for an institution like it sometimes does, it just defaults to Discover Bank and prompts for username/password.
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NEVERMIND, That tip helped me figure it out. I didn't realize the Financial Instituion field in the details dialog was alterable. I guess that happened when I did the Deactivate.
So I just erased Discover Bank from there. Then setup prompted me to ‘choose’ and I clicked on the Discover Card image and used the same credentials I use to access all 4 accounts on the web. It found both cards and all I had to do was link them to the existing accounts. Next it downloaded transactions for each. Looks like it's all good now.
THANKS EVERYONE.
Also see this thread:
On using Discover bank accounts, others have reported that you have to change the financial institution from “Discover bank” to "Discover Card". But also note this was only for bank accounts, I think someone mentioned that loans or maybe an investment account doesn't work.
Interesting, thanks for sharing that. Maybe it's because I also have Discover bank accounts. Though all 4 used to work. It shows connecting to Discover Bank so that may be a clue. Someone pointed that out in another thread.
For what it's worth, I have Discover Card set up with Express Web Connect and have no trouble downloading transactions.
Nope, it isn't a bug, it was decision Disover made. I don't have a Discover card, but from what I know they do still support Express Web Connect, just not Direct Connect or Web Connect(QFX file).
Hmmm, I didn't realize that. So it's not a bug with Discover or Quicken? They just dropped transaction download alltogether in Quicken using the most common methods? If that's true that's all the incentive I need to discontinue using the cards.
In the meantime, thanks for the info on ImportQIF. I need to look into that.
