How to request Quicken add - Peoples Bank of Clifton, TN (edit)

PamB
PamB Member ✭✭
edited March 7 in Download, Add/Update Accounts (Windows)
I am able to download transactions from my local bank into YNAB, why does this bank NOT show up in the list of banks?

Best Answer

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    Answer ✓

    Oops, I think @NotACPA found a better path than I did. Try his first.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    Petition your bank to sign the contract with Q/Intuit to “get on the list". That's the only way that it happens.

    BTW, what's your bank and where is it located?

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • PamB
    PamB Member ✭✭
    Main bank located in Clifton, TN - Peoples Bank
    link: pbbanking.com
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭

    It is already available. You have to type up to the “h” to narrow the list because “Peoples” is a very popular word in bank names.

    pb.png

    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    Peoplesbankclifton (all one word) is already included. Try that.

    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    Answer ✓

    Oops, I think @NotACPA found a better path than I did. Try his first.

    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.
  • PamB
    PamB Member ✭✭
    Thanks all - I had not considered the fact that all the words were run together. Again thank you.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭

    here are the two Quicken entries - the 2nd entry appears to support more Quicken features & bank services …

    30327 30327 30327 Peoples Bank Hohenwald, Tenness
    https://www.pbbanking.com/ NA
    https://web11.secureinternetbank.com/pbi_pbi1151/login/064103464 ACTIVE
    BANKING,ACCOUNTINFO&EXP-WEB-CONNECT

    08477 08477 08477 PeoplesBankClifton OnlineBanking
    https://www.pbbanking.com 931-676-3311
    https://web11.secureinternetbank.com/pbi_pbi1151/enroll/064103464 ACTIVE
    BANKING&WEB-CONNECT
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT

    QWin Deluxe Subscription - Win10
  • PamB
    PamB Member ✭✭
    Thank you -- I have used a previous answer. I appreciate your reply.

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