Quicken says it needs authorization, I give it, it still says it

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kamcknig
kamcknig Member

Woke up today and updated my chase accounts within quicken. Now two of the four accounts have the red circle with the line through it and quicken claims it needs authorization from the bank. So I sign in as it asks me to and the dialog with the summary of accounts shows all of my chase accounts, but there is no option to link them. The dropdowns that would normally ask you to add a new account, link to an existing account, or do not add, simply have text that says do not add with no options to add or link them.

The red circles remain.

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    Sign into Chase via your browser. That's where the authorization is needed.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • kamcknig
    kamcknig Member
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    Sigh. I already did. Three times. I even stated that I did sign in.

    "So I sign in as it asks me to and the dialog with the summary of accounts shows all of my chase accounts, but there is no option to link them"

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    You didn't say WHAT you signed into.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • kamcknig
    kamcknig Member
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    It seems fairly obvious given the context.

  • bcgaard
    bcgaard Member
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    FWIW - I am having the same problem. My Chase account will not update, it has the same red circle with the line through it indicated above. Quicken says I need to authorize. I tell Quicken to do so, it opens a browser window at the Chase login page. I log-in to Chase and follow the prompts (successfully) and get re-directed back to Quicken. The Quicken dialog with the summary of accounts shows all of my chase accounts, but there is no option to link them (it is disabled), again as indicated above. Quicken continues to display the red circle with the line through it in front of my Chase account. A few minutes later, I get an email from Chase informing me that I am sharing data with Quicken, so Chase thinks all is OK, the problem is on the Quicken side. I have tried this 4 times over 2 days and have received the same error each time. I hope this is specific enough.

  • kamcknig
    kamcknig Member
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    I was able to "fix" it. Here were my steps anyway.

    • right-click just one of the accounts with the red circle and chose edit/delete
    • select online services tab in the dialog
    • press reset account

    Quicken asked me to sign into chase through the browser again, and I did so. This time however, the one account that I had chosen to reset had the option to link to an existing account, but the others still did not. I made sure to select the proper account and pressed ok.

    It then ran an update, and all of the Chase accounts were then cleared of the red circle.

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