linking all BMO accounts to quicken?

Piper2017
Piper2017 Member

I am using Quicken with BMO and it will not link to all my accounts, just my chequing account. My credit card and savings accounts do not show up and I cannot link them. anyone know a solution?

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited August 2023

    Your profile shows you are using Quicken Canada 2016. Is this what you are using or are you using Quicken Canada Subscription and is your subscription current?

    Also, BMO (at least in the Quicken US) has several different financial institutions to select from during Add Account. Which BMO are you banking with and which Add Account financial institution are you trying to get set up with?

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭

    With some BMO Mastercards you must choose the BMO Mosaic M-C as the financial institution in Quicken. That is the likely case here.

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