I have been unable to add the routing number for 2 of my accounts. The field in the "Edit Account Details" does not allow entry. Any ideas?
This is normal for an online account. Once the account has connected, the account number, routing number, and customer ID are determined by Quicken and cannot be changed by the user. If the account is connecting properly, don't worry about it.
but it is not connecting properly
In case of transaction download problems
Please provide more details.
@franks, you haven't reported any problems for 2 years, so what SPECIFIC problems are you having with your downloading.
And, once the bank is identified by name, the Routing Number is redundant … which is why you can't input it. Also note that many banks have multiple routing numbers (my prior employer, at one point, had over 100), so the RT on your checks might not be the one that your bank wants to use with Q.
I think what a lot of people don't realize is that the routing number, account number, and such isn't there for user's use. Quicken uses this information to tie the Quicken account to the online account. It just has to be unique. Even then it isn't entirely clear what of this information will use depending on which connection type is used.