Quicken not finding all my accounts

wayneheitmann

I am using Quicken on Windows 11, R52.33.

For years I have had joint savings and checking at my credit union: Quicken accessed these accounts accurately.

My wife passed recently and I have had to create new savings and credit accounts at the credit union to remove her name. Quicken does not see the new accounts, although when I logon to the credit union website through my browser, the new and old accounts are clearly visible.

I have called Quicken Technical Support: we tried several things to no avail. They suggested that the difficulty is probably with the credit union.

I visited the credit union and they can find nothing wrong.

Any ideas?

Thanks

Quicken Jasmine

Hello @wayneheitmann,

Which financial institution is this issue with? What is the connection method? You can see the connection method by navigating to Tools > Account List. Are you receiving any error codes or messages?

Thanks!

wayneheitmann

DuTrac Community CU: Express Web Connect

There are no error codes or messages.

Quicken Jasmine

Hello @wayneheitmann,

Which instance are you connecting with?

mshiggins

@wayneheitmann have you tried deactivating all the accounts currently activated for online downloads with your credit union?