Issue connecting to Ally Bank - Getting "Don't add to Quicken" on the add/link screen

System
System Member admin
edited December 2023 in Download, Add/Update Accounts (Windows)

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Issues with Quicken update of Ally Bank

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  • Robert Rackley
    Robert Rackley Member ✭✭

    No help. Followed the steps exactly, ez directions, No help… I can get into the Ally B web site without issue, but Quicken continues to post Don't Add to Quicken?

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Robert Rackley,

    To troubleshoot this issue, please do the following:

    1. When you are on that screen that says "Don't add to Quicken", you should see a name in the Nickname in Quicken column. That name is what Quicken thinks your account is connected to (see example below). nickname in Quicken Win.png
    2. Backup your Quicken file.
    3. Go to Tools>Account List and find that account name.
    4. Deactivate that account.
    5. Go to Tools>Add Account and follow the prompts.
    6. It should now give you the option to link your account.

    Please let me know how it goes!

    Quicken Kristina

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