AmEx Reauthorization

System

This discussion was created from comments split from: American Express Reauthorization.

smrobertson

Success in reauthorizing and connecting out 2 Amex accounts (3 cards). Slightly different from the post from @DJPhilouis on Mar 1:

This is in Win 11 23H2 Build 22631.3296 with Quicken R55.15

1. backup your Quicken file
2. make sure all American Express Quicken accounts are disabled for download
3. close and reopen quicken
4. recheck that all American Express accounts are disabled for download
5. Add a new Account
   1. select American Express as the financial institution
   2. may ask if you want to set up download … yes, you want to set up for download
   3. Quicken will notify you to (re)authorize quicken at American Express
   4. Quicken will launch the American Express authorization page in you browser
      1. sign in to American Express and select the accounts to authorize
      2. click on "authorize" at American Express (missed that the first time)
      3. American Express will tell you that you can close the window and return to quicken
   5. back in quicken, it will take a minute or two for the American Express authorization to be recognized
   6. Quicken will present the American Express accounts available … MAKE SURE THE AMERICAN EXPRESS ACCOUNTS WILL BE LINKED TO YOUR EXISTING LOCAL (QUICKEN) AMERICAN EXPRESS ACCOUNTS.
   7. click on "finish"
6. Quicken will (should) now download from American Express to bring the local accounts up to date.
7. Check your local (Quicken) American Express accounts have been fully updated
8. backup for Quicken file (being excessively safe)
9. close and reopen Quicken
10. rejoice!

Unfortunately, I cannot guarantee this will fix this issue for everybody. If it helps a few troubled Quicken/American Express users, then it will have been worthwhile typing all of these steps out.

Good Luck!