Tried to add new Navy Federal account: disaster

RickFlournoy

Recently I received notice that my Navy Federal accounts download would somehow be changed through One Step Update, though I can't recall the exact terminology. This week I opened a new CD at Navy Federal and tried to add it to my account list. Quicken found and added the new account and all the other accounts I have there, and linked them all to existing accounts except the savings account. Quicken wanted to add it, if memory serves correctly, but I corrected and linked it to the existing account in my list. However, I didn't notice that one of my small CDs had been linked to a savings account at another bank. This error was discovered after the next download. I tried to go online and link the CD to the proper account in my list, but Quicken kept going back to the same incorrect account with a message that the account was not found at Navy Federal and should be disabled in the One Step Update. I went as far as deactivating the account in Quicken and still Quicken linked it to the wrong account and gave me an error. I think I've tried three times with the same result.

RickFlournoy

I fixed it this morning. I deactivated each account, closed the program, restarted the computer, opened the program, and setup the accounts again and all is well. I should have deactivated each account last night instead of only the trouble maker…lesson learned.

Quicken Anja

Hello @RickFlournoy,

We are glad to hear your issue has been resolved and appreciate you returning to your post with an update as well as sharing the solution that worked for you as it may help others experiencing the same.

Thank you!