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What's going on with Quicken's connections?

jaken

I'm really loving the product features so far, and I hope to become a power-user. It seems like if I could get things to work, Quicken will be a great tool in my personal finance/business finance toolbelt.

That being said, 7 of the last 10 accounts I've tried to add have had difficulty connecting, and looking at posts here on the community pages, all the relevant discussions are closed, as if there's just no solution to getting any of these fixed?

Am I just going to have to manually add every transaction across every account and keep track of all of my investments manually?

I guess the real question is - has something recently changed in Quicken's protocols interacting with banks, or is a new product on the horizon, etc. etc.? What's going on?

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jaken

Edit: Right after posting this, I tried to add an Acorns account, only to be met with the same fate. Connection success rate is now at 27% for a major financial software product that costs $130. This should not be normal.

jacobs

has something recently changed in Quicken's protocols interacting with banks

No.

is a new product on the horizon

No.

Unfortunately for us as users, financial institutions make many more changes to their websites, serves, and security standards than they used to, and many times such changes break connectivity with Quicken. So Quicken's connectivity provider (Intuit) is always playing catch-up to new outages which pop up every day.

the good news is that most of these outages do get fixed; the bad news is that it can take a few weeks, or even months, in some cases. That's often because the financial institutions place connectivity with third party applications like Quicken at the bottom of their priority list, and if they have blocked access to Quicken, or their help is needed to re-establish connectivity, then it depends on the financial institution to make that happen. Quicken is pretty much powerless; they can report outages to Intuit, but then they're at there mercy of Intuit and/or the financial institution to get the issue resolved.

Now I'd day that having 7 out of 10 accounts not working definitely seems unusual. Just because you see a thread closed on this site, it only means there hasn't been recent activity, not that the problem has or has not been resolved. Sometimes, there are non-intuitive ways to resolve connectivity problems available. For instance, for some financial institutions, in Quicken there are multiple "instances" available when you connect (e.g. "XYZ Financial", "XYZ Financial Credit Cards", "XYZ Financial-MidAtlantic", etc.) and sometimes one of these works while the others don't. It's often hard to troubleshoot these issues in a forum like this, so I'd suggest you set aside some time to get on a telephone call with Quicken Support. You can allow them to access Quicken running on your computer, and hopefully they will be able to help you get many/most of your accounts working.

jaken

https://community.quicken.com/discussion/comment/20459809#Comment_20459809

Hopefully I'm just having an "off" day on connections. I'll spend time today just categorizing transactions and cross my fingers that tomorrow something will have worked out.

The various flavors of errors are (not-exhaustive list):

Care Code: FDP-106 (Missing accounts - not sure what this one is about)
Care Code: FDP-155 for NelNet (As I understand it, this is a bank-block - out of Quicken's hands)
A different "Accounts not found" error but not with FDP-106 Care Code