Unable to Link PennyMac Account to Existing Quicken Account
Overjoyed today to find that this issue is resolved which I reported here.
I'm now able to connect to my PennyMac account but am unable to link to my existing Quicken account which I've been updating manually since May. It seems the only option I have is to create a new Quicken account.
In my existing Quicken account there is no Online Services tab in the Account Details dialog. During the Add Account process there is no option to Link to an existing account (see pic).
Is this the expected behavior?
Quicken user since 1991
VP, Ops & Tech in the biometric space
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Hello @MSStateDawg,
Would you mind posting a screenshot of what you see when you navigate to Account Details? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments. Please remember to redact any personal information as needed.
Thanks!
-Quicken Jasmine
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See below.
Quicken user since 1991
VP, Ops & Tech in the biometric space
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Hello @MSStateDawg,
Unfortunately, loans cannot be linked in Quicken. This is by design and this behavior is expected. I suggest adding the account as new and then hiding/deleting the other account so that it will not mess with your Net Worth. If you choose to hide it, you will still have the history of the account.
I hope this clears things up!
-Quicken Jasmine
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-Quicken Jasmine
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