Unable to link mortgage account with Quicken Connect on Quicken Mac

josi_ok

After converting my Quicken for Windows file to Quicken for Mac, I was able to link all of my account (checking, credit cards, investing) with Web Connect. However, when I tried to link my mortgage account, Quicken retrieves a complete list of my accounts from my bank but doesn't list my existing mortgage account in the drop-down list as an option for linking. All of my other accounts show up, including hidden accounts. I had no trouble linking this account under Quicken Windows.

Does anyone know how to remedy this so my mortgage account can receive updates?

Quicken Anja

Hello @josi_ok,

We appreciate you bringing this to our attention!

To start with, I recommend creating a new (test) file and try adding the account there to see if you receive the same result. Doing so will help us determine whether this is being caused by the financial institution, or by an issue specific to your current data file. You can switch back to your original file afterward.

If needed, please, review this support article for instructions on how to create a new file and how to switch back to your original file afterward.

Let us know how it goes!