can't find my credit union

goshawk

trying to make a new account in quicken for my credit union, which is not in the list of banks etc. if it's not in the list, can i add it manually or am i just out of luck?

goshawk

I see I can create an offline account, but quicken can't import .csv or .qif files. Seems kind of useless so far, but I'm at the bottom of the learning curve. maybe there's a way to get my bank info into quicken?

Quicken Kristina

Hello @goshawk,

Thank you for letting us know you're having trouble finding your financial institution. Not all financial institutions support Quicken.

Which credit union are you trying to find? What is the URL (web address) you use when logging into your account(s) directly through the financial institution website? If you provide that information, I can check the FIDIR (list of supported financial institutions) to verify if there is a way to connect.

I look forward to your response!

goshawk

Thanks Kristina. It's University of Wisconsin Credit Union.

https://webbranch.uwcu.org

Quicken Kristina

Thank you for your reply,

Thank you for providing the name and URL. When I check the FIDIR, I see one connection option that should work:

In Quicken for Mac, when you go to Accounts>Add Account, search for UW Credit Union and you should see it.

Please let me know how it goes!

goshawk

Thanks, that does it. I was spelling out the full name, not just the initials.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear you're able to find the financial institution in Quicken now!

If you need further assistance, please feel free to reach out!