3 USBank listed in quick update.. try to correct, or leave as is ??

Joel S.
Joel S. Member ✭✭✭
in Download, Add/Update Accounts (Windows)

Say, I have a bunch of usbank accounts (8ish or more), and it seems to add them separately..

would it be worth it to deactivate all them, then link to existing, or just keep going as it is ?? seems to be working fine as is ..

also, I still have my discover card and savings split, is this still the preferred method ?? (i recall card update issues if linked with bank, i think.. )

thanks

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Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I have 3 downloadable USB accounts, but when I login to their website, I see them all. And a single instance of download, using Direct Connect, downloads from all 3.

    The FI name that I use is "U.S. Bank = PFM Direct Connect" and only the single instance shows in One Step Update (vs. your 3 instances).

    SO, what happens when you log into their website? And I see, from the FI name, that you're using Express Web Connect to download. That MIGHT be part of the issue.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Joel S.
    Joel S. Member ✭✭✭

    SO, what happens when you log into their website

    like at usbank.com, or during the update ?? logging into the website, I see everything as intended.. all 10 accounts

    I used direct many years ago, and it was delayed… seems it probably works well now..

    or if I add account in quicken, then log into the website, to see if they are all listed ??

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