Exactly what it says on the tin.
Trying to diagnose my dad’s installation, and there are multiple accounts setup for different institutions, such as Canadian Tire FS and Interior Savings Credit Union. None of these have ever been connected to their online institutions. When I try to make that connection, the institution is found with zero issues, but moving past that point has Quicken demanding that I set up an account for that institution to drop its info into.
Like, WTF?? That account already exists — I right-clicked on it to get to the properties to set this up, why isn’t it using that account by default? I am supposed to be presented with a login, yet for some reason I cannot reach a login because Quicken thinks there is no account yet to drop info into.
Please note that this is creating a completely new connection to a financial institution for whom there has never been a connection, but for which an account IS within Quicken, and data has been manually entered for years.
I am first presented with a financial institution search, which is successful in finding said institution, but in the next step - which is SUPPOSED to provide me with a login method - I get a “please create an account” step within Quicken, despite having gone through the pre-existing account to trigger a linking.
