National Bank of Canada, Tangerine Canada not Connecting Quicken Connect

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Comments

  • HeyMike
    HeyMike Quicken Mac Subscription Member ✭✭

    I agree. Tangerine changed FROM a pin TO a password. That is the problem. Quicken needs to update the software on their end to accept a password.

    It's been almost two months now and this problem STILL hasn't been fixed even though it doesn't seem to be all that hard to understand. Now Scotiabank isn't updated either so out of the three banks I use with Quicken two of them won't update anymore. Why am I paying for this crappy outdated software if the company won't even try to keep it functional!?

  • Mikes24
    Mikes24 Quicken Canada Subscription Member ✭✭

    I don't understand how this can take so long. So far, I'm paying Quicken absolutely for nothing—I've never been able to connect my bank account. Had I known, I never would have signed up for a subscription, especially not the annual one! Is there any way to get a refund?

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Thank you for sharing these details!

    We’ve reached out internally for clarification on Tangerine Bank’s online connection setup and will provide an update as soon as more information becomes available.

    Thank you!

    -Quicken Anja
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  • Brenden Kennedy
    Brenden Kennedy Member ✭✭✭

    Thank you for the update Anja! I have been a Quicken user for many years and have faced these banking integration changes that have broken the QuickConnect with multiple banks over the years. I have previously assisted providing examples, details and then testing confirmation to your development teams. Please reach out if I can help. I expect this is a simple resolution changing from a 6 digit PIN to a password instead - as used by many of the other banks. This simply needs dev team attention.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Brenden Kennedy,

    Thank you for the offer to help and for sharing your insight! If our teams need any additional details or testing assistance from users, we’ll be sure to reach out here in the thread.

    Thank you!

    -Quicken Anja
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  • ijryder
    ijryder Member ✭✭✭

    Hard to understand how this has not yet been fixed by Quicken. It seems Tangerine made the PIN/Password change without notifying Quicken. Have been unable to download transactions by web connect or manually for 6 weeks now. Only solution offered by Tangerine is to download a CSV file which is a non-starter.

  • marchan
    marchan Quicken Canada Subscription Member

    This is extremely frustrating that it's taking so long to fix something so basic. I need access to my Tangerine account to stay on top of business invoicing.

    Anja, can you please advise how to best go about downloading manually in the interim? Do I turn off the Tangerine connection for now and put it back on once it's working? If I upload manually, when it starts working again will it then sync up duplicate transfers? Need some clear advice here.

  • marcdube
    marcdube Member ✭✭
    edited October 23

    ☹️☹️☹️☹️

  • Mikes24
    Mikes24 Quicken Canada Subscription Member ✭✭
    edited October 23

    [Removed - Speculation]

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @marchan,

    I understand the frustration—staying on top of business transactions is important, so here’s some guidance while the Tangerine connection issue is being worked on.

    1. Manual downloads: If Tangerine supports Web Connect (QFX), you can download transactions that way. Otherwise, you can use a properly formatted CSV file or enter transactions manually.
      1. Please see this Help Article for guidance on downloading transactions via Web Connect (QFX).
      2. Please see this support article for guidance on downloading transactions via CSV.
    2. Turning off the connection: If entering transactions manually—you don’t necessarily need to deactivate the Tangerine connection. You can continue adding transactions manually and leave the account connected.
    3. Duplicate transactions: Once the connection is restored, Quicken will usually match downloaded transactions to existing manual ones if the date, payee, and amount are identical. However, if duplicates appear—you can either drag and drop them to match the transactions (if one is a downloaded transaction and one is a manual entry), or delete them (if both are downloaded transactions)—Quicken shouldn’t redownload them after that. If you have multiple duplicate downloaded transactions, you can also select multiple and delete them all at once. To do so, please follow the instructions provided below.
      1. Click one transaction so it is highlighted in blue
      2. Hold Command on your keyboard and click each individual duplicate transaction so they are highlighted as well
      3. Once the desired transactions are selected/highlighted, click Delete on the bottom-right of the register.

    This should help you keep your accounts up to date in the meantime.

    Hope this helps!

    -Quicken Anja
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  • Larry Querin
    Larry Querin Quicken Mac Subscription Member ✭✭

    I tried logging in to Tangerine to download the QFX file and I get a CC-885 error.

  • Gilles9
    Gilles9 Quicken Mac Subscription Windows Beta, Mac Beta Beta

    as far as I know Tangerine refuses to accept QFX files

    and this is wrong as the Quicken connect is not working

    Tangerine is to blame but how do you get the message through to the right people, certainly not the people who answer the customer line

  • HeyMike
    HeyMike Quicken Mac Subscription Member ✭✭

    This isn't a Tangerine issue, it's very much a Quicken issue. There's no reason Quicken can't update it's software to accept a password instead of a PIN. Tangerine updated from a PIN to a password. It seems like it shouldn't be that hard for Quicken to update its software to deal with that.

    Tangerine isn't at fault. Quicken just isn't fixing the problem in their own software which is odd because Plaid has already fixed this Tangerine change in their software. Apps that use Plaid have no issues connecting to Tangerine now.

  • HeyMike
    HeyMike Quicken Mac Subscription Member ✭✭

    Plaid managed to update their software already, I wonder what Quicken's problem is. Maybe Quicken should contract out to Plaid since apparently Quicken is unable to handle simple password changes.

  • smayer97
    smayer97 Quicken Mac Other SuperUser ✭✭✭✭✭

    Actually, Tangerine STILL uses PINs for logins. So, I am unclear how this works. It seems this is still in transition?

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  • Gilles9
    Gilles9 Quicken Mac Subscription Windows Beta, Mac Beta Beta
    edited October 27

    deleted

    I cancelled Tangerine so my input becomes irrelevant

  • S4A
    S4A Quicken Canada Subscription Member

    Please resolve this issue for clients. We have been manually entering for several months now. If this cannot be resolved it seems it is not worth keeping Quicken.

  • Brenden Kennedy
    Brenden Kennedy Member ✭✭✭

    Hi @Quicken Anja and team,

    Can you confirm this issue is being worked on? Is there a developer/team assigned to this or it's not yet prioritized for attention?

    I'm pretty sure it's a small change to the field size allowing for passwords or PIN's. As indicated before, I can provide screen captures and examples, as well as provide testing confirmation. I have done this some years prior with a similar issue in quicken for another bank. It was promptly resolved once the developer had the relevant information.

    It would help to know that this is being addressed by development and that a resolution is in progress.

    Thanks

  • Brenden Kennedy
    Brenden Kennedy Member ✭✭✭

    Hi @Quicken Anja and team,

    I just got of the phone with support to discuss Ticket#11929342/CTP-14326 per community link

    Support confirmed that the last update they have from "backoffice" is Sept 18th. Per the other link which is no longer open for comment, it was reopened on Sept 23rd. That is now 6 weeks since any meaningful update.

    It appears to me that this ticket is not being worked if there is no update for 6 weeks. I have faced this similar scenario with Quicken with another bank several years ago and it took my continued follow up to get this resolved. When I spoke to a technician the issue was resolved same-day, almost immediately. I feel this is the same case where Quicken simply needs to expand it's Pin/Password entry field to accept more than 6 characters and then provide that to the Tangerine servers.

    I was told to contact Tangerine however we all know that is a waste of time as they simply receive API requests from the quicken servers. The bank does NOT need to change anything. I will gladly be proven wrong here! The activity is required on Quicken's end.

    As we pass 60 days now with this issue my banking becomes a real challenge. Quicken's "support" also appears to be challenged if there is no meaningful update for several weeks.

    Whilst I am both a strong supporter of Quicken after many years of membership, and a patient customer, I do expect meaningful communication on critical customer issues.

    Please review and ensure there is a proper escalation and connection to the magical "backoffice" team who can address the issue.

    Thank you

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Brenden Kennedy,

    Thanks for the detailed update. I understand this has been frustrating.

    The issue is being actively worked on by our internal teams to update how Quicken handles login credentials for Tangerine accounts. There’s no ETA for a resolution yet, but the ticket remains open and escalated.

    We’ll share updates within the Community Alert as soon as we have them.

    -Quicken Anja
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  • marcdube
    marcdube Member ✭✭
    edited November 8

    Connection with Tangerine is now working. Testing to link accounts in few minutes.

    ***** Tested, it's working now *****

  • Brenden Kennedy
    Brenden Kennedy Member ✭✭✭

    YES, working for me now! Excellent!

    Now a lot of reconciliation to do….

  • Sportster
    Sportster Quicken Mac Subscription Member ✭✭

    I was able to connect to my Tangerine accounts today. Now says PIN/PASSWORD at sign in and worked.
    For reference, I’m on Quicken for Mac in Canada so connection is through Intuit.
    Cheers