Quicken Classic and Credit Union in Houston

BCWC2C

Hi Quicken,

The last few months Ihave been battling connecting to my financial institution. For nearly 2 decades, no issues. It randomly will connect, but then disconnects, and sometimes will not even connect. I have tried so many things, but still no success.

• Reinstall Quicken.
• Purged cache.
• Verified I can log into my account on the browser.
• Tried both Edge and Chrome
• Tried a new Quicken file.
• Reboots PC after each modification to be sure.

For kicks, I tried Quicken Simplifi, all works well, but Classic? No.

Contacted the institution, and they say it's not on their end.

See attached.

Stuck. I much prefer Classic over Simplifi, mainly due to more flexibility.

Error.png

[Edited - Readability]

Quicken Laura

Hi @BCWC2C,

Thank you for reporting this issue and for providing the additional details. I’m happy to help you troubleshoot.

After reviewing your account, I can see that in one of your recent files, the accounts need to be reauthorized in order to download transactions. However, the screenshot you shared appears to show a different issue.

To ensure you’re using the correct connection method, please try reconnecting the account in the new test file you created by following these steps:

1. Open Tools.
2. Click Add Account.
3. Search for your financial institution (FI) and select it.
4. Click Advanced Options.
5. Select Express Web Connect, then click Next.
6. Enter your credentials and click Connect.
7. When the list of found accounts appears, choose Link to connect them to your existing accounts (please do not add duplicates).

Please let me know if this works or if you receive a different error message. I’ll be glad to continue assisting you.