I am using Windows. My problem arises when attempting to re-set my account under New Accounts. The process succeeds through the window on the website that says I have successfully authorized Quicken. Then control does not revert to Quicken, and when I go there the message says the attempt failed due to connection issue or timeout.
When I used the virtual agent, it said this is an ongoing issue is for Mac, but not Windows. When I called and talked to a person, he claimed it was an issue for Windows as well. I have been having the issue since last March, so it seems that no-one at Quicken is actually working the problem. Anyone know a workaround?
I can create a tab-delimited text file with the information copied from downloaded pdf statements. Is there any software to convert to Quicken file format?
