Quicken does not recognize my bank. It wants to set it up as a generic checking accounts.

Question

I've had this problem with Quicken for years. It's useless to me if I cannot download transactions. The bank is Waypoint Credit Union.

Thanks

[Edited-Readability]

Chris_QPW · Answer

It is in the Quicken Mac fidir.txt file too:

ofx-prod-filist.intuit.com/qm2400/data/fidir.txt

Quicken Levetta · Answer

Hello @snilson9 ,

Thank you for reporting this issue.

I have a few questions that may help us troubleshoot the problem:

* What error messages do you receive when Quicken doesn't recognize the financial institution?
* Which browser are you using when accessing Quicken?
* Is your Quicken up to date?

Thank you for providing this information. It will help us better understand and troubleshoot the issue.

UKR · Answer

In the list of supported financial institutions which my Quicken for Windows uses, a Waypoint Credit Union is listed:

Is this the CU you're looking for?

If this CU is not available in your Quicken Mac, I'd say it's time to contact Quicken Support on the phone during posted hours of operation and request help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.