Express web connect for Mac 2017 - when?

I recently converted from the 2014Win version, and discovered that some of my institutions supported Express Web Connect, which are not supported with the Mac version.
Any idea when this feature might be changed - reason I ask is that it affects 2 primary institutions and 5 accounts that I use routinely.
This is a significant problem - should I revert back to the Win product? Or await an update.

Comments

  • splashersplasher SuperUser ✭✭✭✭
    edited October 2018
    The financial institution has to decide to support Quicken for Mac.  It is not Quicken's choice whether or not a FI supports Quicken.

    You need to complain to the FI.

    The only guaranteed cure is to return to Quicken for Windows and hope the FI does not decide to stop supporting it.
    -splasher  using Q since 1996 -  QW2016, 2017 & Subscription  -  Win7/Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • RickORickO SuperUser ✭✭✭✭
    edited June 2018
    Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

    What FI is it?
  • ConcordmanConcordman Member ✭✭✭✭
    edited November 2017
    Fi's having issues with QM sometimes will volunteer that QM is not supported simply cause they do not want to be bothered, I ran into this several times but kept the pressure on the Fi and finally got my issues resolved. Let us know the Fi as it's possible folks here may have had similar experiences
  • DennisDennis Member
    edited January 15
    Reed,

    Express Web Connect is known as Quicken Connect in the Mac version.
  • Reed WelchReed Welch Member
    edited March 2017
    splasher said:

    The financial institution has to decide to support Quicken for Mac.  It is not Quicken's choice whether or not a FI supports Quicken.

    You need to complain to the FI.

    The only guaranteed cure is to return to Quicken for Windows and hope the FI does not decide to stop supporting it.

    Partially correct per conversation I had with Customer Support, since they mentioned the s/w team decided to not support EWC for now.
  • Reed WelchReed Welch Member
    edited March 2017
    RickO said:

    Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

    What FI is it?

    One is Discover Card and the other is a local bank, Washington Financial, that supports EWC and has not had time or resources to implement other methods.
  • Reed WelchReed Welch Member
    edited March 2017
    Dennis said:

    Reed,

    Express Web Connect is known as Quicken Connect in the Mac version.

    Not quite, EWC allows transaction downloads from within the Q application, Quicken connect does not, as far as I can tell it only allows importing qfx files that one needs to download from the FI, for each account. Very cumbersome and prone to user error.
  • splashersplasher SuperUser ✭✭✭✭
    edited March 2017
    splasher said:

    The financial institution has to decide to support Quicken for Mac.  It is not Quicken's choice whether or not a FI supports Quicken.

    You need to complain to the FI.

    The only guaranteed cure is to return to Quicken for Windows and hope the FI does not decide to stop supporting it.

    You got fed a line of BS.  Quicken for Mac 2017 supports Quicken Connect (what the Mac devs call EWC for the Mac), whether or not a particular FI supports QC for Mac is the decision of the FI.
    -splasher  using Q since 1996 -  QW2016, 2017 & Subscription  -  Win7/Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • splashersplasher SuperUser ✭✭✭✭
    edited March 2017
    Dennis said:

    Reed,

    Express Web Connect is known as Quicken Connect in the Mac version.

    Except for the first part your your first sentence, you are getting into alternative facts and have all of your information wrong.

    There are three download methods, see this article:Connection Types


    The user manually downloading from the FI's website is called Web Connect regardless if it is Win or Mac.

    Quicken Connect is what the Mac'ers call Express Web Connect even though the Mac FIDIR.txt uses EWC in their entry.

    Direct Connect and Web Connect are the most reliable download methods with EWC (QC) being a distant third due to the scripts that have to be written and maintained as the FIs modify their websites, a source of constant problems.
    -splasher  using Q since 1996 -  QW2016, 2017 & Subscription  -  Win7/Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • Reed WelchReed Welch Member
    edited March 2017
    Dennis said:

    Reed,

    Express Web Connect is known as Quicken Connect in the Mac version.

    Splasher,
    My experience differs dramatically from what you have mentioned.
    First, let me clarify that I am using QM2017 - I say this since your referenced link appears applies to QWin versions, so NOT relevant.
    EWC allows transaction downloads from within the QWin application.
    QM2017 and QuickenConnect does not! Which Q Cust Support confirmed over the phone to me.
    Additionally my FI confirmed that they support EWC, but not have implemented QC, since they are different from their point of view. And reviewing issues from others it appears to be a new protocol for FI's to support.
    If you are aware of an efficient work around that allows users to download FI xactions using QC, do enlighten the user community.

    I guess the bigger question is, should FI's be forced to adapt or should the Quicken Mac team maintain the connection protocols that have been historically successful for both the Windows user's and the FI's?
  • splashersplasher SuperUser ✭✭✭✭
    edited March 2017
    Dennis said:

    Reed,

    Express Web Connect is known as Quicken Connect in the Mac version.

    @Reed Welch  You need to reread the link on Connection Types.  It applies to both Quicken for Windows and Quicken for Mac.

    The Express Web Connect (Windows) method is called Quicken Connect by the Mac process and is the exact same process.

    I'm sorry you were in contact with a Q Cust Support that does not know that, but I can assure you that I am correct, though you will believe what you will.

    If you were to read any of hundreds of other posts on this forum, you will find that I am correct and your QCS was wrong.
    -splasher  using Q since 1996 -  QW2016, 2017 & Subscription  -  Win7/Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • DennisDennis Member
    edited March 2017
    Dennis said:

    Reed,

    Express Web Connect is known as Quicken Connect in the Mac version.

    Reed,
    Quicken Connect does indeed allow transaction downloads within the Mac 2017 program. Unfortunately, some Financial Institutions, such as your bank apparently, have chosen not to support Quicken Connect. Some don't support Quicken for Mac at all. It's the bank's decision, not Quicken's.
  • RickORickO SuperUser ✭✭✭✭
    edited October 2018
    Reed:

    Your bank, Washington Financial, only supports Web Connect for Quicken Mac (see below). The other options are grayed out.

    As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

    Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

    Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.

    image

    As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

    image
  • Lisa GLisa G Member
    edited March 2017
    Dennis said:

    Reed,

    Express Web Connect is known as Quicken Connect in the Mac version.

    May I ask? If I could use the automatic download for the Windows 2016 version. I SHOULD be able to use it with the Mac 2017 at my same FI ???
  • RickORickO SuperUser ✭✭✭✭
    edited March 2017
    Dennis said:

    Reed,

    Express Web Connect is known as Quicken Connect in the Mac version.

    Not necessarily. Support for each connection type is separate for Mac vs Windows Quicken. It's up to the FI which is supports. Not all support both platforms the same. Some don't realize that they need to enroll for each separately.

    If you want to post which FIs you're interested in, we can check how they are supported in the Mac version for you.
  • Lisa GLisa G Member
    edited March 2017
    RickO said:

    Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

    What FI is it?

    Rick could you check WYMAR FCU AND REGIONS BANK ?

    Thanks
  • RickORickO SuperUser ✭✭✭✭
    edited March 2017
    RickO said:

    Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

    What FI is it?

    Sure, tomorrow when I'm at that computer.
  • edited March 2017
    FWIW, I import from Discover Card via Direct Connect in both QM17 and QW17
  • RickORickO SuperUser ✭✭✭✭
    edited March 2017
    RickO said:

    Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

    What FI is it?

    Here you go:

    Wymar Federal Credit Union: Web Connect
    Regions Bank: Direct Connect
    Regions Bank - Web Connect: Web Connect
    Regions Bank formerly Union Pla: Quicken Connect
    Regions Bank formerly AmSouth Ba: Quicken Connect

    To review:

    ... Direct Connect: Quicken makes a direct 2-way connection to your bank. Bill Pay may be available. Most reliable.

    ... Quicken Connect: Quicken retrieves transactions from your bank overnight (1-way). You receive them from within Quicken when you update. Can be "quirky". This is the same thing as what's called Express Web Connect in Quicken Windows.

    ... Web Connect: You have to go to your bank's website, download a file and then import that file into Quicken.
  • Reed WelchReed Welch Member
    edited March 2017
    RickO said:

    Reed:

    Your bank, Washington Financial, only supports Web Connect for Quicken Mac (see below). The other options are grayed out.

    As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

    Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

    Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.

    image

    As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

    image

    I am still struggling with the local bank in having them adopt QC.

    I did get the Discover Card to work with Quicken Connect. It appears that I selected the wrong institution name when initially setting it up. I chose the "Discover Card Account Center" which does not have Quicken Connect.
    After choosing "Discover Card" it linked up and is now working.

    At some point, maybe the QM s/w team can clean up the financial institution list, or maybe annotate the list with connections types available.
  • splashersplasher SuperUser ✭✭✭✭
    edited March 2017
    RickO said:

    Reed:

    Your bank, Washington Financial, only supports Web Connect for Quicken Mac (see below). The other options are grayed out.

    As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

    Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

    Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.

    image

    As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

    image

    @Reed Welch

    Take mistertheplaque's advice in the response below this one.

    You REALLY want to establish Direct Connect with Discover Card.  It is the best of the connection method types and is FREE with Discover Card.  Quicken Connect is prone to problems any time a change is made to the website, whereas that does not happen with Direct Connect.
    -splasher  using Q since 1996 -  QW2016, 2017 & Subscription  -  Win7/Win10
    -Questions? Check out the  Quicken Windows FAQ list

  • RickORickO SuperUser ✭✭✭✭
    edited March 2017
    RickO said:

    Reed:

    Your bank, Washington Financial, only supports Web Connect for Quicken Mac (see below). The other options are grayed out.

    As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

    Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

    Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.

    image

    As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

    image

    Ditto what splasher said.

    To change the connection type, click menu Accounts > Settings, then the Change Connection Type button:

    image

    On the next screen, click the Options button:

    image

    Then choose Direct Connect and Continue: 

    image

    And, BTW, the Options button and connection type screen are available when you are setting up the account. That's how you know which connection types are available.
  • Lisa GLisa G Member
    edited March 2017
    RickO said:

    Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

    What FI is it?

    RickO. My FI is being told by Quicken Support that they have Quicken Connect. But I only have WEB CONNECT listed as a hot choice. And I couldn't get it to work. Frustrating!!!!
  • RickORickO SuperUser ✭✭✭✭
    edited March 2017
    RickO said:

    Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

    What FI is it?

    Lisa, You should contact Quicken support (help menu in Quicken) and explain to them that the FI support tells your FCU that they have Quicken Connect but it doesn't appear as an option in QM2017. 

    I will also pass this along to the moderators via our SU channel in the hopes that they can look into it.
  • Lisa GLisa G Member
    edited March 2017
    RickO said:

    Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

    What FI is it?

    Will do. Thanks for your help RickO.
  • Reed WelchReed Welch Member
    edited April 2017
    RickO said:

    Reed:

    Your bank, Washington Financial, only supports Web Connect for Quicken Mac (see below). The other options are grayed out.

    As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

    Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

    Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.

    image

    As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

    image

    Thanks for the tip.
    I tried it and it wouldn't allow linking to the existing account, so giving it a pass for now.
    I did allow it to set up a new account. Same account balance as the existing account, but the renaming convention was way out of whack, and I would have had to edit, categorize and tag way too many transactions.

    If I run into problems I'll remember this, but for now using what works.
  • Reed WelchReed Welch Member
    edited April 2017
    RickO said:

    Reed:

    Your bank, Washington Financial, only supports Web Connect for Quicken Mac (see below). The other options are grayed out.

    As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

    Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

    Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.

    image

    As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

    image

    Update, with prodding my small local FI (Washington Financial) has finally implemented Quicken Connect for QM2107. And to my pleasant surprise, updating my data files with this connection was painless.
    Not sure it helped, but I did provide them with links to this community which indicated that it should be relatively easy.
    A shout out to those users that posted / assisted!!
  • RickORickO SuperUser ✭✭✭✭
    edited April 2017
    RickO said:

    Reed:

    Your bank, Washington Financial, only supports Web Connect for Quicken Mac (see below). The other options are grayed out.

    As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

    Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

    Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.

    image

    As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

    image

    Reed, Thanks for closing the loop on this thread. Good to know that you were able to get them on board.
This discussion has been closed.