Logging into Bank

Richard Sturgeon
Richard Sturgeon Quicken Windows Subscription Member ✭✭✭
in Download, Add/Update Accounts (Windows)
I have Switched banks and it finds the bank ok but it will quicken will not allow me to set up the connection it is town and country bank of Missouri.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited January 2021
    To add the account to the Quicken file, I suggest you sign in to the financial institution's web site, download the available transactions for the account, and import the .QFX file.  
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    Not sure what you are saying..... there are some glitches today - they may be it -
    Here is the Quicken info - As mentioned above by @Sherlock , you can try logging into the bank website and manually downloading a QFX file - and then Import it -
    Also - Quicken supports connecting to the bank with One Step Update -
    06139    06139    06139    Town & Country Bank    http://www.tcbanks.com/    1-573-729-3155    https://www.tcbanks.com/tob/live/usp-core/app/login/consumer    ACTIVE        
    BANKING&WEB-CONNECT        
    BANKING,CREDIT,ACCOUNTINFO&EXP-WEB-CONNECT   

  • Richard Sturgeon
    Richard Sturgeon Quicken Windows Subscription Member ✭✭✭
    I can follow you procedure and log into the website and download the cleared items.
    but doesn't that defeat the purpose of being able to do a on step from in quicken?
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Richard Sturgeon said:
    I can follow you procedure and log into the website and download the cleared items.
    but doesn't that defeat the purpose of being able to do a on step from in quicken?
    No. It does not defeat the purpose of being able to do a on step from in quicken.  It should add the correct type of account and provide Quicken with the appropriate information to properly identify the financial institution to enable you to setup the Express Web Connect connection method.
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