how do i enter a cd

scr2302
scr2302 Quicken Windows 2017 Member
edited August 20 in Download, Add/Update Accounts (Windows)

a CD was opened at my bank. it shows up on my page when I log in but apparently Quicken cannot see it.

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @scr2302,

    Thanks for the details so far — let’s figure out why the CD isn’t showing up.

    A few things I need to clarify to help troubleshoot:

    1. Which financial institution is the CD with?
    2. Are your other accounts from this same bank updating successfully in Quicken?
    3. When you try to add the CD via Tools > Add Account, does Quicken show any errors, or does it just skip over the CD with no message?
    4. Was this CD opened recently — within the past few days?
      Some banks delay new accounts from appearing in the download profile for a few business days.
    5. Have you ever been able to view CDs from this bank in Quicken in the past, or is this the first time you’ve tried?

    Let me know what you see!

    -Quicken Jasmine

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/7964238/how-do-i-enter-a-cd

    I haven't heard from you yet, are you still needing assistance?

    Let me know!

    -Quicken Jasmine

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