NYSaves 529 Online Account Setup FINALLY Working In Quicken!

Misterbill
Misterbill Quicken Windows Subscription Member ✭✭✭✭
edited January 2 in Download, Add/Update Accounts (Windows)

This is something that I honestly never expected it to happen, but I am thrilled to report that I was able to connect my NYSaves 529 accounts for online access in Quicken. There were two entries when I searched for NYSaves in the financial institution list, and the first one worked for me and found my accounts.

Now, it doesn't seem to be perfect. While it recognized the target funds in the accounts and asked to add them, it shows the money in cash rather than the fund . And for some reason, I can't get the two accounts I had previously manually created to show the register view (just shows a bunch of panels), while the account I allowed Quicken to create when it found it online (because I'd just opened it) is showing the register view. I assume there is something I'm missing to view the other accounts in register view, but haven't found it.

Sadly, the earlier threads on this topic are closed, so I cannot post an update there. Curious to see how this works for others.

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Misterbill,

    Thanks for sharing your experience—that’s great news that you were finally able to connect your NYSaves 529 accounts!

    Regarding the register view issue, could you provide screenshots of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Thanks again for the update!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    We haven't heard back from you in a while. Do you still need assistance?

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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