Able to authorize account on financial institution website, but it doesn't download in Quicken

System
System Member admin
edited 12:11PM in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

Has the problem with Chase Adding accounts been fixed - MAC Quicken

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  • pjane21
    pjane21 Quicken Windows Subscription Member ✭✭

    I am having the same issue. When I connect to bank to authorize connection, it lists this account with all the others and Quicken lists it with all the others, but it fails to set up download for just this account.

    Parallels, Windows

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @pjane21,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. Is the problem account with Chase? If not, which financial institution is the account with? How is it failing to set up the download in Quicken? Is the account not showing up in the Add/Link window at all? Is it showing up, but with Don't add to Quicken, and no option to change it?

    Don't add to Quicken.png

    Is something else happening? If so, what exactly are you seeing? Please include a screenshot. 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.

    I look forward to your response!

    Quicken Kristina

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