CC-929 Error After Manual Downloads — Reconnect Shows Wrong Financial Institution

Hello @laguna,

Thanks for posting—this definitely shouldn’t be happening, and I appreciate you bringing it to our attention.

To help us narrow down what’s causing Quicken to associate your accounts with the wrong financial institution, I have a few quick questions:

• Can you share a screenshot of what exactly 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.
• When the Libro Credit Union (Ontario, Canada) screen appears, does it show before or after you enter your credentials?
• Are you also still receiving CC-929, or has that error resolved?
• Does the right transaction data still download despite the wrong financial institution being displayed?

Thank you—we’ll take a closer look once we have these details.

@laguna Thank you for following up with these details and screenshots.

To start, I recommend deactivating the account(s) experiencing this error, then following the steps outlined in this support article regarding CC-929, which advises waiting one hour before attempting to reconnect.

Since the account is also unexpectedly connecting to an unrelated financial institution, I additionally recommend removing the saved login credentials from the Keychain Access app before reactivating the accounts. Prior to doing so, please be sure to save a backup of your data file as a precaution.

Lastly, check to ensure there are no hidden accounts in Quicken that may still be connected to this financial institution using the same credentials.

1. Go to the Accounts menu and choose Hide and Show Accounts
2. Uncheck any accounts with this specific financial institution under the same credentials that are checked as hidden in Lists (I recommend checking for both the correct and incorrect financial institution names)

After that, please follow the troubleshooting instructions below.

1. Open the account register and navigate to the Settings gear on the bottom-right corner
2. Click on the Downloads tab
3. Click Disconnect Account (if there is more than one account associated with this financial institution and credentials, please repeat steps 1 through 3 for each account)
4. Quit Quicken
5. Open Spotlight Search (you will see a small magnifying glass in the top menu)
6. Search for Keychain Access and open the Keychain Access app
7. On the left panel in the Keychain Access app, select Login and select Passwords at the top
8. Search for both of these financial institution names in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
   1. Removing all related saved credentials ensures Quicken is forced to create a fresh, clean connection and prevents it from reusing incorrect or mismatched login data.
9. Quit the Keychain Access app and reopen Quicken
10. Navigate to Accounts > Add Account...
11. Use the search field at the top of the list to find and select the correct financial institution and click Continue
12. Follow the prompts to sign in using your login credentials associated with the financial institution
13. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken

Let us know how it goes!