Adding accounts after update - editing doesn't work properly

mjonis
mjonis Quicken Windows Subscription Member ✭✭✭✭
edited February 21 in Download, Add/Update Accounts (Windows)

After updating Quicken Classic Deluxe to version R66.12 (build 27.1.66.12) when you add accounts (click the plus sign find the bank such as Amex or Chase). You login and authorize and it pops up a new window. Looks different from the previous version.

In the new one, you can click the pencil icon next to the account to edit/change the name (It USED to be the display name you could change so when Quicken Added it, it would show as you typed it). However, now when you edit that field, and have it added to quicken, your changes are NOT carried over. Is this working as designed?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @mjonis,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

    1. Does this happen only with accounts that connect using Express Web Connect Plus (EWC+)?
    2. When you edited the account name, did you click out of the textbox before clicking Next?
    Edited account name on the add link screen.png

    I look forward to your response!

    Quicken Kristina

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  • mjonis
    mjonis Quicken Windows Subscription Member ✭✭✭✭

    Hi Kristina,

    Yes, only on EWC+ account that I've noticed so far (Amex and Chase).

    Yes, the boxes were checked, I clicked the pencil icon made my change and then clicked Next.

    I've done this 3 times with 3 different accounts (one at Chase and two diff. Amex accounts). The first two didn't "take". The third one did for some reason. Very odd/weird. I'll have to see if it does this with US Bank as well.

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