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QUICKEN, won't go to the annual pay version until my 2017 support runs out. And I know from the many times I have called and gotten a good tech support person., that they seem to have been really putting some time into getting things working.Īlthough I have been hearing people having trouble with Wells Fargo, and Quicken.īut I am happy with it. Which is now a hidden (for Me) live link under preferences - Connected services and then in the middle of the page in blue is Reset Cloud. Quicken has their own servers now, and weeks ago, when I was having some trouble, I reset the cloud data. IT use to have wrong ONLINE Balance, but that has been worked out. I have to say, that all is good with me and Quicken 2017. That is ok, because Direct Connect quit working for me at the CU over a year ago. And I have to do that twice since it will ask for my account PIN, then the Wife. So to sync, it will ask you do you want to have a PIN sent to mail or mobile. Now using no personal questions, it is all 2nd form of id. My CU recently updated their online web page, and their mobile app. I have 6 Types of accounts at my Credit Union.
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I will ask for refund tomorrow.Ĭurrently running Quicken Mac 2017. Luckily I bought directly from web site and they have a 90 day money back guarantee.
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How to move your Quicken data file from one computer to another. Activating your Subscription Retail Purchase.
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These videos take you through the process step-by-step. I was hoping to switch to money dance this week and request a refund from Quicken, since I have a week left for money back guarantee, but Money dance will not make it. Care Support Help Links: The first step in using Quicken is installing & activating your product. You can also enter your query in the search window above, check out the top 10 FAQs or watch our videos about self-help tools to learn more. Our top client questions and trouble-shooting FAQs are curated right here in the Help Centre. It did not crash yet, but it seems you have to click several times to close a window. We want to help you find the information you need. I guess it can only see this year's transactions. It can connect to Vanguard, but it shows a balance that is 20-30 times less than the actual balance. It just cannot connect to bank of America. I can download QIF for the ckecing account and for credit cards, but not for the loan. (*) when I linked the actual credit cards, it did see the loan, but there is no way to make a loan/liability/credit line to pull data from that actual loan. I tried as loan, as liability, as credit card. I tried several time, I deleted it and tried again.
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It works fine, but you have to enter the password for each account. I can connect to chase to see 1 checking account and 2 credit cards (*).