Re: How to get Quicken to Update the Financial Instituition Website

On Thursday, March 2, 2023 at 8:45:05 PM UTC-6,  Felix.Domestica wrote:

> Still suffering the same problem, using Quicken 2021. 

This is a four year old problem that was never a Quicken/Intuit problem; I don't how/why you would "still" be having this problem.

Quicken, Inc. has a powerful interest in their customers having a positive experience with the Quicken product; thus Quicken, Inc. has every reason to do whatever they can do to help overcome problems between Quicken and the financial institution ... even problems that are solely caused by the financial institution.

But: Quicken can NOT "fix" errors caused by financial institutions - nor does Quicken have any meaningful leverage with the financial institutions. The financial institutions are Quicken "customers"; and most often, reluctant customers who would prefer that none of their customers used products like Quicken. Quicken users are typically a tiny fraction of the users of any given financial institution, but offering downloads to Quicken can be costly for the financial institution.

I believe that Quicken, Inc. does everything they are capable of doing to resolve, or aid in the resolution of, problems involving exchanges between Quicken and the financial institution.  But if the financial institution can not, or will not, do its part; Quicken is helpless to change the outcome.  In those cases, it is up to the Quicken user to contact their financial institution to provide whatever limited pressure they can provided to get the problem addressed.

[In some cases, users may need to contact Quicken Support to get some guidance regarding the responsible party. Quicken is not likely to point any fingers - since the financial institutions are customers of Quicken, Inc - but Support may be able to convey a Quicken user's problem to Intuit (who is still often involved in Quicken downloads). In that situation, the user will probably just have to wait to see what happens - very little likelihood that Quicken or Intuit will respond back to the user directly.]

[The Quicken Community (https://community.quicken.com/discussions) may also have information about specific problems with specific financial institutions. Sometimes there will be "Alerts" about a problem, and there may also be "Discussions" on the same problem.]

Unless you can provide verifiable evidence that your problem is fixable by Quicken, I think you're wasting your time publishing in forums like this.

With the above in mind; if you want help addressing this type of problem, at the very least you need to provide the following:
- the Quicken Edition (such as Deluxe, Premier, etc.), 
- the Quicken release you're using (in the form Rnn.nn), 
- the Quicken account type (checking, credit card, investment, etc.), 
- the "Quicken" financial institution name (as found in the "Edit Account Details" dialog for each Quicken account - a real-world financial institution can have multiple Quicken name options), 
- and the Connection Method (Web Connect, Express Web Connect, Express Web Connect +, or Direct Connect - also found in the Edit Account Details dialog).

You should also include what steps you have taken to resolve the problem and the result(s) of those steps.