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Quicken Community: Setting up accounts
Check here to ask questions and find advice on setting up your accounts in Quicken Online

  • Anyone know anything about why GMAC Mortgage isn't on the list, but GMAC Ba #1
    why not on list:
    www.gmacmortgage.com

    Norton West
  • Anyone know anything about why GMAC Mortgage isn't on the list, but GMAC Ba #2
    I am having the same problem. no answer yet. I asked if it could be added.
  • gmac mortgage not on the financial institution list
    how do I setup to log into www.gmacmortgage.com for tracking a mortgage?
  • anyone able to connect their PNC virtual wallet accounts to quicken?Thanks, #3
    Hi Kathryn,
    I am having the same problem. I get cannot download any transactions since I got the virtual wallet. I do not see a refresh button. Is there one in Quicken Deluxe that I am missing? Also, i don't get an error number. Would it help if I paste the error message here?
  • I am trying to set up my account with Quicken and the financial institution
    I am trying to set up my account with Quicken and the financial institution I use is not listed, will not accept the typed name and will not accept the routing number for the institution. Help in Texas!
  • How do I add my old navy credit card accout
    How do I add my old navy credit card accout
  • how i can load the most recent 12 months of bank data #9
    Does that mean that next March I will not be able to see checks written last October?

    j
  • amazon.com store card -- can't set up account
    cannot figure out how to set up an account for my amazon.com store card, which is administered by gemoney.com. none of the GE accounts works, and there is no amazon account. any ideas? thanks, pam
  • Is anyone else having trouble getting Chase to synchronize in Quicken Onlin #8
    Latest update, again from Kamal, is a repeat of the previous instructions. He wants me to change the account name back (huh? what? Why?) or to reset the account (tried it - over and over.)

    Read his reply:

    Hi, The following request has been automatically closed. If you would like to reopen this request and provide additional information, please reply to this e-mail. Thank you, Quicken Online Customer Care



    Response (Kamal J.)12/20/2008 06:47 PM
    Dear Quicken Online customer,

    Thank you for contacting Quicken Online Customer Care.

    You can get this error if you changed the account name at your bank's website. If this is true, please:

    1. Sign in to your bank's website.
    2. Reverse the change you made to your account name.
    3. Sign in to Quicken Online.
    4. Click the account name from the Account list.
    5. Click the Refresh button.

    You can also get this error if your bank switched to a new account for you (because your credit card was lost or stolen, for example). If this is true, please:

    1. From the Accounts or Transactions tab, click the account.
    2. Click this link: "Some info about your bank account may have changed. Please click here for next steps."
    3. Click RESET ACCOUNT.
    4. Type the sign-in information for your new bank account, and click CONTINUE.
    5. IMPORTANT: Select your new account (make sure it is the right one). You won't be able to undo this selection.
    6. Click CONNECT TO SELECTED ACCOUNT.

    The transactions from your old and new bank accounts are now shown together in the same account in Quicken Online.

    If you need additional information, please reply to this email with your questions. Be as explicit as possible and I will be happy to assist you further.

    Sincerely,
    Kamal
    Quicken Customer Care
  • Is anyone else having trouble getting Chase to synchronize in Quicken Onlin #9
    For what it's worth, it must be a problem unique to your account as my problems connecting to Chase are completely resolved. I'm still able to connect without a problem. I'd probably give Kamal's suggestion a try.
  • I am trying to add victorias secret credit card. has anyone had trouble doi
    I am trying to add victorias secret credit card. has anyone had trouble doing so?
  • how do i create a budget?
    how do i create a budget?