. October 16, 2012.
UPDATE 11/08/12: Sometime in the past few weeks, the problem went away. I assume Capital One and/or Quicken came to whatever decisions they needed in order to allow automatic downloads once again. I have a few Capital One credit cards — have had them for years. I use Quicken to track my finances and have it set up to download financial transactions automatically once a day from all my financial accounts, including Capital One. A week or so ago, I started getting error messages from Quicken stating that it was unable to download my Capital One transactions. I get these occasionally — say, once every week or two — for different accounts, so I didn’t think too much of it.
Sep 1, 2015 - Intuit, the Intuit logo, QuickBooks, Intuit Online Payroll, Quicken. Handling bank errors. Available in QuickBooks, Contacts, and other devices you sync with Contacts. About the name or item, such as an address or phone number.
But then the error messages were there again the next morning. And when I tried a manual download of Capital One transactions, I got the same message.
I kept getting error messages each day. The Quicken messages at first suggested that I needed to log into my accounts at Capital One and authorize downloading of transactions. I logged inand could find no such authorization. Then the error message within Quicken changed to read, “We couldn’t complete the downloads for your account(s) because your financial institution has disallowed access.” Hmm. So a day or two ago, I logged onto the CapOne web site and sent the following message: I use Quicken to track my expenses. For the last week or so, CapOne has refused to let Quicken download my transactions. (this applies to all my C1 cards) To which I received this response: Thanks for your message.
We regret any inconvenience you may have experienced. Please know that Capital One® does not support Direct Connect services which allow customers to directly load their statements into their financial software. Thanks for being a Capital One customer. Regards, Capital One Huh? My re-response: Well, you did up until a few days ago. I’ve had Quicken automatically downloading my credit card statements daily for months.
Why the (unannounced) change in policy? And why should I stay with CapOne (vs. balance transfer to other banks that continue to allow downloads)? To which I received this wonderfully informative and helpful response: Thanks for your message. We’ll be glad to assist you. Please call our Online Technical Support Department at 1-866-750-0873 and say or choose the corresponding option number from the following choices: Unlock Account or press 1 Reset Password or press 2 Mobile Banking or press 3 Technical Support or press 4 General Account Questions or press 5 Our representatives are available 24 hours every day for your convenience. Thanks for being a Capital One® customer, and please let us know if there’s anything we can do for you in the future.
Regards, Capital One So, there you have it. With no prior announcement or warning, Capital One has apparently suddenly disallowed downloading transactions directly into financial software. Note that I did do some searching online and found. It suggested that the problem might be with Quicken and gave a solution. On the other hand. On the gripping hand, this discussion over at Intuit tech support indicates that.
I’m curious if others have noticed this problem.bruce w. BB&T – INTUIT COLLUSION TARRIF CHARGES “Financial Software Access” means using third-party financial management software to connect to your Accounts. The Company provides the technology to support third-party, two-way connectivity using Open Financial Exchange (OFX), the industry standard for the exchange of electronic information over the Internet. Examples of third-party software include, but are not limited to, Quicken® and QuickBooks® software Date: From: Customer Service To: JOHN DOE Subject: BB&T Account Question Dear Mr. JOHN DOE: Thank you for contacting BB&T E-Mail Support regarding Quicken/Quickbooks. Unfortunately BB&T E-Mail Support is unable to assist you further in your inquiry. However, at your convenience you may wish to contact our Online Support with the number listed below.
We apologize for any inconvenience this caused you. As security issues prevent us from assisting you by e-mail, please call OnLine Support toll-free at 1-888-228-6654. OnLine Support Associates are available to assist you from 6 a.m. To 12 midnight, ET, seven days a week. Our hours of operation for Technical Support are Monday through Friday, 8 am to 6 pm. Thank you for using BB&T OnLine. We appreciate your business!
BB&T E-Mail Support Date: From: JOHN DOE To: Customer Service Subject: BB&T Account Question This is a cheap cop out on the part of BB&T. As I’m sure you’re well aware, neither quicken nor quickbooks (nor any other accounting or checking software) will import account history in a csv file format.
In essence, since BB&T has partnered (colluded) with Intuit, all transactions must be either manually entered, one at a time or changed to a supported format via Intuit software which coincidentally, carries a monthly fee as well. Ergo, your message below, is a polite, if not political way of saying, “Tough Shi-“. Pay us our tariff or do it the long way. This is not the customer service I would expect from BB&T and again, suggests profiteering collusion on the part of BB&T.
Why has BB&T specifically engineered this download process so as to make it incompatible with the import features of Quicken/QuickBooks? Date: From: Customer Service To: JOHN DOE Subject: BB&T Account Question Dear Mr. JOHN DOE: Thank you for contacting BB&T E-Mail Support to inquire about downloading your account information through OnLine Banking. Please follow the steps listed below to download transactions using.CSV file format: 1. Logon as usual 2.
Select account to view 3. Account History will be displayed 4. Click Export History 5.
Current month will be displayed 6. Click Next 7. Click Export to.CSV 8. Save the file to disk (default setting) and Click OK 9. Save As box will appear 10. Save in Desktop, Note: Recommended but not required 11.
File name will default to Export.CSV, Note: It is recommended to enter a different file name 12. Click Save 13. Download is now complete If you require additional assistance, please call OnLine Support toll-free at 1-888-228-6654. OnLine Support Associates are available to assist you from 6 a.m.
To 12 midnight, ET, seven days a week. Our hours of operation for Technical Support are Monday through Friday, 8 am to 6 pm.
If E-Mail Support can be of additional assistance to you, feel free to e-mail us again through BB&T OnLine. Thank you for using BB&T OnLine. We appreciate your business! BB&T E-Mail Support Date: From: JOHN DOE To: Customer Service Subject: BB&T Account Question There is no apparent method of downloading my account information on my ONLINE SERVICES page. How do I accomplish this? Date: From: Customer Service To: JOHN DOE Subject: BB&T Account Question Dear Mr.
JOHN DOE: Thank you for contacting BB&T E-Mail Support regarding accessing your account online. JOHN DOE, as indicated in your previous e-mail communication with BB&T, BB&T charges no fee for accessing your account information via BB&T OnLine. This includes downloading your account information. However, a fee is assessed for the use of Quicken to access your account balances and transactions.
Please be assured this fee is disclosed in the Business Services Pricing Guide provided at the time of account opening. You may also view this information via our website by going to the link below and selecting your state of North Carolina: If you need assistance with accessing your account via BB&T OnLine without the use Quicken, please feel free to contact by calling 1-888-228-6654. OnLine Support Associates are available to assist you from 6 a.m. To 12 midnight, ET, seven days a week. Our hours of operation for Technical Support are Monday through Friday, 8 a.m.
Thank you for banking with BB&T. We appreciate your business! BB&T E-Mail Support Date: From: Customer Service To: JOHN DOE Subject: BB&T Account Question Dear Mr. JOHN DOE: Thank you for contacting BB&T E-Mail Support regarding Quicken service for your account. The fee for Quicken services is assessed monthly as BB&T supports the current version and the two previous versions of Quicken Windows, Quicken Mac, as well as the current version and the previous two versions of QuickBooks Windows and QuickBooks Mac. These are additional services provided to clients through a partnership with the vendor; thus requiring additional technical staff and support. JOHN DOE, if you have additional questions you may contact online support at the number listed below.
We apologize for any inconvenience. If we can provide additional assistance, please contact us again by e-mail or by telephone at 1-888-228-6654. OnLine Support Associates are available to assist you from 6 a.m. To 12 midnight, ET, seven days a week.
Our hours of operation for Technical Support are Monday through Friday, 8 am to 6 pm. Thank you for using BB&T OnLine. We appreciate your business! BB&T E-Mail Support Date: From: JOHN DOE To: Customer Service Subject: BB&T Account Question Do I understand correctly that BB&T is profiting from my quicken account information downloads to the tune of 9.95/mo? If so, how do you justify this fee? What service or effort has BB&T extended to justify charging me to download my account information? JOHN DOE Date: From: Customer Service To: JOHN DOE Subject: BB&T Account Question Dear Mr.
JOHN DOE: Thank you for contacting BB&T E-Mail Support regarding the BB&T OnLine service fee on your account. Our records indicate that you are currently using Quicken to access your account information online. A monthly fee of $9.95 will apply to access your account balances and transactions in Quicken.
BB&T charges no fee for access to your account information in BB&T OnLine, our Internet-based online banking product, or for unlimited use of our online bill payment feature. If we can provide additional assistance, please contact us again by e-mail or by telephone at 1-888-228-6654. OnLine Support Associates are available to assist you from 6 a.m. To 12 midnight, ET, seven days a week. Our hours of operation for Technical Support are Monday through Friday, 8 am to 6 pm. Thank you for using BB&T OnLine. We appreciate your business!
BB&T E-Mail Support. BACK GROUND: INTUIT has been lobbying in congress for years, to restrict the access and preparation of our tax return software to only their software programs. To this end, Intuit has gobbled up every tax return prep software program that comes out, killed its legitimate competitors (Microsoft Money) and even stymied the release of an IRS created, IRS maintained and 100% free tax preparation software program. The base premise here, is that both Intuit and the partner bank (who ever that may be) are deriving profits from accessing “service fees” for downloading your financial information into your paid for, licensed financial software, whether automatically or manually.
In addition, both parties have specifically, whether intentionally or by omission, made it impossible to download this information without paying this fee which by definition, becomes a tariff. My premise on the issue above, is that Capitol One has quietly, refused to partner with Intuit and as such, Intuit has in turn, blocked CO from the use of their formatting system. The only solution I have found is use of a third party translation product that will translate a csv file format to an ofx format but that only works if you have only one account. Multiple accounts won’t work even on an individual download basis as the INTU.BID numbers and account names boggle the software.
I have been searching the web for information on the legality of this issue but have been unsuccessful in finding anything about it thus far. Any one have anything else helpful to add?
I too attempted to down load directly for Cap One to Quicken after being shut out by Quicken. The dilemma is Quicken will not allow the download into the currently used file I use for the Cap One card; another file is generated separately from the file I usually use. What I haven’t learned is whether each new download creates a new file or can I continue loading into the newly created file created by Quicken for the last download. One item that has always struck me as perplexing is why there has never been an option for Quicken. It is the only software out there that does this. After reading the article from Mike, it begins to make sense.
Instructions When encountering an error in the Quicken Mobile App:. Swipe left on the affected account. Tap on the Fix It button. Follow the on-screen prompts to resolve the issue. If the steps above do not resolve the issue, but the desktop app downloads transactions successfully, deactivate and reactivate the account(s) on the desktop app.
For deactivate instructions,. For reactivate instructions,.
After the deactivate/reactivate steps have been completed, go back to the Mobile & Alerts tab and click Sync Now. If you're unable to resolve these issues, contact our for more help. I can't sign in to the Quicken Mobile App.
First, make sure that you've in the Quicken Desktop program, and performed a sync. The Mobile App won't show your data until after the initial sync from Quicken Desktop. Next, confirm that you're logging into the Mobile App with the Quicken ID that's associated with your Quicken Desktop data file; your ID is usually your email address, but to verify this: Quicken for Windows. Go to the Mobile and Alerts tab.
Click Edit Profile on the upper left to verify your ID. Quicken for Mac. Go to Quicken Preferences Connected Services.
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Verify your ID. Finally, if you can't sign in to the Mobile App after setting up Mobile Sync:. Make sure your mobile OS is updated to the latest release. Wait a few hours and try again; there may be a temporary server issue.
Confirm you have enough storage space for the Quicken app (typically found in the Settings of your device). Ensure that you have cellular or WiFi access.
Uninstall, re-download and reinstall the app If you're still unable to sign in, or are receiving an error, please. I am missing transactions on the Mobile App. If you are missing transactions you were expecting to see on the Mobile App, there may be a few causes. Are you using the same Quicken ID? First, verify that you are signed into the correct Quicken ID. The Quicken ID you sign into on the Mobile App needs to be the same one you use in Quicken on your computer.
To verify the Quicken ID in Quicken on your computer, go to Edit Preferences then Quicken ID, Mobile & Alerts. On the Mobile App, sign out (located in Settings) then sign back in using the same Quicken ID you just confirmed you're using on your computer. Are you viewing the correct data file? After signing into the Mobile App, you will be given a list of data files associated with your Quicken ID. Here you can select which data file from Quicken on your computer you want to view on the Mobile App. If you are missing transactions on the Mobile App, make certain you are viewing the same data file you have open on your computer.
Did you sync in Quicken on your computer? After adding your accounts to the Mobile App, you will need to sync them regularly to ensure the Mobile App is displaying the most up-to-date information. Quicken will prompt you to sync but you can also sync manually by going to the Mobile & Alerts tab and clicking Sync Now in the upper right. After the syncing is complete, confirm there were no errors that interfered with the sync. When are the transactions from? The Quicken Mobile App will sync a year of transaction data. Transactions older than a year will not appear in the app.
Are the transactions you are expecting to see still pending with your bank? Like the Quicken desktop software, the Quicken Mobile App will only display transactions that have posted with the bank. Transactions showing as 'pending' on the bank's end will not display in the Mobile App. I am getting duplicate transactions in the Mobile App. If you are seeing transactions in the Mobile App that are duplicates of existing ones, reset your cloud data: Step 1: Reset the cloud data through the desktop program Quicken for Windows. Go to Edit Preferences Quicken ID, Mobile & Alerts. Click Reset your cloud data.
Quicken for Mac. Go to Quicken P references Connected Services. In the Cloud Account section, click Reset. Step 2: After resetting your cloud data (Windows/Mac) You'll need to sign out of the Mobile App and sign back in:. Open the Quicken Mobile App.
Tap the Menu icon in the upper left. Tap the Logout button at the bottom of the screen.
Sign back in with the same Quicken ID. I tried to reset my password, but I didn't receive a verification/access code. The first thing to try is checking your email's junk or SPAM folder to make sure the code didn't end up there. If the code isn't in your junk or SPAM folders, it's possible that you have more than one email account, and the verification/access code is being sent to the email account that you associated with your Quicken ID, instead of the email account you're checking. If you'd like to change the Quicken ID associated with your data file, you can use the instructions below.
I'm having trouble syncing to the Quicken Mobile App. If you're having trouble syncing to the Quicken Mobile App, there are a few different things you can do to resolve the issue: First, be sure to follow any troubleshooting steps you received in the app; in many cases, the error message will have information to help you fix the issue yourself. If the troubleshooting doesn't fix the issue, make sure the Mobile App is updated to the current version. The Google Play Store and the Apple App Store will typically keep the Mobile App up-to-date. However, there may be times when you will need to manually accept the update. Once updated, log out of the Mobile App and log back in. If the issue persists: reset your cloud data.
If you do not see the Reset your cloud data ( Reset in Mac) option mentioned in the steps below, this is because no data has been synced to the cloud. Step 1: Reset the cloud data through the desktop program Quicken for Windows. Go to Edit Preferences Quicken ID, Mobile & Alerts. Click Reset your cloud data. Quicken for Mac.
Go to Quicken P references Connected Services. In the Cloud Account section, click Reset. Step 2: After resetting your cloud data (Windows/Mac) You'll need to sign out of the Mobile App and sign back in:. Open the Quicken Mobile App. Tap the Menu icon in the upper left. Tap the Logout button at the bottom of the screen.
Sign back in with the same Quicken ID. Note: The Mobile App is a companion app and requires the desktop Quicken program to sync data with. Make sure when syncing on your desktop that the accounts you want to sync are selected. In the Mobile & Alerts tab, you can see what accounts are enabled for Mobile Sync. If the accounts you want to sync are not listed there, you can click Edit Account Setting to add or remove accounts from Mobile Sync.
If you aren't seeing the data file you are expecting to see, try signing out of the Mobile App and signing back in. Also, make sure you are signing in using the same Quicken ID on both your desktop and mobile device.
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