![]() 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. 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. 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. It did not crash yet, but it seems you have to click several times to close a window. 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. ![]() 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 (*). ![]()
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