Credit Union not linking.. sort of... not...

Quicken Refugee's Avatar

Quicken Refugee

07 Jun, 2018 03:18 AM

Hi!

Set up our Chase card and it pulled everything in fine. Setting up the Credit Union checking and savings isn't working.The process is:

1. I tell it to set up online banking.
2. I type in our CU, which it finds.
3. I tell it which Moneydance account to link to.
4. I enter routing number, account, and my bank login name (and, checking).
5. MoneyDance says it has enough info for now, and to click finish.

I then tell it to pull that account info via the online process... Or, at least, I TRY to. That option won't click. If I tell it to download ALL accounts, it pulls in the Chase card and stops.

In short, I can't convince it to even attempt to pull in the CU accounts.

Any ideas?

  1. 1 Posted by Quicken Refugee on 07 Jun, 2018 03:26 AM

    Quicken Refugee's Avatar
  2. System closed this discussion on 06 Sep, 2018 03:30 AM.

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