Problem - I have about 12 accounts at a FI. About 3 of them I've enabled for downloading to Q direct. No problem. Just created a new savings account at this FI. Wish to add that one too. Also have about 6 others at this same FI under my customer ID I do NOT wish for Q to be able to download.
When I go into CREATE AN ACCOUNT and have it search for them under the existing FI name, I get a list of about 6 accounts to associate it with, none of which are the one at my FI that I want. So I use the 'Don't track this account' on some of these.
I get the message ""If you have additional online accounts (not displayed here), repeat Quicken account setup until all your accounts have been added to Quicken". Exactly what I want!
But when I reenter account setup, same set of accounts is shown?
Does anyone know how to get to the 'second screen' of accounts at this FI per chance?
If I manually create it, THEN try to enable online access, only 4 accounts are shown as candidates, NONE of which are the the right one, and there's nothing about getting the 'next' batch of candidates.
Seems like Q has some hardcoded values and doesn't really handle MANY (7 or more) accounts at more than one FI well ?
(for the recordm I use many accounts, one for my checking, one for wife's saving, one for my savings, this new savings account I just created, and a slew of CDs that I don't track, plus some of my kids accounts that I am on that I also don't track in MY Quicken file set. That's why I have so many.....)
Anyone have ideas, or am I stuck at not being able to download this newest savings account?