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Gbronc Quicken Windows Subscription Member ✭✭✭ Best Answer Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭ Hi @gbronc @Davis Grant @mjxm and @flagholderI can't say for sure - so please take this only as a possibility - but many other users are having similar download issues due to the large number of government stimulus payments that are hitting the banks this week. Many banks have throttled back on the ability of customers to access their accounts through the web. Chase is on the list of such banks. Here's a LINK to more information that MAY help.Frankx Quicken Home, Business & Rental Property - Windows 10-Home Version - -- - Quicken User since 1984 - - - - If you find this reply helpful,please click "Helpful" (below), so others will know! Thankyou. -0 Answers Same here. Can't update Chase Credit Card 0 flagholder Quicken Windows Subscription Member ✭✭✭ Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭ Hi @gbronc @Davis Grant @mjxm and @flagholderI can't say for sure - so please take this only as a possibility - but many other users are having similar download issues due to the large number of government stimulus payments that are hitting the banks this week. Many banks have throttled back on the ability of customers to access their accounts through the web. Chase is on the list of such banks. Here's a LINK to more information that MAY help.Frankx Quicken Home, Business & Rental Property - Windows 10-Home Version - -- - Quicken User since 1984 - - - - If you find this reply helpful,please click "Helpful" (below), so others will know! Thankyou. -0 Chris_QPW Quicken Windows Subscription Member ✭✭✭✭ I personally have my Chase savings account and two credit cards setup for Direct Connect, and since this a direct connection between Quicken and Chase it isn't subject to "blocking aggregators" like Express Web Connect/Intuit. The result is I haven't seen in such problems. 0 Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭ Hi @Chris_QPWAgreed. I have been suggesting that same thing to those posters who are using Express Web Connect, but mostly they just don't like not being able to download - even though it is not Quicken issue.Frankx Quicken Home, Business & Rental Property - Windows 10-Home Version - -- - Quicken User since 1984 - - - - If you find this reply helpful,please click "Helpful" (below), so others will know! Thankyou. -0 Chris_QPW Quicken Windows

Keep the account's balance correct and will clearly be the less complicated approach.Hope this helps. Feel free to post back with any questions on the above.Frankx Quicken Home, Business & Rental Property - Windows 10-Home Version - -- - Quicken User since 1984 - - - - If you find this reply helpful,please click "Helpful" (below), so others will know! Thankyou. -5 Answers Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭ Hi @beckers,There isn't an "HSA" type of account as part of Quicken's menu, so most folks that track their HSA in Quicken use the "savings account" type (which is what you have now). But since you've indicated that your HSA has investments - and because you cannot hold investments in a Quicken "savings account"- you may want to set your HSA account up as either a "brokerage" or an "IRA" type account. You should be able to then setup the account for download.Let us know if you have any followup questions or issues as you go through the setup process.Frankx Quicken Home, Business & Rental Property - Windows 10-Home Version - -- - Quicken User since 1984 - - - - If you find this reply helpful,please click "Helpful" (below), so others will know! Thankyou. -0 beckers Quicken Windows Subscription Member ✭✭ setting it up as "savings" ignores the investment part. Setting it up as brokerage, it tells me via express web connect, it can't download the same transactions that it downloaded as savings (the buys of mutual funds and dividends being paid). I tried adding as IRA and got the same thing, that there are 0 transactions. i guess i could manually enter it until there is an HSA type of account. Is there something else I can try? 0 NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭ You MIGHT need 2 accounts. A brokerage type account AND a Savings type account. With periodic BuyX, SellX transaction to move money between the 2. Q user since February, 1990. DOS Version 4Now running Quicken Windows Subscription, Business & PersonalRetired "Certified Information Systems Auditor" & Bank Audit VP0 beckers Quicken Windows Subscription Member ✭✭ that's kind of what i was thinking though it's only a few xactions per month, it might just be worth entering manually as a brokerage account and not downloading at all. We just got moved from BNY Mellon to healthequity so it's only from May, 2020 0 Frankx Quicken Windows

Business & PersonalRetired "Certified Information Systems Auditor" & Bank Audit VP1 KRSheth Quicken Windows Subscription Member tfanguy Quicken Windows Subscription Member ✭✭ Thanks for the info. What is the FIDIR.txt file? is that a quicken file? if so, i will contact them and ask them out the "zzz" and why they are not supporting direct download. 0 Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭ Hi @KRSheth,It doesn't seem as though that address is available in Quicken for either the Voya, or the ExxonMobile listings. However I note that the following appears on the Q&A for the website address you posted above:I suggest that you go to the site and review the information that they reference above. Get back to us with any additional questions.Frankx Quicken Home, Business & Rental Property - Windows 10-Home Version - -- - Quicken User since 1984 - - - - If you find this reply helpful,please click "Helpful" (below), so others will know! Thankyou. --1 KRSheth Quicken Windows Subscription Member Unfortunately – the instructions are: Step 1 – Getting Started • Begin at the Quicken start-up screen on your desktop and click on Investing, then Investing Accounts then Add Account. • At the prompts, select 401(k) and 403(b) retirement plans from the list, then Voya Institutional Plan Services. • Enter your choice for a name for your plan account. • Click on the setup method you want to use – Online (recommended) or Manual. To keep going, click Next While they worked for non-subscription version of Quicken few years ago, the new (subscription) version of Quicken does not prompt to select “401(k) and 403(b) retirement plans”. It directly jumps to financial institutions list, and Voya Institutional Plans is not one of the entry in that list – now. - Kiran 0 NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭ See this thread re: Voya:Bottom Line ... Voya has chosen to no longer be a Participating Financial Institution and there's nothing that Q can do about that. Q user since February, 1990. DOS Version 4Now running Quicken Windows Subscription, Business & PersonalRetired "Certified Information Systems Auditor" & Bank Audit

Managing your Home, Business, and Rental Properties with QuickenQuicken is a great tool for managing your home, business, and rental properties as well as your personal finances. While you can accomplish a lot with any version of Quicken, Quicken Home & Business is designed to help you do all the financial work needed to keep your home and business thriving while keeping your business finances separate from your personal finances.Invoices With Quicken Home & Business you can easily send out invoices to customers after you have set up an accounts receivable customer invoices account. You can list up to 30 items per invoice. You can set up customers for repeat billing and include a message to your customer. Adding sales tax is also quick and easy. Sending out estimates works in much the same way, making it easy to convert an estimate into an invoice. To access the Invoice features in Quicken Home & Business go to the Business tab and use the Create Invoice button.Rent CenterQuicken is the perfect software for managing all your properties and their tenants. You can easily manage cash flow, payments, budgeting, and much more all in one central location. Quicken is able to keep track of your upcoming, paid, and overdue rent payments with the Rent Center feature. Rent tracking is easy. The Rent Center sorts properties, units, and tenants so you can pick whichever you need to enter a rent payment.If you are running a property rental business, one of the great things about using Quicken Home & Business is your ability to print and send receipts to your renters. The receipts list the owner and the tenant’s information, as well as the rent amount and the mode of payment. You can include a message, add a signature, and include a due date and the date the rent is received. To access the Receipt features in Quicken Home & Business go to the Rent Center under the Rental Property tab and select Properties & Tenants → Create Rent Receipts.Keeping personal finances separate from business financesOne of the great advantages of Quicken over other tools is that it can easily manage both your personal and business finances. While it is best to keep a separate business account with your financial institution, Quicken can handle all your finances even if they use the same account. The key is to use Categories to specify business or personal transactions. Quicken has Categories for both, and can even be used to generate tax information based on your transactions.There are many tools in Quicken Home & Business to help you run the financial side of your business and rentals. Some of the other ways Quicken Home & Business helps

Managing director at H.I.G. Capital. “We’re proud of the Quicken team’s achievements and know they will continue to exceed expectations and lead the industry forward.” Quicken will retain its current management team and offices in Menlo Park, Tucson, and Bangalore. The transaction is expected to close in late September. Greenhill & Co served as financial advisor to Aquiline, and Jefferies served as exclusive financial advisor to Quicken in the transaction. About Quicken Inc. Quicken is the best-selling personal finance software in the U.S. For over 30 years, more than 17 million customers have relied on Quicken to help them take control of their finances. Quicken’s award-winning suite of personal finance software and apps — including Quicken Starter Edition, Quicken Deluxe, Quicken Premier, and Quicken Home & Business — cater to different financial needs and device preferences. Simplifi by Quicken, named the "best budgeting app and tools" by The New York Times' Wirecutter, was added to the Quicken product suite in 2020. Simplifi, a web and mobile app, is designed to help a new generation of digital natives easily stay on top of their finances. Download Simplifi on Google Play or the App Store, and learn more at www.simplifimoney.com. Aquiline Capital Partners, founded in 2005, is a private investment firm based in New York and London investing in companies across financial services and technology, business services, and healthcare industries. The firm had $6.9 billion in assets under management as of June 30, 2021. For more information about Aquiline, its investment professionals,