If you need additional assistance, please contact Quicken Support. If you encounter any issues while attempting to switch over your Bank of America accounts, first check the Quicken Community for alerts on widespread issues or Bank of America outages. You will need to click Set Up to continue.Īfter you sign in, select the accounts you want to connect in Quicken. You may instead see an FDP-390 error like the one below.
#Money pro auto sync bank of america update
When you update your accounts in Quicken, you will be prompted to change to the new connection method. Quicken for Mac: How do I switch my Bank of America accounts to the new connection method?īefore you begin: Do not disconnect and reconnect your Bank of America accounts while completing the steps below. Note: Make sure all of your accounts are checked, even if they're already added to Quicken or if they're in a different file. You will need to temporarily disable any pop-up blockers or update their settings to allow pop-ups from Bank of America. If you receive a blank screen, a pop-up blocker could be preventing the Bank of America prompts from appearing. In either case, you will need to click Reauthorize to continue.Īll you need to do is sign in with your Bank of America credentials when prompted to establish a connection.Īfter you sign in, follow the on-screen prompts and select the accounts you want to connect in Quicken. You may instead see a CC-902 or an OL-301 error like the ones below. When you update your accounts in Quicken, you will be prompted to change to the new EWC+ connection method. Quicken for Windows: How do I switch my Bank of America accounts to the new connection method?īefore you begin: Do not deactivate and reactivate your Bank of America accounts while completing the steps below. This change will impact all Bank of America Direct Connect and Express Web Connect accounts, including Direct Connect Bill Pay. You will need to switch your accounts as soon as you receive the prompt. Going forward, you'll use a bank-hosted sign-in form to authorize downloads. The overall process for adding accounts and downloading is the same, but the screen you use to sign in to Bank of America will look different.įor your security, Bank of America may periodically request that you reauthorize your accounts in Quicken by signing in again.
#Money pro auto sync bank of america free
Try Sheetsync free for 14 days.You may have received an email or in-product message regarding some changes coming to your Bank of America accounts in Quicken.īank of America has discontinued Direct Connect and Express Web Connect, and updated to a new method of providing data to applications like Quicken, called EWC+. Make money management in Google Sheets easy. Your data is encrypted using AES-256 encryption, and Sheetsync always uses a secure SSL connection. Sheetsync can't see your bank credentials or move money at your banks. Your banks are linked securely via Plaid. Sheetsync is funded by your subscription only. Sheetsync never reads, shares, or sells your financial data. Sheetsync lives in a sidebar directly within Google Sheets, so it's always convenient for you to link new accounts, try new templates, or manage your settings. Templates are 100% free and fully customizable. Use templates to track your net worth, analyze your spending, or set a budget.
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