Express web connect for Mac 2017 - when?

  • 0
  • 2
  • Question
  • Updated 6 months ago
  • Answered
I recently converted from the 2014Win version, and discovered that some of my institutions supported Express Web Connect, which are not supported with the Mac version.
Any idea when this feature might be changed - reason I ask is that it affects 2 primary institutions and 5 accounts that I use routinely.
This is a significant problem - should I revert back to the Win product? Or await an update.
Photo of Reed Welch

Reed Welch

  • 1,080 Points 1k badge 2x thumb

Posted 7 months ago

  • 0
  • 2
Photo of splasher

splasher, SuperUser

  • 549,868 Points 100k badge 2x thumb
The financial institution has to decide to support Quicken for Mac.  It is not Quicken's choice whether or not a FI supports Quicken.

You need to complain to the FI.

The only guaranteed cure is to return to Quicken for Windows and hope the FI does not decide to stop supporting it.
Photo of Reed Welch

Reed Welch

  • 1,080 Points 1k badge 2x thumb
Partially correct per conversation I had with Customer Support, since they mentioned the s/w team decided to not support EWC for now.
Photo of splasher

splasher, SuperUser

  • 549,868 Points 100k badge 2x thumb
You got fed a line of BS.  Quicken for Mac 2017 supports Quicken Connect (what the Mac devs call EWC for the Mac), whether or not a particular FI supports QC for Mac is the decision of the FI.
Photo of RickO

RickO, SuperUser

  • 58,394 Points 50k badge 2x thumb
Is your FI not supported in QM2017 for any of the three connection methods? Direct Connect and Quicken Connect are almost always better/easier to use than Web Connect.

What FI is it?
Photo of Reed Welch

Reed Welch

  • 1,080 Points 1k badge 2x thumb
One is Discover Card and the other is a local bank, Washington Financial, that supports EWC and has not had time or resources to implement other methods.
Photo of Lisa G

Lisa G

  • 96 Points 75 badge 2x thumb
Rick could you check WYMAR FCU AND REGIONS BANK ?
Thanks
Photo of RickO

RickO, SuperUser

  • 58,394 Points 50k badge 2x thumb
Sure, tomorrow when I'm at that computer.
Photo of RickO

RickO, SuperUser

  • 58,394 Points 50k badge 2x thumb
Here you go:

Wymar Federal Credit Union: Web Connect
Regions Bank: Direct Connect
Regions Bank - Web Connect: Web Connect
Regions Bank formerly Union Pla: Quicken Connect
Regions Bank formerly AmSouth Ba: Quicken Connect

To review:

... Direct Connect: Quicken makes a direct 2-way connection to your bank. Bill Pay may be available. Most reliable.

... Quicken Connect: Quicken retrieves transactions from your bank overnight (1-way). You receive them from within Quicken when you update. Can be "quirky". This is the same thing as what's called Express Web Connect in Quicken Windows.

... Web Connect: You have to go to your bank's website, download a file and then import that file into Quicken.
(Edited)
Photo of Lisa G

Lisa G

  • 96 Points 75 badge 2x thumb
RickO. My FI is being told by Quicken Support that they have Quicken Connect. But I only have WEB CONNECT listed as a hot choice. And I couldn't get it to work. Frustrating!!!!
(Edited)
Photo of RickO

RickO, SuperUser

  • 58,394 Points 50k badge 2x thumb
Lisa, You should contact Quicken support (help menu in Quicken) and explain to them that the FI support tells your FCU that they have Quicken Connect but it doesn't appear as an option in QM2017. 

I will also pass this along to the moderators via our SU channel in the hopes that they can look into it.
Photo of Lisa G

Lisa G

  • 96 Points 75 badge 2x thumb
Will do. Thanks for your help RickO.
Photo of Concordman

Concordman

  • 14,512 Points 10k badge 2x thumb
Fi's having issues with QM sometimes will volunteer that QM is not supported simply cause they do not want to be bothered, I ran into this several times but kept the pressure on the Fi and finally got my issues resolved. Let us know the Fi as it's possible folks here may have had similar experiences
Photo of Dennis

Dennis

  • 1,094 Points 1k badge 2x thumb
Reed,

Express Web Connect is known as Quicken Connect in the Mac version.
(Edited)
Photo of Reed Welch

Reed Welch

  • 1,010 Points 1k badge 2x thumb
Not quite, EWC allows transaction downloads from within the Q application, Quicken connect does not, as far as I can tell it only allows importing qfx files that one needs to download from the FI, for each account. Very cumbersome and prone to user error.
Photo of splasher

splasher, SuperUser

  • 547,974 Points 100k badge 2x thumb
Except for the first part your your first sentence, you are getting into alternative facts and have all of your information wrong.

There are three download methods, see this article:Connection Types

The user manually downloading from the FI's website is called Web Connect regardless if it is Win or Mac.

Quicken Connect is what the Mac'ers call Express Web Connect even though the Mac FIDIR.txt uses EWC in their entry.

Direct Connect and Web Connect are the most reliable download methods with EWC (QC) being a distant third due to the scripts that have to be written and maintained as the FIs modify their websites, a source of constant problems.
Photo of Reed Welch

Reed Welch

  • 1,010 Points 1k badge 2x thumb
Splasher,
My experience differs dramatically from what you have mentioned.
First, let me clarify that I am using QM2017 - I say this since your referenced link appears applies to QWin versions, so NOT relevant.
EWC allows transaction downloads from within the QWin application.
QM2017 and QuickenConnect does not! Which Q Cust Support confirmed over the phone to me.
Additionally my FI confirmed that they support EWC, but not have implemented QC, since they are different from their point of view. And reviewing issues from others it appears to be a new protocol for FI's to support.
If you are aware of an efficient work around that allows users to download FI xactions using QC, do enlighten the user community.

I guess the bigger question is, should FI's be forced to adapt or should the Quicken Mac team maintain the connection protocols that have been historically successful for both the Windows user's and the FI's?
Photo of splasher

splasher, SuperUser

  • 547,974 Points 100k badge 2x thumb
@Reed Welch  You need to reread the link on Connection Types.  It applies to both Quicken for Windows and Quicken for Mac.

The Express Web Connect (Windows) method is called Quicken Connect by the Mac process and is the exact same process.

I'm sorry you were in contact with a Q Cust Support that does not know that, but I can assure you that I am correct, though you will believe what you will.

If you were to read any of hundreds of other posts on this forum, you will find that I am correct and your QCS was wrong.
Photo of Dennis

Dennis

  • 1,094 Points 1k badge 2x thumb
Reed,
Quicken Connect does indeed allow transaction downloads within the Mac 2017 program. Unfortunately, some Financial Institutions, such as your bank apparently, have chosen not to support Quicken Connect. Some don't support Quicken for Mac at all. It's the bank's decision, not Quicken's.
Photo of RickO

RickO, SuperUser

  • 58,394 Points 50k badge 2x thumb
Reed:

Your bank, Washington Financial, only supports Web Connect for Quicken Mac (see below). The other options are grayed out.

As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.



As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

(Edited)
Photo of Reed Welch

Reed Welch

  • 1,080 Points 1k badge 2x thumb
I am still struggling with the local bank in having them adopt QC.

I did get the Discover Card to work with Quicken Connect. It appears that I selected the wrong institution name when initially setting it up. I chose the "Discover Card Account Center" which does not have Quicken Connect.
After choosing "Discover Card" it linked up and is now working.

At some point, maybe the QM s/w team can clean up the financial institution list, or maybe annotate the list with connections types available.
Photo of splasher

splasher, SuperUser

  • 549,868 Points 100k badge 2x thumb
@Reed Welch

Take mistertheplaque's advice in the response below this one.

You REALLY want to establish Direct Connect with Discover Card.  It is the best of the connection method types and is FREE with Discover Card.  Quicken Connect is prone to problems any time a change is made to the website, whereas that does not happen with Direct Connect.
(Edited)
Photo of RickO

RickO, SuperUser

  • 58,394 Points 50k badge 2x thumb
Ditto what splasher said.

To change the connection type, click menu Accounts > Settings, then the Change Connection Type button:



On the next screen, click the Options button:



Then choose Direct Connect and Continue: 



And, BTW, the Options button and connection type screen are available when you are setting up the account. That's how you know which connection types are available.
(Edited)
Photo of Reed Welch

Reed Welch

  • 1,080 Points 1k badge 2x thumb
Thanks for the tip.
I tried it and it wouldn't allow linking to the existing account, so giving it a pass for now.
I did allow it to set up a new account. Same account balance as the existing account, but the renaming convention was way out of whack, and I would have had to edit, categorize and tag way too many transactions.

If I run into problems I'll remember this, but for now using what works.
Photo of Reed Welch

Reed Welch

  • 1,080 Points 1k badge 2x thumb
Update, with prodding my small local FI (Washington Financial) has finally implemented Quicken Connect for QM2107. And to my pleasant surprise, updating my data files with this connection was painless.
Not sure it helped, but I did provide them with links to this community which indicated that it should be relatively easy.
A shout out to those users that posted / assisted!!
Photo of RickO

RickO, SuperUser

  • 58,394 Points 50k badge 2x thumb
Reed, Thanks for closing the loop on this thread. Good to know that you were able to get them on board.
Photo of mistertheplague

mistertheplague

  • 4,642 Points 4k badge 2x thumb
FWIW, I import from Discover Card via Direct Connect in both QM17 and QW17

This conversation is no longer open for comments or replies.