You might attempt to create a new account in Quicken Essentials and find that your financial institution is missing from the available list.
This is either caused by using an outdated list or your financial institution simply may not be available to use with Quicken. If this is the case, you will not be able to automatically download transactions and balances into Quicken.
The Financial Institution list is constantly being updated.
To refresh the Financial Institution list and see if yours has been added, follow these steps:
If your financial institution is still missing after updating the Financial Institution list, your bank may not yet be supported by Quicken Essentials. If you want Quicken to be supported, you will need to contact your Financial Institution directly, and inform them you would like them to support downloading into Quicken.
Question: What if the Updated: date does not change, and my bank still isn't listed, but should be?
Answer: This issue can be caused if the Bank List is not being properly updated in Quicken.