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Cannot Find Financial Institution in the Account Setup Window in Quicken Essentials for Mac

Updated: 1/13/2015 | Article ID: GEN82900

Overview

You might attempt to create a new account in Quicken Essentials and find that your financial institution is missing from the available list. 

Cause

This is either caused by using an outdated list or your financial institution simply may not be available to use with Quicken.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.

If the issue persists after manual update options, this indicates that the Mac User account does not have sufficient Read/Write permissions to the libraries for Quicken, and those need to be corrected.

Instructions

The Financial Institution list is constantly being updated.  

To refresh the Financial Institution list and see if yours has been added, follow these steps:

  1. Click on Accounts at the top of your screen, then select New, and choose the account type you are attempting to work with.
  2. Click on My bank is not on the list at the bottom left corner of the Add [account type] Account window.
    bank_list1
  3. Click the Update List button to start the refresh process.
  4. Click Show List when the update is complete.

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.

  1. Try using the Update List button a couple more times.  If it still does not update, wait 24 hours and try again.
  2. If the list is still not updated to the most current date, you should contact Quicken Support for assistance.

Manually updating the Financial Institutions List

In some cases it may be necessary to manually update the Financial Institutions List.

Manually replacing the FIDir:

  1. Close Quicken Essentials, and open the Finder.
  2. Browse to "username\Library\Application Support\Quicken Essentials\Backup"
  3. Copy the fidirbackup.txt file to "username\Library\Application Support\Quicken Essentials\Downloads"
  4. Rename fidirbackup.txt file you just placed in the Downloads folder to fidir.txt.
  5. Close the Finder, and then open Quicken Essentials, and check for the users Bank name.

If the bank is still not listed, verfiy that the Update date for the FI list in Quicken is recent.  If it is not recent, then it is likely the file you copied to the Downlods folder above has been lost, due to incorrect  Read & Write permissions.

 

Resolving Read & Write permissions for the FiDir:

  1. Close Quicken, and open the Finder
  2. Browse to  "username\Library\Application Support\Quicken Essentials"
  3. Right Click (Control+Click) on Quicken Essentials, and choose Get Info.
  4. Under Sharing & Permissions check to make sure the user has Read & Write permissions on this folder.  (If they have only Read permissions, they need to click the Lock icon and enter their Admin password to unlock the permissions.)
  5. Change the Read Only permissions to Read & Write, and then click the Lock icon again to save the permissions.

 
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