“Important Message” in Quicken
I’ve been using Quicken for many years … and for the past 8 years or so I’ve had this annoying problem. Every time I would download transactions from my bank, I would get this dialog box popping up …
Of course Bank One had been bought out by Chase a few years ago, so the message was clearly wrong.
I finally got fed up with the annoyance and started searching for a solution … and I found one on the Quicken Community forums.
Here’s what I did to fix the problem …
- Back up the data file (just in case).
- Go to the “Online” menu, “Online Center”.
- While holding CTRL and F3, click on “Contact Info”. A dialog called “FI Action Required” should open.
- Locate and highlight the institution contained in the “Important Message” dialog, make sure it is the exact same one (in the case of credit cards there may be different states involved.
- Click “Delete”
- Click “OK”
- Perform a test one-step update to see if the message is gone.
In my case, when the “FI Action Required” dialog was displayed, I saw this …
Notice the two entries for “Bank One”? When I tried to delete the first Bank One entry, I got an error indicating that accounts were associated with this financial institution. But when I tried to delete the “Bank One (Chicago)” entry, I just got a warning message, and it deleted.
Then I ran the “One Step Update” and didn’t get the “Important Message” dialog!
6 October 2007 5:23 pm 18 Comments
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By Pete, 11 June 2009 @ 3:52 pm
Bravo! I’ve been annoyed by this for years and finally searched and found the answer here. Thanks for posting.
By Adam, 3 July 2009 @ 7:00 am
Thanks so much! I have had the same problem for years! This worked perfectly. I really appreciate it!!!!
By http://emailtoid.net/i/15b0a791/59992ff8/, 3 August 2009 @ 3:49 pm
I have tried this. Firstly, when I use control-F3-Contact Info, I don’t get the FI action required box. Instead I get “refresh online transaction information” box. Secondly, the institution from which I get the error message is not on the list. Thirdly there is no delete option to click. Does anyone have additional info that will help me?
By Ai, 10 September 2009 @ 9:33 pm
Thanks for the tip. However, it only worked when I did F3-control-Contact Info instead.
By Larry, 27 September 2009 @ 8:17 pm
Thank you very much! Two years of pain comes to an end!
By Rich, 28 October 2009 @ 6:28 am
Thank you so much! This got rid of the message for ” ZZZ – TD Banknorth NA -OLD “, which was driving me crazy!
By Damon, 5 November 2009 @ 4:23 pm
This doesn’t work for me. Could it be because I run Quicken 2008 on a virtual XP machine on a Mac? CTRL+F3 does nothing. But CTRL+COMMAND+F3 gives me “Refresh Online Transaction Information” box.
By bari fisher, 5 November 2009 @ 7:33 pm
oh my i have been tearing my hair out trying to fix a similar error. thanks for the post!!
By David Sclove, 6 November 2009 @ 2:59 pm
If you are using Parallels Desktop for MAC, you can define keystrokes to be equivalent to Control+F3. Go into Parallels Preferences -> Keyboard and Mouse and you can define keystrokes. I set up “Control+3″ to be used for “Control+F3″ and now it does what it is supposed to do in Quicken.
If you have different virtual machine software, perhaps there is a similar capability.
By Damon, 6 November 2009 @ 4:41 pm
Thanks! Actually using VMWARE FUSION, but fiddled with the keyboard shortcuts and got it to work! I’ve been seeing that TD Bank error message for so long, I’ve forgotten what a clean startup and close looked like.
By Kaufkin, 10 November 2009 @ 9:35 pm
Thank You!! ‘ing Quicken Tech support couldn’t get it done, but you managed to provide an easy fix. and it worked. Thanks!
By Brad, 11 November 2009 @ 9:33 am
WOW my ZZZ-TD Banknorth NA-OLD disappeared too. Thanks
By Richard Macdonald, 12 November 2009 @ 3:05 pm
Wow. Thanks for the tip. This has been bugging me for almost three months.
By Jeff P, 22 November 2009 @ 1:11 pm
Thank you for your research and help on this issue. This problem has plagued me for over 5 years. I came to hate it. Your simple solution resolved this multi-year problem for good!
By chiefexec, 27 November 2009 @ 11:05 pm
Brilliant! This message has plagued me for nearly 10 years. What a relief to be rid of it. Thanks!
By Jason P, 28 November 2009 @ 5:09 pm
You da man! Six months of TDBanknorth bugging the heck out of me on every single update transaction and your post allowed me to resolve in in 2 minutes. Much appreciated!
By John W, 28 December 2009 @ 7:37 pm
Awesome … got rid of ZZZ-TD Bank North that’s really annoying. Worked in Quicken 2010, just switch to classic menus. Thanks!
By Bryan, 28 February 2010 @ 5:47 pm
Thank you so much! This has been driving me batty for over a year.