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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
How do I change "Financial Institution" in account list?
catman07
My mortgage company was bought out by another company. I would like to keep my original loan account and just change the account number and "Financial Institution" on the accounts page. It allows me to edit the information but it will not save it. Can anybody help?
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Accepted answers
UKR
If you're talking about changing the
Account Name
, as it appears in the Account Bar, you can change that any time in Edit Account Details, by changing the "Account name" field.
If you are talking about the
Financial Institution name
... if the account is currently connected for transaction downloading, it cannot be changed unless you deactivate the account and then reactivate it using the new bank's name. Depending on your Quicken version, this may or may not be possible for loan accounts.
Don't forget to also change the Scheduled Reminder that you are using to record your monthly payments.
All comments
UKR
If you're talking about changing the
Account Name
, as it appears in the Account Bar, you can change that any time in Edit Account Details, by changing the "Account name" field.
If you are talking about the
Financial Institution name
... if the account is currently connected for transaction downloading, it cannot be changed unless you deactivate the account and then reactivate it using the new bank's name. Depending on your Quicken version, this may or may not be possible for loan accounts.
Don't forget to also change the Scheduled Reminder that you are using to record your monthly payments.
Sherlock
To modify the financial institution’s name associated with an account, we must first deactivate the
Online Services
setup for the account. If you haven't already, you may want to review:
https://www.quicken.com/support/deactivate-online-banking-services-quicken-account
. Note: For an online-activated loan account it may be necessary to convert the loan into a manual loan:
https://community.quicken.com/discussion/7164936/faq-how-do-i-convert-a-loan-account-that-automatically-downloads-transactions-to-a-manual-entry-sc
. Once the
Online Services
for the account have been deactivated, you should be able to edit the fields on the
General
tab of the Account Details window: open the account and press
Ctrl + Shift + E
.
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