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How do you view the existing account number ?

How do you view the existing account number ?

Answers

  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    When you're in the account register, click the gear icon in the upper right corner and select "Edit account details".
    Quicken Subscription HBRP - Windows 10
  • gg0
    gg0 Member ✭✭
    In Quicken for Mac's Menu: Accounts > Settings...there is not an "edit account details" option.
  • lhossus
    lhossus SuperUser ✭✭✭✭✭
    gg0 said:
    How do you view the existing account number ?
    lhossus said:
    In Quicken for Mac's Menu: Accounts > Settings...
    gg0 said:
    In Quicken for Mac's Menu: Accounts > Settings...there is not an "edit account details" option.
    But there IS a line in the section labeled At your financial institution that reads Account Number: nnnnnn that should answer your question.

    As it happens, there are two ways to get to the Account Details window:
    1. In Quicken's Menu: Accounts > Settings
    2. Right click on an account name in the left sidebar and select Edit <account name> Settings.
    Once to the Account Details window by either route you can do limited editing of the details.

    You cannot change the bank account number associated with a Quicken account. That number is determined by the bank and it is associated with the bank Sign On ID you used when connecting your Quicken account to the bank's account. You would have to Deactivate Downloads for the Quicken account from the Troubleshooting tab, and then Reactivate Downloads, linking to a different bank account.
    Quicken Mac Subscription
    macOS Mojave 10.14.6
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