web connect from bank going to wrong account in Quicken for Mac

Bonnie Optekman

Every time I try to download activity from my bank via Web Connect, the info goes to last year's account. I've disconnected that account from my Bank. I've recreated this year's account a few times. And no luck. This is the second year this has happened. When it happened last year, the representative on the phone figured out a way to make it learn.

Any ideas?

Thank you,
Bonnie

Bonnie Optekman

Ok. I will forge ahead.
Thank you for your thoughtful response.

Bonnie Optekman

For easier organization and report generation

jacobs

Searching, viewing transactions, and report generation would be easier if you kept one account spanning multiple years. You're basically trying to fight against the way Quicken is designed to work. 

John_in_NC

Bonnie:

When you state "goes into last year's account", do you have the years broken up into separate files? Or, do you have multiple years broken up as different accounts within the same data file?

Bonnie Optekman

Rick, I have multiple years broken up as different accounts within the same data file.
I always thought that was safer - in case a file is corrupted - and allowed me a quick look at the year without opening one huge file.
I guess others don't use this strategy.

Bonnie Optekman

Ok. I will forge ahead.
Thank you for your thoughtful response.