Quicken Account Names
David Green
Member ✭✭✭
Quicken had (and possibly still has) an issue where if you went to your bank's online access and created an alias for accounts, that broke Quicken's ability to download transactions. A few years ago I aliased the bank accounts to make them easier to distinguish. I had to disconnect my online accounts, go back to the bank and remove aliases, then reconnect to resolve the issue in Quicken. If I change the name in Quicken and leave the bank side untouched, will that cause similar problems? On a related note, have the issues with aliased accounts in Quicken been resolved?
Quicken for Windows Premiere
Always the latest version
Always the latest version
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Comments
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Changing the name in Quicken will not affect transaction download ability. Rename to your liking.
I don't have a way of testing, but last I heard is that aliases can cause issues with connecting to some banks.0
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