Credit Card Number Change

Andy88488

I have a Credit Card whose number has changed due to Fraudulent transactions. Every time I have to deal with this, it is nightmarishly complicated. Quicken creates a new credit card account with transactions which duplicate the old credit card account, then I have to eliminate the duplicate transactions, I have to make certain that the credit card payments don't disappear from my checking account, and I have to make sure that the balances for both cards end up correct.

I was hoping that Quicken or someone in the community might have created a document on the best way to deal with this common problem.

Sherlock

When we're issued a new credit card number, we deactivate the Online Services of the credit card accounts register and when we reactivate the Online Services we link the new account to the existing register: https://www.quicken.com/support/reactivating-deactivated-account

Tom Young

This is a fairly common occurrence and @Sherlock 's advice does usually work,   The key here is to LINK to the existing Account instead of accepting Quicken's default action of ADD. 

You can still end up with duplicated downloaded transactions so I'd make sure that Automatic entry is OFF. That puts all the downloaded transactions down below the register where they are easier to handle and delete.

Andy88488

Sherlock's advice would be great, except that I have already gone through the standard routine, and I now have a new Credit Card account, with three months of duplicate entries. I am trying to deal with this in the best possible way. I have done this many times before, but it is ALWAYS a problem. I hoped that since Quicken creates the three months of duplicate entries, that there is an accepted way of dealing with them.

Tom Young

" I hoped that since Quicken creates the three months of duplicate entries, that there is an accepted way of dealing with them" 

It's not Quicken creating anything, it's due to the Financial Institution sending them to you. There are ways to mass-delete duplicates.  Quicken now allows for that in the Downloaded Transactions window and a SuperUser has written up a process for actually accepting them all into the register and mass-deleting them there.

https://www.quicken.com/support/quicken-downloads-transactions-which-are-duplicates-existing-register-entries

https://community.quicken.com/discussion/7179327/faq-i-have-a-manual-account-i-want-to-activate-for-downloading-how-do-i-prevent-duplicate-transact

Andy88488

Okay thanks.