Can I download transactions for two different checking accounts at the same bank?

Options
My teenage son and I both have checking accounts at the same credit union. When I log in to his account (with different username and password), his transactions appear on my Quicken account instead of his. Do I need to buy him his own Quicken subscription?

Best Answer

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    "Do I need to buy him his own Quicken subscription? "
    No, you should create a separate Quicken file File > New Quicken File... and put his Account in his file and delete it from your file.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    "Do I need to buy him his own Quicken subscription? "
    No, you should create a separate Quicken file File > New Quicken File... and put his Account in his file and delete it from your file.
  • Katie1234
    Options
    Yay! Thank you, Tom!
  • retird
    retird Member ✭✭✭✭
    edited November 2021
    Options
    Did you add your sons account on your quicken?

    Windows 11 (2 separate computers)..... Quicken Premier.. HAVE USED QUICKEN CONTINUOUSLY SINCE 1985.

This discussion has been closed.