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

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 ✭✭✭✭✭
    Accepted Answer
    "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 ✭✭✭✭✭
    Accepted Answer
    "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
    Katie1234 Member
    Yay! Thank you, Tom!
  • retird
    retird Member ✭✭✭
    edited November 25
    Did you add your sons account on your quicken?
    Windows 10 and Windows 11 (separate computers)..... Quicken Premier (latest update) 20+ year user