Updated credit card number problem

MamaB
MamaB Member
I recently got a new credit card for the same account I've had in Quicken. When I tried to download transactions into Quicken from my bank (which automatically used the new number), it set up a different account and put the transactions there. How to I get them into the original account so the history is all in one place?

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Go to the old account. Select all transactions (menu Edit > Select All). Drag and drop them as a group to the new account. Delete the now-empty old account. Rename the new account as desired (menu Accounts > Settings...).
    Quicken Mac Subscription; Quicken Mac user since the early 90s
This discussion has been closed.