Downloading account transactions creates new accounts

MaryOrton
MaryOrton Member ✭
edited April 2022 in Download, Add/Update Accounts (Mac)
Hi, when I download my account transactions from Chase, it creates a new account with the same name. How do I get it to download into the existing account?

Thank you.

Best Answer

  • MaryOrton
    MaryOrton Member ✭
    Answer ✓
    Hey, thanks for your message, RickO. I realized that when I set it up, I didn't click the drop-down menu to choose "link" instead of "create a new account." So now it works. Thanks!

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    I've seen this happen before. Not sure why. I think the easiest solution is to keep the new account. Then select all transactions in the old account and drag and drop them to the new account in the sidebar. Then delete the now-empty old account. I think future transactions will continue to import into the new account going forward.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • MaryOrton
    MaryOrton Member ✭
    Answer ✓
    Hey, thanks for your message, RickO. I realized that when I set it up, I didn't click the drop-down menu to choose "link" instead of "create a new account." So now it works. Thanks!
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