Bank of America Checking will not allow link

When I download my data, Quicken creates a new Checking account and will not allow me to link to my already existing Checking account where I have all my bills set up. How can I link these two so I don't have to set everything up again?


  • jacobs
    jacobs SuperUser, Mac Beta Beta
    How about if you keep the new account and ditch the old account in Quicken? To do this, go to the old account, click on any transaction, select Edit > Select All, and then click-and-drag on any of the highlighted transactions over to the new account in the left sidebar. All your transactions from the old account will move to the new account — including your scheduled transactions. Verify that the old account register is now empty, then delete the old account by Control-clicking the account in the left sidebar and selecting delete. You can also Control-click the new account to rename it if you wish. 

    (Before doing this, please make a backup of your data file, just in case something gets messed up and you want to revert.)
    Quicken Mac Subscription • Quicken user since 1993
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