How do I delete a duplicate account?

jess2g
jess2g Quicken Windows Subscription Unconfirmed, Member
edited September 2022 in Download, Add/Update Accounts (Windows)
I downloaded bank activity and now I have two of the same account.

Answers

  • Frankx
    Frankx Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Hi @jess2g,

    First you need to determine which account you want to keep and which you want to delete.  I suggest that you keep the initial one - as long as it still connects with the financial institution for downloads - on the assumption that it contains the most data.  Next open up the account you want to delete and click on the "Gear" icon in the upper right hand corner > Select "Edit account details" in the drop-down list > in the next window - Click on the "Delete Account" button (in the lower-left of the pop-up window > in the next pop-up window - type "yes" in the box to confirm - then click "OK".

    That should do it.  Let me know of you have any followup questions.  And let me knw how that goes.

    Frankx

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