linking online bank accounts

Post 57

I am trying to link existing Quicken account info to an online bank account. Each time I try it adds a new account, not linking to the existing account number. How can I not add more accounts and link to existing accounts?

BK

First backup your Quicken data file.

Deactivate that account in Quicken so that it becomes an offline account.

Then in the Account Details, delete all fields relating to the bank and leave them blank.

Quit and restart Quicken.

Go to this offline account's register and use the upper right gear and select "set up online".  Find your bank, go thru the steps and select the "Link to existing" dropdown option which should display the choice to select this particular account to link to.

Frankx

Hi @Post57,

If I am reading your post above correctly:

a) you have a bank account already established in your Quicken datafile, that is not "connected" (that is, you have not been downloading transactions or balances from the bank - you've been entering data manually);
b) you now want to "connect" the account to the bank so that you can download data from the bank.

If this is correct, you should take the following steps:

1) backup your Quicken datafile (just in case);
2) delete any and all "new accounts" that were setup while (as you say above) you were "trying to link".
3) Open the existing bank account register in Quicken > Click on the "Gear" icon in the upper right of the account window > then click on "Setup Online";
4) In the pop-up window - type in the name of your bank > click on the correct "name" of your bank in the list and then click "Next";
5) On the next screen - insert your "Online User ID" and "password" > then click the "Connect" button;
6) Assuming that Quicken locates your account at the bank, you should be presented with a screen that asks you to link your account to your Quicken file.  Continue to follow the on-screen instructions, which may vary by bank.

Let me know if you have any followup questions.

Frankx

BK

First backup your Quicken data file.

Deactivate that account in Quicken so that it becomes an offline account.

Then in the Account Details, delete all fields relating to the bank and leave them blank.

Quit and restart Quicken.

Go to this offline account's register and use the upper right gear and select "set up online".  Find your bank, go thru the steps and select the "Link to existing" dropdown option which should display the choice to select this particular account to link to.

Frankx

Hi @Post57,

If I am reading your post above correctly:

a) you have a bank account already established in your Quicken datafile, that is not "connected" (that is, you have not been downloading transactions or balances from the bank - you've been entering data manually);
b) you now want to "connect" the account to the bank so that you can download data from the bank.

If this is correct, you should take the following steps:

1) backup your Quicken datafile (just in case);
2) delete any and all "new accounts" that were setup while (as you say above) you were "trying to link".
3) Open the existing bank account register in Quicken > Click on the "Gear" icon in the upper right of the account window > then click on "Setup Online";
4) In the pop-up window - type in the name of your bank > click on the correct "name" of your bank in the list and then click "Next";
5) On the next screen - insert your "Online User ID" and "password" > then click the "Connect" button;
6) Assuming that Quicken locates your account at the bank, you should be presented with a screen that asks you to link your account to your Quicken file.  Continue to follow the on-screen instructions, which may vary by bank.

Let me know if you have any followup questions.

Frankx

Quicken Jasmine

Hello @Post 57,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue. 

Before I can further assist you, I require some more information. What version of Quicken are you running? You can see this by navigating to Help > About Quicken. What financial institution are you experiencing this issue with? What connection method are you attempting to use? Do you receive any error codes or messages when attempting to add an account? 

Looking forward to hearing your response!

Post 57

Thank you all. Accomplished what I was hoping to.

Quicken Jasmine

Hello @Post 57,

Thanks for coming back to update us!

Would you mind sharing how you reached a resolution so that if other users are experiencing this issue then they may see this thread for advice?

Thanks again!