my bank renamed my accounts

Gman4506
Gman4506 Quicken Windows Subscription Member
edited November 2022 in Download, Add/Update Accounts (Windows)
My bank revamped their system and renamed all of my accounts. How do I set up the on-line updates with the new account names with out losing all my transaction data from the "old" (same accounts just renamed) accounts?

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  • Quicken Jared
    Quicken Jared Quicken Mac Subscription Alumni ✭✭✭✭
    Gman4506 said:
    My bank revamped their system and renamed all of my accounts. How do I set up the on-line updates with the new account names with out losing all my transaction data from the "old" (same accounts just renamed) accounts?
    Hello @Gman4506, 

    I am sorry about this problem with account names changing. Thank you for inquiring about this here on the Quicken Community.

    First, what financial institution is associated with these accounts? Are you being asked to change connection methods by the bank or credit union? Lastly, how have your account names changed?

    I hope to provide further information after knowing more about the situation. 

    Thank you,

    Quicken Jared 
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