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new BOA connection: My checking and savings account numbers are about the same

James Hazel
James Hazel Member ✭✭
edited December 2022 in Download, Add/Update Accounts (Windows)
Actually they are the same only for the last 9 digits, however, since quicken apparently does not send the full number, BOA cannot tell the difference and mixes the transactions when downloading. Is there a fix for this? I have tried mapping the responses to the same quicken account and then manually moving the appropriate account, but lately it just responds with no results. Probably since my savings account is seldom used.
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Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Hello @James Hazel,

    Thanks for reaching out to the Quicken Community with this issue.

    Due to the nature of this issue and the recent migration involving this financial institution, I recommend that you contact Quicken Support directly for further assistance. 

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that I could not be of more assistance!
    -Quicken Jasmine
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