American Express Update creates new AmEx Quicken Account

Bob Schenot

When I ran the update, it created a new Quicken AmEx credit card account with a new name, then loaded 72 months (if I remember correctly) of transactions, resulting in hundreds of duplicate transactions. How do I get this update to update my existing Quicken AmEx credit card account?

Quicken Anja

Hello @Bob Schenot,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

Before you begin any troubleshooting attempts, we first advise saving a backup.

Then, I suggest that you please deactivate the new account that was created and then delete it. Please, follow the steps found in this support article to deactivate. Once deactivated, right-click the new account name and select Edit/Delete account and click Delete Account on the bottom left. Follow the prompts to complete the deletion of each account.

Once it has been deleted, attempt to reconnect the original account through Add Account, by navigating to Tools > Add Account..., search for your Financial Institution name, and follow the prompts to connect. Once your account has been found, be sure to link it to the existing account you have already set up in Quicken.

I hope this helps!

DPBlum

Anja left out how "to link it to the existing account". To Link it, you will need to select the drop down menu that is prefilled with "add to Quicken" and then the drop down menu opens in which one of the choices is to "Link the account".

gb1863

I am having the exact same problem—the AmEx reauthorization was successful, and then upon updating, it created a new AmEx account in Quicken (with an identifier based upon my AmEx login user name) and then duplicated all AmEx transactions for 6 or so years. But, I just want to confirm the fix: deactivate and delete the NEW AmEx account in Quiclen created through the reauthorization process and not the OLD AmEx Quicken account that was linked prior to the reauthorization process.

Thanks for the clarification.

rmfindc

I have the same problem with Amex except the new account deleted all past history. I have done the deactivate and the only account Quicken wants to find is the "new" one with no history. If there was a way to merge the past history on the original account and delete the old account, that would be fine, but I don't want to blow away years of data. I'm also having problem with Reauthorizing Amex. I have done this six times and get a confirmation screen that I'm reauthorized, I link to existing account, but I continue to get the prompt to Reauthorize. This is the only account that is completely messed up. Help!