“If I open the new accounts at bank 2 will I be able to bring the account data from bank 2 into my quicken file? ”
YES.
“Could I display all the transactions from bank 1 and bank 2 together?”
Define “display.” Are you referring to Reports? You certainly can run all kinds of Spending and other reports that use all 6 Accounts as “sources.” If you want to see each and every transaction from all 6 Accounts in one place you could do that.
They will ALL appear in your Quicken Account List - along the left/right side of the Home screen…. As long as the bank is “supported” by Quicken - as in the Quicken - Add Account - then you can use them….
Just to be sure - what are all the banks, credit unions, or brokerages you want to add to Quicken ? Also - what version of Quicken…. Starter, Deluxe, Premier ?
My single Quicken file supports all my accounts at - Chase, PNC, Ally, Fidelity, Vanguard, Schwab, TRowe
I have Q connected to 5 banks
NO. Your Quicken set of Accounts should mimic your real-world set of accounts. You MIGHT be able to do this by constantly de-activating downloading from one Fiancial Institution (FI), going through the setup process to connect to the next FI, and then doing that again and again, but that's a lot of work and almost certainly would allow errors to creep in. If you want to see all transactions in all Accounts in one place, you could run Register reports and export them to Exel or, at a higher level, run Banking Transaction reports that pull information only from those selected Accounts.
If you have 1 account at each of 5 banks … you need 5 accounts in Q, which should always reflect the real world.
what banks ?
You can see transactions from all accounts whether the accounts are with one bank or many banks using the All Transactions register, accessible via the link at the top of the Account Bar.
