New Bank of America Accounts


I just added the Bank of America to my Quicken, two new accounts, one is checking and one is a credit card. It all loaded into one account, now what do I do? Delete and start again? How do I get it to separate the data?


  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭

    From the sounds of it, you "Linked" the two accounts at BofA into the same Quicken Account instead of "Linking" the BofA checking account to the Quicken BofA checking Account and the BofA credit card account to the Quicken BofA credit card Account.

    If this just happened I'd simply restore "yesterday's" backup and take another run at it. If it's been a while that this has been going on the the other option is to Move the transactions out of the Account where they don't belong over to the correct Quicken Account, then deativate both Accounts for downloading. Reactivate the Accounts for downloading making sure to Link each account at BofA to the correct Quicken Account.

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