Quicken change the Bank institution of an account

FAB Member ✭✭

For some reason, an account with a local bank was changed to be attached to a national bank. I use both banks. this change seems to have occurred in October 2022. I am just realizing that the balance of the local account is incorrect. It has not be updated because it is being seeked at the national bank. I tried to fix it under "edit account". I put in the correct routing number but it did not fix it.

So to understand that there are several OTHER accounts in both the local and national banks that work perfectly. Clearly the older transactions of the messed-up account are accurate; i.e., they are consistent with the local bank.

I need help to fix this please.


  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @FAB,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing this issue.

    To clarify, one of your local bank accounts is receiving online banking services from a different financial institution also located in your account list yet the other accounts at both your local bank and large financial institution are all working as expected?

    If so, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve itPlease, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).

    1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
    2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
    3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
    4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
    5. When finished, close the Account List
    6. Close, then re-open Quicken
    7. Navigate to Tools > Add Account 
    8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
    9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

    Once that is done, see if the issue still continues to persist.

    Let us know how it goes!

    -Quicken Jasmine

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