New Account went in the wrong account category

Options
Robert Jenkins
Robert Jenkins Member ✭✭
edited July 2023 in Download, Add/Update Accounts (Windows)
I had to close my checking and investment accounts and open new ones due to a potential breach, but when creating the new accounts in Quicken, it put my checking account under investing instead of under banking. How do I get it under banking?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
    Options

    Hello @Robert Jenkins,

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

    Before I can further assist you, I require some more information. Which financial institution are you experiencing this issue with? What is the connection method with said financial institution? You can see the connection method by navigating to Tools > Account List. Do you receive any error codes or messages?

    I look forward to your response.

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.

Categories