Problem downloading bank transactionsI had been using Quicken

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khunter
khunter Member ✭
edited February 3 in All Things Canadian (Windows)

I'm from Canada and I recently switched from Cash Manager 2008 to Classic Basic. Several years ago my bank changed the designation of my chequing account to a savings account and my savings account to chequing account which resulted the transactions being downloaded to the wrong accounts so I started entering the transactions manually. I recently upgraded to Quicken Classic Basic and the problem is still occurring. Can someone please advise me how to get the transactions to download to the correct accounts. Thanks.

Answers

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    Try disconnecting ALL accounts at the bank and re-connecting them with the proper accounts.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Arctic Hare
    Arctic Hare SuperUser ✭✭✭✭
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    And, adding to what @NotACPA suggested, you can Move Transactions to do a bulk move of transactions from one account to the others.

    @khunter are you using Web Connect or Express Web Connect?

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