How do I get cross connected accounts separated?

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Winston452
Winston452 Unconfirmed, Member ✭
edited April 30 in Registers & Transactions (Mac)

Two of my NFCU accounts are cross connected with Line of Credit entries showing in my checking account and vise versa. I think something happened in the new NFCU connection update. How can I get them separated?

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
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    Disconnect both accounts - right click on one of the accounts in the sidebar, select Account Settings, go to the Downloads tab & click on the Disconnect Account button; repeat for the other account. Then select one of the accounts, go back to the Downloads tab and click on Connect Account and it should let you connect both accounts again.

  • RickO
    RickO SuperUser, Mac Beta Beta
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    I'll add that if you have a few transactions in the wrong accounts, you can drag and drop them from one register to the other account's name in the sidebar to move them to the correct account.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
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