Question about deleted account - how to get it back (edit)

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lmacmil
lmacmil Member ✭✭

So I accidentally deleted a CD account from my bank. Does this set some kind of flag at the bank that prevent Quicken from re-creating the account? I deleted the account in Quicken also but when I update, it deleted CD account doesn't get re-created.

Is restoring a backup the only way to get it back? And if I do that, will the other accounts (credit cards, etc.) also get updated via 1 step update?

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  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @lmacmil,

    To restore a deleted account, you will need to restore a backup. All other accounts can be brought current through One Step Update.

    If needed, please, review this support article for instructions on how to restore a backup.

    Hope this helps!

    -Quicken Anja
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  • Ps56k2
    Ps56k2 Alumni ✭✭✭✭
    edited June 11
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    I'm confused -

    how did you delete your CD account "at the bank" ?


    and then - you also deleted the Quicken account ?

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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    Does this (deleting an account in Quicken) set some kind of flag at the bank that prevent Quicken from re-creating the account?

    No. you should be able to create a new account in Quicken connected to the bank’s CD account, if the bank supports that. I don’t know why that is not working for you. But it is also likely the full history of the CD would not be downloaded to the new account. The only way to get that full history back would be the file restoration @Quicken Anja identified.

  • lmacmil
    lmacmil Member ✭✭
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    The bank (it's a credit union actually) shows the money market and each CD as a separate account. I just renewed a couple CDs and one was given a new number and the other was not. I was not paying close enough attention when I did the update in Quicken and when it asked me if I wanted to delete one of the CD accounts, I thought it was the one that had been given a new number. My mistake, which I won't make again.

  • lmacmil
    lmacmil Member ✭✭
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    That's what I had hoped. It didn't work today but I'll try again tomorrow before I resort to restoring a backup (which fortunately is only 10 days old.)

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    If you delete an account in Quicken, you can certainly add it again, but it might not bring back all the transactions, depending on how long you have had the account and how much history the financial institution allows for downloading on the initial adding of the account. It will also mean recategorizing all the downloaded transactions.

    It sounds like you tried this, but it didn't work for you. Did you actually try adding the account or didn't you just think it would come back if you did a One Step Update? You need to select Tools → Add Account and go through the full procedure to readd it.

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  • lmacmil
    lmacmil Member ✭✭
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    Today it worked and added the account back via one step update. Thanks for your help.