Chase personal account already , adding ink card question

Joel S.
Joel S. Member ✭✭✭

so I have 2 chase personal credit cards, everything updates and works fine.. adding a new ink card, and have to create a business login. I will get my personal cards linked and such, so I can transfer points. Y question, would I change my quicken chase user name and ppw to the business one, and will that update the 3 accounts then ?? I'll add the business card , just not sure if quicken will see personal accounts on the business log in.. or is there another way to do this ??

Quicken classic windows..

thanks much for your time…

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Comments

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited June 18

    the 3 card accts will exist .. in Quicken

    the 2 personal cards & their bank user ID

    And the business card & its own bank user ID

  • Joel S.
    Joel S. Member ✭✭✭

    how would I add a second user id for chase ?? it wants to log me in using the personal id quicken has saved..

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited June 18

    the Quicken process of Add Account would have prompted for your business Chase User/pw -
    then - if using One Step Update screen -
    there would be TWO line entries -
    one for the 2 personal accts and one for the business acct -
    just as if the business acct was at a totally different bank - which it is from a Quicken point of view -

    note the TWO different Chase entries - just like you would have - here…. one has 3 accts - and the other has just 1 acct

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