bank links are lost because I restored from a backup and share account with spouse

lbolwell

I have been downloading from Chase with two sign ons (me and spouse) for years. I had assigned most of the accounts to my sign-on and just the credit card where he is primary to his sign on. Had to restore the file from a backup yesterday (first time ever).

Now when we do one-step update, it links us to Chase and wants to link the other accounts to his sign on. The message is that the account links are lost, the message mentions this is probably because of a backup restore. You go through the "fix-it" and tell it not to add the accounts. It then just breaks the link again.

We fix it under his sign -on (be telling Quicken to ignore those accts). W'hen we go back to my sign -on all links are broken again. If I restore them using my sign on - they appear as broken when he signs-on. Quicken should not even be talking to these accts when he is signing on.

I see someone had this problem after a restore in April 2023 and was not able to resolve it. Is this file now broken forever, because it's a restore from backup with two users for an account?

Hard to believe that Quicken cannot fix this problem. Been using it for 20 years and now it's become impractical because of my using the restore function!!

lbolwell

Help?

Boatnmaniac

If all of the accounts can be downloaded with your spouse's login, then why not deactivate all the accounts and do Add Account with your spouse's login? Just make sure to Link all the downloaded accounts data to the correct accounts in Quicken.

Boatnmaniac

I should also add: As a precautionary measure, if you have not already done this, enter and save the Opening Balance transaction dollar amount into the Memo field. Do this for each account. Then backup your data file before proceeded to deactivate and do Add Account.

Sometimes, when changing the connection method the Opening Balance dollar amount will get changed. By doing this precautionary step, if it happens to you it will be very easy to know how to fix the issue.