Transactions downloaded to wrong account...

DavidH008

Have 2 credit cards with the same bank. Connection had not been working for a while. When I reconnected all transactions for Card 1 and Card 2 went to the Card 1 register. None went to Card 2. I can eyeball them and see which transactions need to be moved to Card 2 but I don't know how to do this within the app (or if it is possible).

I could delete transactions from Card 1 then manually add those transactions to Card 2 but that would mean deleting downloaded transactions. I'd rather not, if given a choice.

Can anyone assist??

RickO

Moving the transactions is easy. Just drag and drop each transaction (or a group of transactions) from the (wrong) register to the correct register in the sidebar.

Going forward, if this continues to happen, I'd suggest disconnecting both accounts then re-connect. When you reconnect, you should be presented with a window which allows you to designate which online account is to be associated with which Quicken account. Make sure you get this set up correctly. Something may have gone wrong in the process the last time you reconnected.