How to change a bank accounts User and PW

miltonei

Hello:

I have my bank accounts set up on my Quicken file for downloads. The problem I have is that I have 2 sets of Usernames/PW for my online banking. I currently use one of those sets for Quicken downloads, but I wish to switch some of those bank accounts to my other set of User/PW for Quicken downloads.

I've already tried disconnecting those bank accounts in Quicken, and erasing the PW from Keychain and Passwords apps. When I try to connect the bank accounts again by "Add a new acount", I am able to put the new set of credentials in, and are accepted, but when Quicken shows me the list of bank accounts to add, it only shows me the accounts I never added to Quicken. I have not been able to get Quicken to show me the accounts already set up in Quicken and later Disconected so I can connect them again and link them to the proper existing account in Quicken.

I searched the web and that is the only method I find, but something is not working for me. I simply want to put new online banking credentials for accounts I already download to Quicken under old credentials.

Thanks to all for any help you can give me.

I have Quicken Classic Deluxe by subscription, Version 7.10.1 on Mac OS 15.2

Quicken Anja

Hello @miltonei,

I apologize for any inconvenience caused by this issue.

First, could you please provide the name of the financial institution you are experiencing this issue with?

Check back and let us know! Thank you.

miltonei

Thanks for your reply

Banco Popular de Puerto Rico, www.popular.com

Quicken Anja

Thank you for providing the name of the financial institution.

To clarify and gain a better understanding— Was the old credentials replaced with the new credentials on the bank's end? Or are both old and new credentials separate and still working on the bank's website? If so, is there a reason for having the 2 separate credentials (i.e.: authorized user accounts, etc)?

Let us know! Thank you.

miltonei

both set of credentials still work
I have 5-6 accounts with the same bank

Some of those accounts show up using both sets of credentials. Others only show up with one specific set and not the other.

When setting up quicken I used both sets of credentials randomly. But now most of the accounts that only show up on the second set of credentials will stop being used. So I want to re-set the accounts that can use both sets but were set up with the set about to be not needed anymore. These accounts need to be reprogrammed to use the credentials I plan to keep using.

I know it’s a little confusing to explain. I hope I was able to clarify it.

Quicken Anja

Thank you for the additional information.

In that case, I recommend creating a new (test) file and try adding the accounts in the test file to see if you receive the same result there. Once that is done, you can switch back to your original file.

Please, review this support article for instructions on how to create a new file and how to switch back to your original file afterward.

Let us know how it goes!