Bank downloads to wrong account

laser16208

I have been trying to download an .qfx file from my bank into my primary checking account register. Every time, it creates a new checking account register. This has happened several time for various account registers. Suddenly all downloads from my savings will go to a newly named savings account register. How can I insure that all .qfx file go into the correct account register?

Quicken Anja

Hello @laser16208,

I'm sorry to hear about the trouble you have been experiencing.

First, could you please provide the name of the financial institution you are downloading the .qfx file from?

Also, please right-click the account name it's supposed to link to and select Edit/Delete account, then navigate to the Online Services tab. In there, please tell us what, if anything, it says next to "Connection Method" as shown in the example below.

Check back and let us know! Thank you.

laser16208

The institution is Call Federal Credit Union.

Thanks for your help

Quicken Jasmine

Hello @laser16208,

Thank you for providing more information.

First, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Navigate to Tools > Add Account 
8. Search for Morgan Stanley Cash Management
9. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
10. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Please let me know how this goes!