Credit union merger, how to balance register

wolfwoman
wolfwoman Quicken Windows Other Member ✭✭
edited 7:42AM in Errors and Troubleshooting (Windows)

Hello, my FCU merged with another & I successfully set up Quicken Basic to download all transactions. My question is how to easily reconcile transactions dating back 2 years, so my accounts are all up to date. I'm using Windows 11 home, Quicken version R65.29, build 27.1.65.29

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  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    When I’ve had to deal with banks being bought out or merging in the past, instead of starting a new account for the new bank I connected the existing account to the new bank and renamed it. I may have ended up with duplicate transactions on the first download but if so they were easy to find and delete.

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