How do I update checking accounts

reh7760
reh7760 Member ✭✭
edited 11:57AM in Download, Add/Update Accounts (Windows)

I have 3 checking accounts tied to 3 investment accounts that will not update anymore. In the Investment accounts, I checked the Cash in a checking account block.

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello,

    Thank you for sharing your experience. I am happy to help!

    I have some follow-up questions for you.

    • How long have these linked accounts not been updating?
    • What financial institution are the investment accounts held at?
      • Are all accounts with the same bank?
    • Where is your data file located?
      • You can see this by going to File. The first file listed at the bottom of the menu is the file you are currently using. The full file path will be displayed there. That's what we are looking for.
    • Is your file being synced/backed up by any third-party services like OneDrive, Google Drive, or Dropbox?

    Additionally, can you share a screenshot of that box you checked off for cash in a checking account? Make sure to remove any sensitive information from it first. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Looking forward to your response!

    Quicken Alyssa

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