Web Connect Select Current Named Accounts Instead of Creating New Accounts

pstreicher

I recently tried the Fidelity Web Connect Update. Transactions were downloaded and waiting for me to match them. Unfortunately a completely new account was added for these transactions.

I deleted the account and transactions for the time being. My next thought was to do a 'MOVE' to the proper account that I custom named. I'm hoping I can do a bulk move and not one transaction at a time as this would be very cumbersome.

I am using Quicken Business and Personal R65.29, Build 27.1.65.29 on a Windows pc

A suggestion would be for a window to open up asking which account I would like the transactions to update or match to.