When I updated my bank accounts after updating my consent to share, Quicken created all new accounts instead of adding to my existing accounts. What did I do wrong? How can I merge the new accounts with the old ones?
Thanks for the tip. I went to my previous backup and tried to update again. Same as yesterday, Quicken said the bank needed a revalidation which required my signing in to the bank account. It was there I was given a list of the accounts to update — 5 in all. Since I had renamed all of those accounts in Quicken, I tried to see if I could rename then from the list the bank presented. Nope, it wouldn't let me do it. I'll go back next and rename the Quicken accounts to what the bank has and try again. I'll let you know if that works.
I finally called Quicken help. The agent I talked with was able to guide me through the reactivation/update account process, and, as you suggested, he took me to the add account tab where I was able to link the names the bank had with the names I had. Thank you again.
The easiest thing to do, assuming that this happened just a short time ago, would be to open a backup prior to your updating of consent and work through the process again.
I say this because - I'm guessing here - you clicked on the "Add Account" option when Quicken presented you with a list of accounts at the bank and asked you how you should handle them. The correct response would be to "LINK" them to the existing Quicken Accounts, properly.
