Adding additional accounts to an account previously listed in Quicken

J Adams

I have an existing checking and savings account listed in Quicken with the same institution. I would like to add four more accounts, but it defaults to the existing accounts when trying to add them. All accounts pull-up under the same login with the credit union. How do we add a new account if they all use the same log-in info?

Quicken Laura

Hi @J Adams,

Thank you for reaching out. I'd be happy to help.

I'd appreciate it if you could share a bit more information so I can better understand what's happening.

• What type of accounts are you trying to add?
• If any of them are savings accounts, do they have any recent activity other than interest?
• What is the name of your financial institution?
• Are these joint accounts accessible with more than one set of login credentials?

I look forward to your response!