Bank Password Change
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Fisherman0
Member ✭✭
I recently had to change my bank password. How do I make that change in Quicken to enable bank downloads. I do not use the password vault. Thanks in advance
0
Best Answer
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Hello Fisherman0,
That is a good question!
To start all of the accounts associated with the bank will need to be deactivated.
To deactivate an account, select the account on the left-hand side of Quicken.
Then, go to Settings in the bottom right-hand corner.
In the settings menu select "Troubleshooting > Deactivate Downloads".
Repeat this step for all accounts that are associated with the bank that has had the password change.
If this is for one account, you can then go back into Settings and choose "Set up Transaction Download" find the bank and enter the new password.
If there are multiple accounts, go to the (+) and choose Checking.
Find the bank in the bank list and sign in.
This will then pull up a list of accounts, ensure that the action column states "LINK" and not "ADD" as add will create duplicates.
Hope this helps!
Let me know if you have any questions about the process!
-Quicken Tyka~~~***~~~5
Answers
-
Hello Fisherman0,
That is a good question!
To start all of the accounts associated with the bank will need to be deactivated.
To deactivate an account, select the account on the left-hand side of Quicken.
Then, go to Settings in the bottom right-hand corner.
In the settings menu select "Troubleshooting > Deactivate Downloads".
Repeat this step for all accounts that are associated with the bank that has had the password change.
If this is for one account, you can then go back into Settings and choose "Set up Transaction Download" find the bank and enter the new password.
If there are multiple accounts, go to the (+) and choose Checking.
Find the bank in the bank list and sign in.
This will then pull up a list of accounts, ensure that the action column states "LINK" and not "ADD" as add will create duplicates.
Hope this helps!
Let me know if you have any questions about the process!
-Quicken Tyka~~~***~~~5
This discussion has been closed.