Problem with accounts--Quicken created a new account for my credit card
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Nicole
Member ✭✭
About 3 weeks ago I there was a glitch with downloading transactions for my credit card. To resolve it I had to delete the online connection information and re-enter it for the account. Turns out that Quicken created a new account for the credit account and has been downloading all new transactions into the new account. Since I have several years of transactions, it is inconvenient to have them spread across 2 accounts. How do I rectify this situation? Running on Windows 10 and the app just updated to version R25.21.
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Best Answer
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When you deactivated the online connection and then re-activated it you selected the "Add" Account option instead of the "Link" Account option.Deactivate the new Account, make a backup of your file, then move all the transactions in the new Account to the correct old Account. Here's the Quicken Help information about moving transactions:
What if I entered a transactions in the wrong account and need to move it?
There are several ways to move transactions from one account to another.
- You can copy and paste them one by one.
- You can use SHIFT + click to select several transactions, and then choose Edit menu > Transaction > Move transaction(s) (available only in banking registers).
- You can copy transactions to the correct account and delete them from the original location.
- If you want to move transactions into asset and loan accounts (including house and vehicle), credit card accounts, and cash accounts, you can copy a group of them to a QIF file, and then import the QIF file to the new account. If you've purchased Quicken Home & Business, you can also use QIF to move transactions into accounts payable accounts and invoice accounts. Note that QIF import is not available to import transactions into individual checking, savings, 401(k), or any other brokerage accounts. To import transactions into these accounts, see the improved download solution replacing QIF.
Then activate the old, correct Account for downloading. Make sure you specify the "Link" action, pointing to the correct credit card Account.5
Answers
-
When you deactivated the online connection and then re-activated it you selected the "Add" Account option instead of the "Link" Account option.Deactivate the new Account, make a backup of your file, then move all the transactions in the new Account to the correct old Account. Here's the Quicken Help information about moving transactions:
What if I entered a transactions in the wrong account and need to move it?
There are several ways to move transactions from one account to another.
- You can copy and paste them one by one.
- You can use SHIFT + click to select several transactions, and then choose Edit menu > Transaction > Move transaction(s) (available only in banking registers).
- You can copy transactions to the correct account and delete them from the original location.
- If you want to move transactions into asset and loan accounts (including house and vehicle), credit card accounts, and cash accounts, you can copy a group of them to a QIF file, and then import the QIF file to the new account. If you've purchased Quicken Home & Business, you can also use QIF to move transactions into accounts payable accounts and invoice accounts. Note that QIF import is not available to import transactions into individual checking, savings, 401(k), or any other brokerage accounts. To import transactions into these accounts, see the improved download solution replacing QIF.
Then activate the old, correct Account for downloading. Make sure you specify the "Link" action, pointing to the correct credit card Account.5 -
Thank you! Since it had been less than a month since I created the duplicate account, I backed up Quicken, deleted the duplicate account, restarted my laptop, then linked the old account to my credit card company using Link to existing account rather than Add new account. This seemed to work, after downloading, the new transactions now appear in the correct account. Since I had quite a few transactions, it was easier than copying them.0
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