How do I fix downloading to wrong checking account.

Recently my wife opened a new checking account at Navy FCU. Since I am tracking multiple checking accounts, I selected the wrong account the first time I tried downloading transaction from Navy FCU. Instead of selecting the Navy FCU checking account I selected Bank of America checking account. How do I change where transactions are downloaded from Navy FCU?

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Go to the account to which you want Navy FCU transactions downloaded. Click menu Accounts > Settings. Then click the Downloads tab. Next, click the Reset Connection button. This will allow you to set the connection up as new using Navy FCU as the bank. 

    I'd suggest also going to BofA account's Downloads settings and make sure you've got the right bank selected there.

    Make a backup of your data file before starting changes of this magnitude. 
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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