Amex Express Web Connect+ Creating New Account - How do I merge with old account?

jrbrett
jrbrett Quicken Windows Subscription Member ✭✭
edited March 2023 in Download, Add/Update Accounts (Windows)
I have years of transactions in my "old" Amex account. The Web Connect "upgrade" CREATED A NEW ACCOUNT, with about 2 years of txns in them, including all sorts of transfers from my checking, etc. What a cluster. How do I either merge and de-duplicate, or kill the new account but upgrade the connection on my old account? This totally sucks.

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  • jrbrett
    jrbrett Quicken Windows Subscription Member ✭✭
    OK, I was able to go into the old account and chance the connection type. That worked, then deleted the new account. But what a pain. Why didn't the wizard just let me upgrade the existing account in the first place? Oh well.
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Just for others that might run into this. If you were to deactivate the account before trying to switch over, then most likely you would be able to link the online account to the existing one.
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓
    Just noticed this thread, which might explain things:
    https://community.quicken.com/discussion/7928795/botched-amex-re-authorization
  • jrbrett
    jrbrett Quicken Windows Subscription Member ✭✭
    Great, thank you so much!!
This discussion has been closed.

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