Repurposing an old account

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Dbaker450
Dbaker450 Member ✭✭
edited April 2023 in Download, Add/Update Accounts (Windows)
I have an old checking account which I have updated manually. Now I would like to set it up for downloads. Can I do this?
It is a checking account. I think it is called cash account. Do I need to close and open a new account? If so can I recapture history?
My setup is Windows 7.

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  • splasher
    splasher SuperUser ✭✭✭✭✭
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    Is the new checking account anyway related to the old checking account? If not, then make a new account in Quicken and set it up for downloading. The old account isn't going anywhere unless you decide to delete it for some reason (I wouldn't).

    The limit on the number of accounts in Quicken is fairly high, so unless you have created hundreds of accounts over the years, there is no reason to re-use the account.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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    @Dbaker450 - what version of Quicken are you running on your Win7 ?
    … Help —> About Quicken

    Any accounts you have in Quicken should just mimic your real world finances. It's not a parking space concept, with only so many - and you re-use old accounts..

    If you still have this exact same account, then just enable the online downloads.

    If you no longer actually use the account, then just do an Add Account and setup any new accounts you now have.

    QWin - R54.16 - Win10

  • Dbaker450
    Dbaker450 Member ✭✭
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    Thank you for the advice. I wilt begin new account and enable downloads. Old history isn't very useful anyhow
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