Transactions are being down loaded to the wrong account

Jerry Pederson
Jerry Pederson Quicken Windows Subscription Member ✭✭✭✭
edited July 20 in Download, Add/Update Accounts (Windows)

Downloads, via one step, are being posted to the wrong account in my Quicken. Any ideas as to how to fix is?

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Jerry Pederson,

    Thanks for taking the time to reach out about this!

    To resolve this, you'll want to deactivate both the correct and incorrect accounts, then reactivate them using the Add Account option—making sure to carefully link each download to the correct existing account in Quicken.

    You can follow the step-by-step instructions to deactivate and reactivate in this support article.

    Once reconnected properly, go ahead and delete any transactions that were previously downloaded into the wrong account.

    Hope this helps!

    -Quicken Anja
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  • Jerry Pederson
    Jerry Pederson Quicken Windows Subscription Member ✭✭✭✭

    I deactivated both accounts and reactivated the first account, and it worked fine. The second account would not allow me to activate the account.

    Both accounts are with the same financial company, and they have different usernames and passwords.

    The message I get after trying to activate the second account: Refers to the nickname of the first account I activated, and also, the action is "Don't add to Quicken". I know that I entered the correct information necessary to activate both accounts, but the second account did not activate.

    What now?

  • Quicken Anja
    Quicken Anja Moderator mod

    Thanks for the detailed explanation—that’s definitely odd behavior.

    To help us investigate further, could you please provide the following:

    • The full name of the financial institution you’re trying to connect to?
    • A screenshot of the message you receive when trying to activate the second account, especially the part showing the nickname and “Don’t add to Quicken” action?

    If needed, please refer to this Community FAQ for instructions on attaching a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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