New connection requirements with Merrill and others
dmosley
Quicken Windows Subscription Member
Hello,
When I update the connection, rather than merge the account with an existing account I already have in Quicken it adds it as a new account with a limited set of transactions. Is there a way to merge the new and old accounts so I have all of my transactions in one place and don't need to update all of my reports?
Thanks.
David
0
Answers
-
A bit more info is needed.
When you do TOOLS, Account List … what shows in the "Transaction Download" column adjacent to both the old and new accounts?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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