How do I display more than the last 4 digits of an account number when adding to online update

dslobo
dslobo Quicken Windows Subscription Member
edited October 6 in Errors and Troubleshooting (Windows)

Windows
Quicken Subscription
Ameriprise Financial

I have several accounts with the same financial institution that all have the same last 4 digits. Is it possible to show more digits of the account number so they can be differentiated when associating with a nickname in Quicken?

Quicken shows this string for each of the accounts.

Investment XXXXXXXXXXXXXX1234

Best Answer

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    What is used for the "account number" comes from the financial institution. It is very common for financial institutions only to give the last four digits for security reasons. But this leads to the problem that the way Quicken identifies/matches transactions to Quicken account is with that information. Which leads to not being able to properly add these accounts.

    About the only workaround I can think of is seeing if you can get the account number changed for one of the accounts at the financial institution.

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Where are you seeing this, which directly impacts any answers to your question.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • dslobo
    dslobo Quicken Windows Subscription Member

    They are displayed on the Add Account pop up where the account number, type, nickname in Quicken and Action information is displayed. Each account is shown as "Investment XXXXXXXXXXXX1234" showing only the last 4 digits. In my case, 4 of the investments have the same last 4 digits.

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Answer ✓

    What is used for the "account number" comes from the financial institution. It is very common for financial institutions only to give the last four digits for security reasons. But this leads to the problem that the way Quicken identifies/matches transactions to Quicken account is with that information. Which leads to not being able to properly add these accounts.

    About the only workaround I can think of is seeing if you can get the account number changed for one of the accounts at the financial institution.

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

This discussion has been closed.

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