Tried to set up CD account, but not seeing it in Accounts List

System
System Member admin
edited November 20 in Download, Add/Update Accounts (Windows)

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One Step Update Settings are no longer being saved. How do I fix this?

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  • Dabmills43
    Dabmills43 Quicken Windows Other Member

    I thought I set up an account for a new CD with my online bank but it does not show up in the Accounts List. HELP!

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @Dabmills43,

    Thank you for sharing your experience, and I am happy to help.

    Can you provide some additional information so I can better assist you?

    • When you say you thought you had set up a new account, were these the steps you took to add it to Quicken?
    • Which financial institution is this account held with?
    • Did you see any error message when adding this account?

    Looking forward to your response.

    Quicken Alyssa

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

    Also, for a CD, which would have VERY few transactions (1 a month at likely most), why are you setting it up as a separate account rather than as an investment in a brokerage type account?

    Setting up a CD as an account could lead to MANY, MANY accounts, most of which would be closed … instead of using an investment which would use 1 account with multiple investments … and be much easier to manage.

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

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