Unable to link a Line of Credit (credit card acct) to a checking acct

330ScottO
330ScottO Quicken Windows Subscription Member ✭✭
edited November 5 in Download, Add/Update Accounts (Windows)

Edit, I got it. So as Roseanne would say "Never mind"

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I have just created two accounts and cannot get them to link.

A basic checking account and a Line of Credit account that was setup as a credit card account per Quicken's help files. (This is NOT for a HELOC)

Is there a writeup as to how to properly get them to interact with each other, because I am at my wit's end.

I can do this with my other accounts (checking, CC's, investments) but not with these newly created accounts. So why not these two? It's driving me nuts.

Win11 & Quicken Classic

Any assistance would be greatly appreciated.

TIA

Scott

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Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If, as you said, "you got it" … what was the solution? What did you find that made it work?

    Other users who might have the same issue could benefit from your solution.

    TIA

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @330ScottO,

    Glad to hear you were able to get it working!

    As @UKR mentioned, it would definitely help other users if you could share what the solution ended up being. Sometimes the smallest step is the one that makes the difference.

    If you don’t mind, can you let us know what fixed it?

    Thank you!

    -Quicken Anja
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