How do I update checking accounts

reh7760 · January 14

I have 3 checking accounts tied to 3 investment accounts that will not update anymore. In the Investment accounts, I checked the Cash in a checking account block.

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Quicken Alyssa · January 14

Hello @reh7760,

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

I have some follow-up questions for you.

How long have these linked accounts not been updating?
What financial institution are the investment accounts held at?
- Are all accounts with the same bank?
Where is your data file located?
- You can see this by going to File. The first file listed at the bottom of the menu is the file you are currently using. The full file path will be displayed there. That's what we are looking for.
Is your file being synced/backed up by any third-party services like OneDrive, Google Drive, or Dropbox?

Additionally, can you share a screenshot of that box you checked off for cash in a checking account? Make sure to remove any sensitive information from it first. If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Looking forward to your response!

Quicken Alyssa · February 5

@reh7760,

Just checking in, we haven't heard back from you in a while.

Do you still need assistance?

Thank you!

Quicken Alyssa · February 12

Hello again,

Checking in once more before this thread is closed.

Let us know if you still need assistance.

Thank you!

Quicken Alyssa · February 19

Due to the lack of response, I went ahead and closed this post.

If you still require assistance, please feel free to start a new post.

Thank you!

How do I update checking accounts

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