Download from Bank [Edited]

TDalts112
TDalts112 Quicken Windows Subscription Member
edited March 20 in Download, Add/Update Accounts (Windows)

I have an issue with downloads from my bank, accounts downloading to wrong accounts in quicken. Any suggestions on how can I fix this?

Tagged:

Comments

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

    Are you talking about, for example, checking account transactions downloading into the savings account … and vice versa?
    Have you recently had to reactivate or reauthorize accounts at this bank?

    If that is your problem, you need to

    • deactivate all accounts with this bank, one at a time
    • Stop and restart Quicken
    • Use Tools / Add Account to reactivate all accounts. Follow the procedure to sign on to the bank. When you get to a Quicken dialog screen showing the list of accounts found at the bank, very carefully LINK each found account to the correct Quicken account register: Checking to Checking, Savings to Savings, etc.
      Be sure to LINK correctly or you'll be back in the same bad situation with transactions downloading into wrong accounts.
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @TDalts112,

    We haven't heard back from you in a while. Do you still need assistance?
    If so, could you please provide the answers to @UKR's questions and have you been able to try his suggestion?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Categories