Download transactions from two credit cards to one account register

Chris B
Chris B Member ✭✭
in Download, Add/Update Accounts (Windows)

There are two of us who share a credit card account with Fidelity Investments. I have the primary and allow a family member to have a card as well, with me being responsible for the charges. Until recently, all transactions downloaded to the same Quicken register; and in fact both credit cards had the same number. Recently, Fidelity decided to issue separate credit cards, with separate credit card numbers, although the primary account holder remains responsible for the total balance. Now, the transactions on the second card do not download to the register. Is there a way to address this? The basic issue is that I want to continue to monitor all charges on the master account, which includes both cards, since at end of the billing cycle that's what I'm responsible for. Is this possible to do?

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  • thecreator-b
    thecreator-b Quicken Windows Subscription Member ✭✭✭

    Hi @Chris B ,

    The problem is the other family member have Quicken file, for their use and a copy of the transactions as well? They might have downloaded the transactions, before you had downloaded them and therefore, either Quicken or Fidelity blocked duplicate transactions.

    Not a solution, but that's what might have happened?

    thecreator-bTesting Quicken Subscription Beta B63.19 (Nov. 2023) Installed 24/7.
    in Windows 10 Pro 64-Bit Build 19045.3693 Quicken Classic Business & Personal

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