Two credit cards numbers, one account, one Quicken account?

DR806
DR806 Member ✭✭✭
edited April 25 in Download, Add/Update Accounts (Windows)

Is it possible to have two credit card numbers that belong to the same bank account feed into (download transactions to) one Quicken account? If it matters, this is a Express Web Connect+ connection.

Windows Classic

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @DR806,

    Thank you for reaching out! How sub accounts and/or authorized user accounts download into Quicken depends on how the financial institution sends the data. With most financial institutions, all the transactions will download into one account, as long as the account connected in Quicken is the primary cardholder's account.

    I hope this helps!

    Quicken Kristina

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

    I have 1 credit card account with Barclay Bank Delaware, but my wife and I each have cards with different card numbers.

    I get a single monthly statement, with subtotals by card. When I log into their website, I see ALL transactions, from both cards. I make a single monthly payment, which covers both cards.

    In Q, a single account was set up, mine. And when I downloaded into the account, I got all transactions, no matter which of us used their card.

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

  • BK
    BK Quicken Windows Subscription Member ✭✭✭✭

    Ditto with Capital One

    - Q Win Deluxe user since 2010, US Subscription
    - I don't use Cloud Sync, Mobile & Web, Bill Pay

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