American Express High Yield Savings Account [Edited]

ccpjr
ccpjr Quicken Windows Subscription Member ✭✭
edited 11:45AM in Errors and Troubleshooting (Windows)

I am running Windows 11 and Quicken Premier R67.7. I have an American Express credit card, and one-step update works fine for this.

I have opened an American Express high-yield savings account, but when I go to set this account up for a one-step update, Quicken only sees my credit card account to set up. How can I set up a one-step update for this savings account? They both have the same login and password but different account numbers.

Thank you,

CCPJR

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @ccpjr,

    Thank you for posing this question.

    This is an issue many users run into, and it can usually be resolved by adding the account using the American Express - Delegate instance in Quicken.

    Screenshot 2026-05-04 at 12.50.11 PM.png

    Please try this and let us know how it goes!

    Quicken Alyssa

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