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I want to use multiple banks to maintain my accounts. Can I use my single Quicken account to interface with the 2 or 3 banks and have the data displayed in the same instance? I know that I can use multiple accounts from the same bank as I do that now and it works great.
- ONGOING! 11/2/24 Greenfield Savings Bank FDP-102/CC-502 - Quicken
ONGOING 11/2/24. This issue remains ongoing and our teams...
- ONGOING! 11/2/24 Greenfield Savings Bank FDP-102/CC-502 - Quicken
19 paź 2024 · ONGOING 11/2/24. This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc become available.
How does Quicken connect to my bank? When you use Advanced Setup to add a new Quicken account, or when you edit an account that is already set up for Direct Connect, you have the opportunity to choose the method you want to use to connect to your financial institution.
How to merge two accounts. I just moved from Windows to Mac, and my bank accounts were successfully transferred over. But when I downloaded the account updates from the bank, Quicken created new account names and put the updated data in those, so now I have two accounts for checking (old and new), two for the credit card, savings, CD's, etc.
28 mar 2024 · Quicken uses different connection methods to download from your bank. The method Quicken chooses depends on the services supported by your bank, your preferences, and Quicken's relationship with the bank. In this article, we'll break down the four connection methods and the differences between them!
27 wrz 2024 · Go to Add Account in Quicken. Enter Citi Card in the blank request field and select the Advanced Options link below the Citi Logo. Select Continue and then select Direct Connect for the connection and enter your Citi Login info. I was then Linked to my Quicken Account, and updates now work fine.
Until the last 48 hours I had no issue syncing 2 separate logins with different accounts from Chase bank. Now all of a sudden, it is trying to sync ALL Chase accounts with a single login, which won't work because we have separate accounts with separate logins.