Transactions Go Into Wrong Account After Downloading Them

109 people found this helpful

This occurs if the wrong Quicken account has been activated for online services with your financial institution. To remove the downloaded transactions from the wrong account either restore a backup or manually delete the transactions.

To resolve this issue:

Delete or cancel any repeating or scheduled payments.
Deactivate online services for the account.
Edit your account information in Quicken. You may need to change the financial institution name, account number, or both. Even if you do not plan to use online services with the account that received the downloaded transactions, you need to edit the account number so you can activate the correct account.
Activate the correct account for online services.
Re-create any payment instructions you canceled or deleted.

Last updated: 05/10/2018 Article ID: GEN82131

Still can't find what you're looking for? Contact Support

Ask our community for help and to learn more about Quicken

* Footnotes and disclaimers

Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2017.
Standard message and data rates may apply for sync, e-mail and text alerts. Visit www.quicken.com/go/apps for details. Quicken app (“App”) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products.
Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on QuickenBillPay.com as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above.
Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken License Agreement. You can manage your subscription at your My Account page.
2018 release of Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken for Mac 2018 release imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.
30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See www.quicken.com/30dayguarantee for full details and instructions.
Quicken for Mac software and the Quicken mobile app are not designed to function outside the U.S.
The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income.
VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners.
EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners.