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Posted by Jim Orson on September 19, 2007, 11:14 am
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> Jim Orson wrote:
>> I have a cash flow account set up in Quicken with BofA. In
>> this
>> account is a separate checking account and a separate savings
>> account. When I access the BofA website, I have one log-in to
>> access
>> both the checking account and the savings account online.
>> When I
>> download transactions, both checking and savings are updated
>> in
>> Quicken. This is exactly as I want it to be. Now the
>> question: I
>> have added a 2nd checking account to the BofA account. It
>> appears
>> online with the same log-in page as the original checking
>> account and
>> the savings account. How is the best way to add this 2nd
>> checking
>> account to the existing BofA family in Quicken? I want it to
>> behave
>> like it has been, just with 3 parts rather than 2.
>
> I'm confused by your first two sentences, but after that, your
> situation sounds just like mine: I have two checking accounts
> and one savings account with BofA (All Other States).
>
> I don't recall having to do anything special when I created the
> second checking account. I think I just added the account in
> Quicken, then clicked the Activate button for downloading
> transactions.
>
> Quicken knows that accounts with the same financial institution
> name normally download in the same One Step Update.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
>
>
Thanks John, just what I needed to know.
Jim...
PS: regarding your confusion with the 1st two sentences of the original
post - I didn't know what else to call the account. Quicken calls it a
"cash flow account" (as opposed to an "investment" account or a "property
and debt account") in the account bar on the left of the screen. However,
if YOU are confused then I know I am not describing it properly. BTW,
that's a compliment.
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