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Add new credit card account to PIN vault?

 

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Subject Author Date
Add new credit card account to PIN vault? Mark Hammer 04-26-2006
Posted by CWGilley on April 26, 2006, 7:17 pm
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Hi Mark,

I use the Premier version, but would think the same should apply to Basic.
The "Add" button should be available in the PIN Vault after you set-up the
new account for online activity.

Good Luck

--

Clayton
30d 28' 51" N
92d 50' 30" W


Using Quicken 2006 Basic here.

I have added an additional credit card account to my Cash Flow bar. Now I
want to set it up to automatically download transactions, as I have with
three other credit card accounts. The first three are set up in the PIN
vault. Now I want to add the new account. However, I see no option to "add
new" to the PIN vault.

Do I really have to delete it and add those other accounts all over again,
just to add another?

What am I missing?

Thanks in advance,

Mark Hammer
Lake Oswego, Oregon, U.S.




Posted by Alex Moreau on April 26, 2006, 9:59 pm
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> Using Quicken 2006 Basic here.
>
> I have added an additional credit card account to my Cash Flow bar. Now I
> want to set it up to automatically download transactions, as I have with
> three other credit card accounts. The first three are set up in the PIN
> vault. Now I want to add the new account. However, I see no option to
> "add new" to the PIN vault.
>
> Do I really have to delete it and add those other accounts all over again,
> just to add another?
>
> What am I missing?


While you may have set the card up for online access with Chase, you must
set up the account within quicken for online access.
Once you do so, the account will appear in the pin vault.

You may do this by:

1) Click on the accounts icon
2) Right click on the account you wish to set up for online access
3) Left click on Edit
4) Click on the Online Services tab.
5) Click on the Activate button
6) Follow the prompts.

Alex Moreau







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