Change Financial Institution?

Posted by Evan Platt on October 26, 2009, 10:18 am

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So I was banking with Washington Mutual. Now as of today, my online
accounts are with chase.com .

Now, if I go to Tools, Account List, select my old WaMu account,
choose Edit, I cannot change the Financial Institution part.

Is this where I need to make the changes? If not, where and how?

This is Quicken 2009 R6.

Also now if I download a Quicken Web Connect statement, Quicken won't
let me import it - the option to use an existing account is grayed
out.

Thanks.

Evan
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Posted by danbrown on October 26, 2009, 10:31 am

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To change your FI ... do a search within this forum for the phrase
that's your topic title ... the question has been asked and answered
perhaps a hundred times.

db

Posted by Evan Platt on October 26, 2009, 10:43 am

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On Mon, 26 Oct 2009 07:18:06 -0700, Evan Platt

>So I was banking with Washington Mutual. Now as of today, my online

>accounts are with chase.com .

>Now, if I go to Tools, Account List, select my old WaMu account,

>choose Edit, I cannot change the Financial Institution part.

>Is this where I need to make the changes? If not, where and how?

>This is Quicken 2009 R6.

>Also now if I download a Quicken Web Connect statement, Quicken won't

>let me import it - the option to use an existing account is grayed

>out.

I think I found it. Had to delete the account from One Step Update?
That sound about right?
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