|
Posted by Laura on October 27, 2007, 12:15 pm
Please log in for more thread options I set up the new account as you suggested but I then deleted all of the
transactions that it downloaded. Then I did a transfer of the balance from
the old account to the new one. I called this the Opening balance in the new
account. There were too uncategorized transactions for me to deal with right
now. My old account was giving me an error message because BoA issued new
cards this week with no explanation. We thought they were associated with an
credit card that we rarely use and did not look closely at the paperwork
that came with them. I have now deactivated the closed account.
I am wondering if it would be possible to just edit the account number
associated with the closed account but I suspect Q will still try and
download all of the transactions available on the new account. What a pain.
--
~laura~
>I had a similar situation, albeit not with Citi Bank. In my case my bank
> closed the account and opened me a new one (because my account number got
> in the wrong hands and some transactions had been made by someone other
> than us).
>
> What I did was to make a new account in Quicken for the new
> account number. After all it *is* a new account that they transferred my
> balance too. And d/l everything into it from the date it became
> effective. Leaving my old account and it's info there in case I should
> ever need it to reference it.
>
> I did customize my side bar though so the old account
> doesn't show. (So I'd have to Ctrl-A to go into that account) Thus I won't
> accidentally enter things into it. And after
> I was sure that no more would be downloading to it, I de-activated the
> download for that account.
>
>
>> Quicken 2008
>>
>> Citi Bank informed me yesterday my credit card is in a group whose
>> security has been compromised. They will be issuing me a new card
>> with a new number. I have years of data with this account.
>>
>> Is there a way to functionally just change the credit card number and
>> still use the automatic download systems that Citi Bank supports?
>>
>> Gordon
>> Atlanta
>> _______
>> Gordon Potter
>> Atlanta, GA
>>
>
>
> ----== Posted via Newsfeeds.Com - Unlimited-Unrestricted-Secure Usenet
> News==----
> http://www.newsfeeds.com The #1 Newsgroup Service in the World! 120,000+
> Newsgroups
> ----= East and West-Coast Server Farms - Total Privacy via Encryption
> =----
|