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Subject Author Date
New checking account advice Marc Auslander 04-11-2006
Posted by Marc Auslander on April 11, 2006, 7:00 pm
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I currently pay quicken to provide on line check writing for my bank
account. I have a few scheduled checks, and a lot of defined payees.

I plan to move to a new bank that offers quicken access directly.

What now?

Do I create a new quicken account for the new bank?

Do I have to reenter all my payee account information?

I don't see how I can convert the old account to the new bank without
messing up my reconcile. And both account need to be open for a
while in any case.
--

Posted by John Pollard on April 11, 2006, 8:18 pm
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Marc Auslander wrote:
> I currently pay quicken to provide on line check writing for
> my bank
> account. I have a few scheduled checks, and a lot of defined
> payees.
>
> I plan to move to a new bank that offers quicken access
> directly.
>
> What now?
>
> Do I create a new quicken account for the new bank?

Yes.

> Do I have to reenter all my payee account information?

Probably. Is this a problem?

> I don't see how I can convert the old account to the new bank
> without
> messing up my reconcile.

You don't need to convert the old account to the new account.

> And both account need to be open for a while in any case.

I don't see a problem here.

--
John Pollard
First initial underscore Last name at mchsi dot com
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