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Posted by Han on April 22, 2008, 7:09 pm
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@newssvr27.news.prodigy.net:
> Thanks, Margaret & Hans,
>
> Good news! It worked! Far better than I had expected. I took that new
> account I had created off-line and deleted it.
> It was bad advice from the CC company in the first place. Then I
> changed the number on the old one, took it back online,
> and bingo, all the transactions were downloaded WITHOUT duplicates. It
> reconciled perfectly with my paper statement.
>
> Thanks again to both of you.
>
> Ed
>
>> Ed wrote:
>>> My Visa had to be cancelled due to unauthorized charges. Under
>>> advice from the credit card company, I created new Quicken account
>>> for the new number and set it up for automatic download. It
>>> immediately downloaded all the currently available transactions to
>>> the new account, many of which are also in the old account.
>>>
>>> I'm looking for the best way to straighten this out.
>>>
>>> I realize I could just delete all the duplicate transactions in the
>>> new account, then hide the old one. However, the most recent paper
>>> statement shows all the transaction under the new account. IOW,
>>> they seem to be treating it merely as a change in account number.
>>> Is there any easy way to do the same thing in Quicken? Manual, one
>>> by one, move of ALL transactions from the old account to the new
>>> one, then delete the old account? But then what happens to all the
>>> linked transactions, e.g., a payment in the checking account
>>> which is a credit to the then nonexistent credit card account?
>>
>> A few times over the years I've had a CC num chg and had always
>> handled it using Han's method. Very simple. This past year,
>> however, I had two CC cards compromised, so the CC co changed the
>> number twice. This time, I created new accounts. I really
>> regretted that at year end when I began running reports for tax
>> prep, etc. I ended up printing reports from each account, manually
>> marking the dup transactions, and then I moved the "real"
>> transactions into my original CC account, finally changing the
>> number and redownloading. I made sure to have backups on hand in
>> case I screwed something up. Fortunately all worked out OK. Many
>> months had gone by, and it was a monumental task to combine all
>> three accounts, but it's a whole lot simpler to keep the original
>> account. After all, it's the same account. Only the number's
>> changed.
>>
>> Regards,
>>
>> Margaret
>
Great that it worked for you too!
I don't know why you didn't get duplicates downloaded, but glad it woked
for you.
--
Best regards
Han
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