checking account info in Q06

Posted by Scott Lindner on August 12, 2006, 9:48 am

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I have multiple checking accounts for various reasons. The other day I set
up a WaMu Free Checking account. When I entered the information using the
Wizard to create the account, it pulled down additional information such as
routing number and Customer ID. These fields do not normally exist when you
create a new checking account by hand. I wouldn't mind entering this
information for my other checking accounts but I cannot find a way to access
those fields in Quicken 2006 Premiere. Anyone have any thoughts on how to
do this?

Posted by John Pollard on August 12, 2006, 12:17 pm

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>I have multiple checking accounts for various reasons. The

>other day I set up a WaMu Free Checking account. When I

>entered the information using the Wizard to create the account,

>it pulled down additional information such as routing number

>and Customer ID. These fields do not normally exist when you

>create a new checking account by hand. I wouldn't mind

>entering this information for my other checking accounts but I

>cannot find a way to access those fields in Quicken 2006

>Premiere. Anyone have any thoughts on how to do this?

That information, if present, is edited by clicking "Edit
Account Details" in the Account Attributes pane on the Overview
tab of the account.

Posted by Scott Lindner on August 13, 2006, 7:44 am

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> That information, if present, is edited by clicking "Edit Account Details"

> in the Account Attributes pane on the Overview tab of the account.

What if it isn't present?

Posted by John Pollard on August 13, 2006, 8:29 am

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>> That information, if present, is edited by clicking "Edit

>> Account Details" in the Account Attributes pane on the

>> Overview tab of the account.

> What if it isn't present?

Is this a trick question? :)

There is nothing to edit if the data is not present.

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John Pollard
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Posted by John Pollard on August 13, 2006, 9:46 am

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>> John Pollard wrote

>>> That information, if present, is edited by clicking "Edit

>>> Account Details" in the Account Attributes pane on the

>>> Overview tab of the account.

>> What if it isn't present?

> Is this a trick question? :)

> There is nothing to edit if the data is not present.

I'm not sure where you are trying to go with this, but the
thought occurred to me that you might not realize that info like
Customer ID and Routing Number are basically related to Online
Services. One reason for not seeing those fields would be if
the account is not Activated for transaction download. And when
an account is activated, you enter the Customer ID to activate
it and Quicken gets the routing number from the fi.