Accounts completely intermingled

And you have TEN accounts at one bank because......???????

Not sure of course why HE might have that many, but I do at mine! My credit union creates a separate account for EACH individual CD I purchase, each with it's own 'account number' and each needs to be entered in OSU as a separate 'account' to receive the monthly interest and purchase/sale info online.

Before you ask why so many CDs, it's because of laddering and various maturity dates to spread across the years.

I misspoke - part of the above is wrong.; all the individual accounts (each a separate CD) are from the same Credit Union FI, so there is only one entry for all of them in OSU. Each is listed as a separate account within the account window. Sorry about that.

Back when I had CD like instruments, they were all in one account. Obviously different institutions do it differently! I certainly understand about laddering, though.

Back in the 90's, though, I vaguely recall how I *had* to set them up as individual Quicken account. Nothing to do with electronic updates as I only used that product feature for currency and program updates.