Change Financial Institution?

Oct 26, 2009 2 Replies
E

So I was banking with Washington Mutual. Now as of today, my online accounts are with chase.com .



Now, if I go to Tools, Account List, select my old WaMu account, choose Edit, I cannot change the Financial Institution part.



Is this where I need to make the changes? If not, where and how?



This is Quicken 2009 R6.



Also now if I download a Quicken Web Connect statement, Quicken won't let me import it - the option to use an existing account is grayed out.



Thanks.



Evan


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D

To change your FI ... do a search within this forum for the phrase that's your topic title ... the question has been asked and answered perhaps a hundred times.

db

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E

I think I found it. Had to delete the account from One Step Update? That sound about right?

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