I've been direct downloading credit card transactions from Quicken for many years now. Actually, it's Quicken's Credit Card from Citi bank. I've had to replace the card with a card with a new number and want to know the simplest way to change over the account. Anyone been thought this before??
Thanks
Traveling
I'm not sure I know the simplest way. But I think the basics are that you have to "deactivate" the account for " transaction download". At that point, I believe you can - in effect - set it up for download again, with the correct identifying information. Specifics can vary by Quicken version, download type, and possibly, financial institution.
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