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?
checking account info in Q06
Aug 12, 2006
5 Replies
"Scott Lindner" 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?
"Scott Lindner" wrote
Is this a trick question? :)
There is nothing to edit if the data is not present.
"John Pollard" wrote
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.
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That answers it. It's private data for Quicken online access functionality.
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