Downloaded CC transactions for wrong account

Jul 15, 2008 2 Replies

I have a problem with a d/loaded cc. I have two Visa's at one Institution. Quicken has d/loaded transactions for one Visa (which I use rather often) but in the Quicken program the transactions are in the queue for the other Visa which I rarely use. How do I switch the Visa without losing the transactions. Also how do I switch them permanently, so that everything is kosher from now on. Using Quicken Dlx 2007 Windows.


Best bet: revert to backup from just before download; deactivate (and re-activate, if doing a Direct download) the two accounts; re-download.

Alternate choice: sort register with the wrong downloaded transactions by date-entered; enter dummy transaction with memo clearly identifying it; Accept downloaded transactions; select all transactions (as you would select files in Windows Explorer) from first one following the dummy transaction to the end of the register and "Move" or "Cut/Paste" them into the correct account; delete the dummy transaction; deactivate (and re-activate, if using Direct downloads) the two accounts.

[You didn't say whether this has happened before, or whether there were any changes in Quicken or at the fi between this download and any previous download that worked correctly.]

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