info

"IZ LENZNER" wrote

If you really want to change the name of the "account", go to:

Tools > Account List > (select account) > Edit

and key the new name in the Account Name field on the General Information tab of the "Account Details" dialog box.

But since you imply there may be something to the fact that the financial institution offers downloads, perhaps it is the "financial institution" name that you want to change. And perhaps you have the account "activated" for downloading.

You can take the same approach as above, but you must first "deactivate" the account for downloads. Do that on the Online Services tab of the "Account Details" dialog box.

Be advised that deactivating and re-activating an account for downloading will usually cause you to get a bunch of transactions downloaded that have been downloaded before, when you do your first download after re-activating. If you really have a different financial institution, you may be better off creating a new Quicken account.

The above is based on Q2005; you did not specify what version you are using; your path and the names of things may vary somewhat if you do not have Q2005.