Renaming an account

Oct 15, 2015 1 Replies

I'm using Quicken H&B 2012 on Win 7.



I have two credit card accounts: One Visa and one Mastercard. They are named, respectively, Visa and MCard.



My bank recently discontinued the Master Card and replace it with a Visa. Nothing changed but the card. The first statement as a Visa just carried forward balances and purchases from the Master Card.



How should I handle this in my accounts?



On the one hand, I could do nothing and just let the account stay MCard. No one but me has access to it so it wouldn't cause any confusion. On the other hand, my obsessive-compulsive tendencies move me toward renaming both accounts, one as Visa Personal and the other as Visa Business.



If I rename accounts, what happens to scheduled transaction that are tied to the old names? What is the best thing to do in this situation?


Everything gets "re-pointed" with the rename.

SO, the thing to do is:

1) Take a backup 2) Do the account rename 3) Try it out 4) if you don't like the results, Restore

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