thecreator - User of Quicken Subscription R53.16 USA
Windows 10 Pro 32-Bit Build 19045.3693
Windows 10 Pro 64-Bit Build 19045.3754
Houston Hop said:
I have tried to follow these instructions twice unsuccessfully with bad results. Here is what happened. 1. I authorized successfully. I could not link to an existing account so instead of "link to" an account, I "added" an account. I did not see "+ add" I just "added" This resulted in two Quicken accounts. Fail. 2. I deactivated and then reactivated. I was able to link to the existing account this time. It automatically downloaded many days of transactions (I was unable to delete them prior to this automatic download) and now my account balance is significantly off. What did I miss?
for Quicken/Chase is poorly implemented and pretty poorly described, but I got
it to work.
before doing the relinking of your Chase accounts, do a One Step Update. That
way, after relinking, if anything downloads, it is most likely a duplication
and should be discarded.
Next, make a
copy of your .QDF file, just in case something goes wrong.
For all your
Chase accounts in Quicken, deactivate them. Edit account details / Online
Services / Deactivate.
Login into Chase.
The Security & Privacy tab
to Linked apps and websites and stop sharing with Quicken (you’ll be re-linking
from Quicken shortly).
Tools / Add
account – Chase
it now sees all the proper links and allows you to link to the existing
When I got
done, the account balances had changed. The difference was a new “Beginning
balance” trx that had been added. Once that was deleted, the balances were
bunch of transactions downloaded. They all appeared to be dupes. Fortunately, a
recent update to Quicken gave us the ability to select all the downloaded trx
at once and delete them in one shot.