having Chase problems-is there an up to date set of instructions on how to do this? TY

JimJ
JimJ Member ✭✭
edited October 2022 in Download, Add/Update Accounts (Windows)
my first attempt created a new credit card account in Quicken. i have deleted it. prefer to keep my several years of Chase Visa transactions. TY

btw--I was unable to choose certain categories when asking this question

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    You need to first deactivate the account for downloading.  After that is done select Tools -> Add Account and select the Chase button.  After following the steps to setup the account and authorizing it at Chase you should get to a Quicken Dialog that shows you the online account and there is a pulldown list that should allow you to link it to the existing Quicken account.
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