UPDATED 9/7/22 Unable to link accounts on Add Account screen during Chase migration process

During the Chase migration prompt, some users are missing accounts during "Link" account flow to their existing accounts.

Although our teams are now investigating this issue, we do not currently have an ETA for a resolution. We apologize for the inconvenience this may cause, and we thank you for your patience. 

If you wish to be notified after any future updates are made regarding this issue, please click the bookmark 'ribbon' icon in the upper right-hand side of the page.

Thank you!

-Quicken Jared 

(Ticket #: 9682928, CTP-4351)

Comments

  • Quicken Kathryn
    Quicken Kathryn Administrator admin
    UPDATE 8/31/22:
    We've determined that this is a design issue with the migration flow in Quicken for Windows. 

    During the Chase migration process, your accounts at Chase are automatically linked to your existing Chase accounts in Quicken.  So, when you attempt to link these accounts on the Add Account screen, your Chase accounts don't appear on the dropdown list, and it appears that you cannot "link" your accounts. 

    However, because your accounts are already linked, there is no need to take any action on the Add Account screen; the screen is presented erroneously.  Simply click "Next" to complete the process without making any dropdown selections.

    We apologize for the confusion--we are working to improve this process in our next release.
    Quicken Kathryn
    Community Administrator
  • Quicken Anja
    Quicken Anja Moderator mod
    edited September 1
    UPDATE 9/1/22

    We have discovered that the above workaround may cause accounts to be duplicated. If you experience account duplication, we advise that you move your transaction history from the old account to the new account by following the instructions provided below.
    1. Click the transaction to select it, click the Edit gear icon in the transaction (on the right side of the entry), and then choose Move Transaction(s). If you need to select multiple transactions, hold the Shift key as you select them, then right-click to choose Move Transactions.

    Move Transactions Between Quicken Accounts

    1. Choose the Move to account from the drop-down menu.
    2. Click OK.

    Once your transaction history has been moved, you can then delete the old account by navigating to Tools > Account List. Click Edit for the account that needs to be deleted. In the Account Details windows, click Delete Account on the bottom left, then type Yes to confirm and click OK.

    Alternatively, if you prefer, you can also wait until this issue is resolved as our teams are continuing to work towards a solution.

    Thank you!
    -Quicken Anja
  • Quicken Kathryn
    Quicken Kathryn Administrator admin
    UPDATE 9/7/22: We have released a patch, R43.20, which should resolve some linking issues; however, some of these issues remain.  We are working on another patch we plan to release very soon to resolve this issues.  

    In the meantime, some users have been able to workaround this issue by deactivating their Chase accounts and then adding the Chase accounts again, which will then allow you to link to your existing Chase accounts.
    Quicken Kathryn
    Community Administrator