Chase Bank's New Connection Method

Ken MacLeod

Chase Banks new connection method is a complete and utter disaster.

First of all you have to disable all of your Chase accounts otherwise there added as new in Quicken. The option to reset the account is not available. I tried this method and it downloaded a bunch of transactions and all of my account balances were incorrect.

I then restored my backup and tried a different method. I added them as new in Quicken and tried to copy and paste my existing transactions into the added accounts. This didn't work either.

Until Chase Bank and Quicken can fix this issue I'm going to download my transaction via the bank website.

spacenorman

[Removed - Rant/Unhelpful]

JanGilbert

This type of thing has happened in the past, and I have spent countless hours fixing. I hope Quicken can at least tell us if we can merge the new account with the old???

Ken MacLeod

Quicken came out with an update which allows you to link your accounts. However, when you link the accounts it downloads a bunch of transactions and changes your account balances. For example my checking account balance went from $568 and change to $3485 and change.

Chris_QPW

JanGilbert said:

This type of thing has happened in the past, and I have spent countless hours fixing. I hope Quicken can at least tell us if we can merge the new account with the old???

The standard way to do that is covered in this FAQ.  Note that you will want to merge the old into the new, not the other way around because it is the new one that is setup for Express Web Connect +.
FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken

Chris_QPW

Ken MacLeod said:

Quicken came out with an update which allows you to link your accounts. However, when you link the accounts it downloads a bunch of transactions and changes your account balances. For example my checking account balance went from $568 and change to $3485 and change.

I think this is what is happening:
https://community.quicken.com/discussion/7919194/goals-and-realty-dont-meet-here-no-automatic-way-to-do-chase-conversion

Murali Narayanan

I found a Quicken bug after the new connection method. The balance on 2 accounts (one checking and one credit card) were incorrect. After doing some research found the problem. It had changed the opening balance in the accounts by the amount of my latest transaction. See attached screenshot. YMMV.