Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Chase Update
jodyh1
I have several Chase accounts (checking, credit card, home equity line of credit)
and have FINALLY managed to process the new authorization where it links the
new account to my current account. I would never have gotten it to work using Quicken’s instructions! Found the correct instructions in a random post (deactivate, then add new accounts, link new accounts to old) - thank you to whoever posted that tip!!!
But while the checking and credit card accounts look ok, the HELOC doesn't
show transactions now. It appears to download the transactions because it asks
about dups as it is loading, but when finished it has a weird screen that just shows
the balance. I've alwavs had it appear as just another debt account with payments
and interest showing as individual transactions. Made it easy to reconcile when
paying extra principal payments.
Anyone else having this problem? I've searched Quicken to see if it is a displav
setting that I need to change but can't find anything.
Find more posts tagged with
Comments
Jeff Howe
This is apparently a new known issue. See
https://community.quicken.com/discussion/7918846/new-9-3-22-chase-heloc-accounts-change-to-credit-card-account-post-migration
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of