Chase Changes???

SCAntonio

Has anyone found a way for the recent changes to the Chase downloads to be somewhat seamless? My first attempt left me with duplicate acccounts. The second was even worse as it linked to the current accounts, but uncategorized/attempted to recategorize 2+ months of payments and transactions. I don't mind updates & changes, but they shouldn't destroy my existing data!

Chris_QPW

See this (spoiler there isn't a way to do it 100% clean, you are going to have to do clean up):
https://community.quicken.com/discussion/7919194/goals-and-realty-dont-meet-here-no-automatic-way-to-do-chase-conversion