Postpone Chase Migration Mandatory date?

kattmandu
kattmandu Quicken Windows Subscription Member ✭✭
edited October 2022 in Download, Add/Update Accounts (Windows)
I continue to get messages that customers must update their Chase Accounts before Sept 26 - "You will need to update by September 26th, 2022, when your Chase accounts will no longer be able to connect."

I use Quicken for Windows. There are MANY known issues with this migration, all with no ETA. See the Known Issues page: https://community.quicken.com/categories/alerts. I have not yet performed this migration, and don't want to do it until fixes are in.

Will Quicken/Chase please POSTPONE the deadline until after all the problems are fixed?

What happens to my accounts after Sept 26 if the deadline is not postponed?
(I'm always using the latest Quicken Windows Premier subscription version)
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Comments

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    nope - the date and migration is being dictated by CHASE - not Quicken...
    there seems to be lots of different results....
    I just went thru the migration today - and for me, it turned out ok .... so far -

  • DebVirginia
    DebVirginia Quicken Windows Subscription Member ✭✭
    I just tried to do the reauthorization again today. The balances on my credit card accounts are way off - as they were on previous attempts. I restored to my backup file from the day before. I really am frustrated as I've tried several times to do this and I don't want to spend all day trying to get my accounts to balance again. Any suggestions or thoughts?
  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    In a good file - go to the beginning Opening Balance of each Chase account and copy it into the Memo field. 
    After doing the Chase migration, go check to see if the Opening Balances all still match their Memo field … 
    Also, if any dup transactions are downloaded during the migration - do you Quicken setup to auto-entry those transactions, or do you review in the Downloaded area of the Register? 
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    DebVirginia said:
    I just tried to do the reauthorization again today. The balances on my credit card accounts are way off - as they were on previous attempts. I restored to my backup file from the day before. I really am frustrated as I've tried several times to do this and I don't want to spend all day trying to get my accounts to balance again. Any suggestions or thoughts?
    For some people this process works without any problems.  For others it has minor problems like the Opening Balance being changed or a few duplicates.  For others it is a disaster where it is changing existing transactions and categories.

    Personally, I think for the people that are having problems they can't figure out the better route is to do some of this "manually".

    This would entail.
    1. Restore data file to get back to a good state.
    2. Reconcile all Chase accounts.
    3. Deactivate all Chase accounts from downloading.
    4. Start the reauthorizing process.
    5. When you get to the Quicken dialog that allows you to link to the existing accounts, instead change all of them to create a new account.
    6. For non investment accounts use this procedure to move all the missing transactions from the old account to the new account, and then delete the old account: FAQ: How Do I Move Transactions Between Quicken Accounts? — Quicken
    7. For investment accounts.  Remove any placeholders in the new accounts and then select the the gear icon in the old investment account and then "Move Transactions" being careful not to duplicate any transaction. Note you will want the opening balance transaction from the old account not the one from the new account.
    Yes this is a pain in comparison to doing it automatically, but it should be a one time thing, and it is all under your control opposed to an automatic system that can fail at various spots.
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  • kattmandu
    kattmandu Quicken Windows Subscription Member ✭✭
    > @Ps56k2 said:
    > nope - the date and migration is being dictated by CHASE - not Quicken...
    > there seems to be lots of different results....
    > I just went thru the migration today - and for me, it turned out ok .... so far -
    > https://community.quicken.com/discussion/comment/20297444/#Comment_20297444

    Thank you for the clear instructions. Quicken should post your instructions for all those with Quicken for Windows. I just completed the migration. So far, there are no issues.

    (I'm always using the latest Quicken Windows Premier subscription version) - R43.32, Build 27.1.43.32).
    (I'm always using the latest Quicken Windows Premier subscription version)
  • gsakal02134
    gsakal02134 Quicken Windows Subscription Member ✭✭
    edited September 2022
    I am pleased to report that this morning (28 SEP), I was able to successfully perform the re-authorization of my Chase Visa account. I suspect that the update that was pushed out earlier this week included a fix of some kind. I am currently at R43.32, Build 27.1.43.32.

    FIRST, I performed a backup, "Just In Case".

    After logging into Chase, I was given the option to link to an existing account, which I did. No duplicate transactions were downloaded, nor were any categories changed. My balance reconciles exactly.

    Hopefully, this is the end of what has been a bumpy road for all Quicken users
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