Postpone Chase Migration Mandatory date?
kattmandu
Member ✭✭
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 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
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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 -
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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?0
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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?0 -
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?
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.- Restore data file to get back to a good state.
- Reconcile all Chase accounts.
- Deactivate all Chase accounts from downloading.
- Start the reauthorizing process.
- 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.
- 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
- 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.
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This is my website: http://www.quicknperlwiz.com/2 -
> @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)0 -
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 users0
This discussion has been closed.