Same Chase Account with a Replacement Card & Number

DavidJ

All,

Basically, my Chase credit card had to be replaced and it came with a new number as well. Per Chase when I called them this morning, the account is the same, it wasn't closed, nothing changed.

I initially thought all I needed to do was to edit the account in Quicken and then reset it, but since account syncing has been changed from Direct Connect to Express Web Connect I decided to first search the forums for confirmation. After reading various topics in the forum on how to update the Quicken account with the new card #, I ended up following the instruction here (even though Express Connect wasn't specifically mentioned) since it seemed to be the best response... https://community.quicken.com/discussion/7900517/change-credit-card-number-edited

I've updated card #'s in the past without any problems, but after following the above instructions I now have 3 Chase accounts in Quicken; the one with the card that was replaced, one for the new Chase card, and a 3rd one that's a valid and separate Chase account.

Also, after following the instructions above, Quicken downloaded a ton of transactions for the account I received the new card for, but added them to the the 3rd CC account above, which was completely incorrect... :-(

What do I need to do, to simply update the 1 account in Quicken with the new card number, and to keep all transactions in that same Account?

I'm on Quicken Version R44.28, and I have a current backup if needed.

Thanks,
David

Quicken Anja

Hello @DavidJ,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

If you navigate to Tools > Account List, do all 3 of these accounts show that they are currently set up with an online connection to Chase?

Thank you!

DavidJ

Hi Anja,

Thanks for the follow up!

There's nothing that specifically indicates that, but of the 3 accounts, the one that was deactivated says No (Activate downloads) in the Transaction Download column. The other 2 says Yes (Improve connection). When I click on the Improve Connection link, it says that I need to update to direct connect, which I had already done.

David