not finding new Chase accounts

Jeff Noblet

My wife recently lost a credit card and was issued a new one with a different number. Chase bank.

When I try to add the new account in quicken it seems to know there is a new account but after connecting with the bank and returning to quicken, there is no pull-down option to add the new account. Infact the only option is "don't add to Quicken"

We have several other chase accounts and those seem to update normally.

I've been a happy Quicken user for 30 years but recently seem to be having a lot of issues. Not sure if something is wrong with my data file or with the Quicken software. I did like Quicken a lot better when I could buy a CD and it would work until I wanted to upgrade.

Boatnmaniac

Some financial institutions that have cut in the EWC+ connection method do not allow you to simply add additional accounts when there are other accounts that are already set up for download. I believe Chase is one of those financial institutions.

With this kind of financial institution, what needs to be done is to deactivate all of the accounts with that financial institution. Then do Add Account and complete the reauthorization process. When the downloads for all accounts are downloaded, be sure to Link the ones that already exist in Quicken and Add the new account(s).

Before proceeding, if you have not already done so: Enter and save the Opening Balance transactions for the accounts to be deactivated into the Memo field. It is not necessary to complete the reactivation process but sometimes the Opening Balance transaction dollar amount gets changed. By proactively saving the dollar amount in the memo field it make it very easy to determine when this has occurred and very easy to then correct the opening balance amount.

Backup your data file.