Chase Migration with downloaded unaccepted Transactions

RimFire Quicken Windows Subscription Member

September 2022 edited October 2022 in Download, Add/Update Accounts (Windows)

My sister has a lot of downloaded Chase transactions that she has not yet accepted. Can she do the Chase migration to EWC+ before individually accepting them?

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Answers

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  Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

  September 2022

  I would strongly recommend that she first accept those transactions, and even reconcile before doing the conversion.

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  Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

  September 2022

  P.S. Also make a backup before doing the conversion.

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