Change In Scheduled Transactions?

Posted by L on June 9, 2006, 1:59 pm

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> Debbie Becker wrote:

>> I've had to edit some scheduled transactions to change payment due dates

>> because of changes in Wachovia's billpay setup. While doing so, I noticed

>> that the "remind me in advance" option changes to 6 days (and can't be

>> changed). Previously I'd set these at 0 since I'm on the system every day

>> and take care of entering these as needed, so I find this annoying.

>> I can edit other types of transactions without this happening .. it's

>> only

>> the "online payment" transactions that are affected.

>> Has anyone else experienced this? Ideas?

>> Deb

> May I ask if you use Wachovia's billpay or Quicken billpay or do you

> simply upload the payments from Quicken?

> I have tried since November to upload payments. After many emails and

> phone calls I was told that new customers could not upload payments from

> Quicken. They must use the Wachovia billpay web site.

> I have to wonder if I am the only one who has had this problem and how

> many people are still able to use Quicken to upload payments to Wachovia

> without using their web site or Quicken's billpay feature.

> Thanks.

Sounds like the classic baffle them with BS line that many customer service
reps (not just bank reps) use when they do not know the answer and or could
not be bothered with helping.

According to the Wachovia website, access to Online Banking through Quicken
is FREE for all personal finance customers, and a small charge to small
business customers.

I use Wachovia. I am not a new customer. There WERE some changes in internal
banking software awhile back, and you *DO* need to use a version 2004 or
more recent.

Wachovia's website has a support page for Quicken users
http://www.wachovia.com/personal/pfmsupport/0,,6057,00.html

Log into the site, follow the instructions. You may have to disable your
account for online access in Quicken and then re-enable. If you still can't
initiate bill payments through the online center in Quicken, call the bank,
starting with the number for online support on the website (800) 833-7413.

Don't accept a 'go away' answer. While Wachovia does offer it's own billpay
(free) and I personally use it, it is by far much easier to use Quicken to
initiate payments that have varying amounts or inconsistent due dates. The
service is provided by the bank, there is no caveat for beginning date of
the account, and you should have it.

Posted by Capt. Tuttle on June 9, 2006, 3:03 pm

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L wrote:

>>Debbie Becker wrote:

>>>I've had to edit some scheduled transactions to change payment due dates

>>>because of changes in Wachovia's billpay setup. While doing so, I noticed

>>>that the "remind me in advance" option changes to 6 days (and can't be

>>>changed). Previously I'd set these at 0 since I'm on the system every day

>>>and take care of entering these as needed, so I find this annoying.

>>>

>>>I can edit other types of transactions without this happening .. it's

>>>only

>>>the "online payment" transactions that are affected.

>>>

>>>Has anyone else experienced this? Ideas?

>>>

>>>Deb

>>>

>>May I ask if you use Wachovia's billpay or Quicken billpay or do you

>>simply upload the payments from Quicken?

>>I have tried since November to upload payments. After many emails and

>>phone calls I was told that new customers could not upload payments from

>>Quicken. They must use the Wachovia billpay web site.

>>I have to wonder if I am the only one who has had this problem and how

>>many people are still able to use Quicken to upload payments to Wachovia

>>without using their web site or Quicken's billpay feature.

>>Thanks.

> Sounds like the classic baffle them with BS line that many customer service

> reps (not just bank reps) use when they do not know the answer and or could

> not be bothered with helping.

> According to the Wachovia website, access to Online Banking through Quicken

> is FREE for all personal finance customers, and a small charge to small

> business customers.

> I use Wachovia. I am not a new customer. There WERE some changes in internal

> banking software awhile back, and you *DO* need to use a version 2004 or

> more recent.

> Wachovia's website has a support page for Quicken users

> http://www.wachovia.com/personal/pfmsupport/0,,6057,00.html

> Log into the site, follow the instructions. You may have to disable your

> account for online access in Quicken and then re-enable. If you still can't

> initiate bill payments through the online center in Quicken, call the bank,

> starting with the number for online support on the website (800) 833-7413.

> Don't accept a 'go away' answer. While Wachovia does offer it's own billpay

> (free) and I personally use it, it is by far much easier to use Quicken to

> initiate payments that have varying amounts or inconsistent due dates. The

> service is provided by the bank, there is no caveat for beginning date of

> the account, and you should have it.

I couldn't agree with you more! However, the best answer I have ever
gotten is that they can put me in touch with a tech who will walk me
through the 80 steps (that isn't a misprint. They said 80!) just to see
IF I can do what I had been doing with another bank for years.
Calling got me that response. Email is still ongoing. In fact the first
email about uploading payments got me a long detailed explanation on how
to download transactions! Duh.
I will probably continue to fight with them, but I can see moving my
account again just around the corner.