Quicken Visa conversion Problems

Posted by Traveling on July 2, 2008, 10:30 pm

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Thanks Bill. What I've been trying to tell everyone, the signup fails
because Chase has no record of my SSN and therefore can't match it up
with the new credit card number.

Traveling

> Traveling wrote:

>> Problem is I'm not a chase customer and the create login didn't

>> recognize my new card.

>> traveling

> In order to use Chase Online (and be able to d/l Quicken Visa txns),

> you *have* to be a Chase customer.

> You could have set yourself up (instead of waiting 5 business days for

> them to do it over the phone) by following the ""Sign Up" links on

> www.chase.com/quicken. Sign up involves you entering your SSN & CC #,

> followed by other personal info, and eventually ending with you

> selecting a USer ID & p/w

> Bill

Posted by Sally Shears on August 8, 2008, 10:33 pm

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In article

> I dutifully followed all the instructions about how to convert the Citi

> Quicken Visa to the Chase Quicken Visa.

Yes, the conversion from Citi to Chase is a bit of a mess.

Quicken 2007 on Mac...

Chase give these instructions for setting up Direct Connect to download
transactions:
- Financial Institution = Quicken Visa (NOT Quicken Credit Card)
- Userid and Password same as for the Chase web site
- Put in the credit card number with no dashes.

Problem: Quicken Visa is NOT in the list of Financial Institutions,
even after doing "Update List"

Solution:
- Online... Financial Instituitions
- Update List (it doesn't change)
- Update List 3 or 4 more times... Watch for it to change.

Now, Quicken Visa IS in the list of institutions.

First attempt to download transactions fails. Put in the same answers
again. Second attempt works.

This from the on-line chat with reps in India. Bravo!

But, what's with this software that you have to click the "Update List"
button 3-4x to get the list to update??

Hope this helps someone.

-- Sally

--
Sally Shears (a.k.a. "Molly")
SallyShears@gmail.com -or- Sally@Shears.org
SallyShears (at) gmail (dot) com