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Subject Author Date
Wachovia Software Changes - Implementing in Quicken Les 05-15-2006
Posted by Eric Bloch on May 23, 2006, 8:12 pm
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The X or Z in front of Wachovia depends on which bank you used before the
name change from First Union or another acquired bank. Original First Union
users ended up with the X.

Eric

> Les wrote:
>> The Wachovia Bank just implemented hopefully improvements to their web
>> site. It will require users of Quicken who download transactions from
>> within Quicken to make several changes. The specifics are on the
>> Wachovia / software web site. These appareantly must be made before you
>> can download again.
>>
>> Has anyone done these as yet? Any problems?
> Seems to work fine for me. Just follow the instructions to deactivate
> accounts and then reactivate. Actually, I did an update today BEFORE I
> applied the changes and all my pending bill-pays were cancelled
> automtically. When I deactivated and activated the accounts, the new bill
> pay transactions downloaded fine.
>
> Good luck to all.
>
> Stan



Posted by Eric Bloch on May 23, 2006, 8:23 pm
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Oooops, my error. I have zWacovia and I was an original First Union customer
before the merger that initiated the name change to Wachovia.

Eric


> The X or Z in front of Wachovia depends on which bank you used before the
> name change from First Union or another acquired bank. Original First
> Union users ended up with the X.
>
> Eric
>
>> Les wrote:
>>> The Wachovia Bank just implemented hopefully improvements to their web
>>> site. It will require users of Quicken who download transactions from
>>> within Quicken to make several changes. The specifics are on the
>>> Wachovia / software web site. These appareantly must be made before you
>>> can download again.
>>>
>>> Has anyone done these as yet? Any problems?
>> Seems to work fine for me. Just follow the instructions to deactivate
>> accounts and then reactivate. Actually, I did an update today BEFORE I
>> applied the changes and all my pending bill-pays were cancelled
>> automtically. When I deactivated and activated the accounts, the new
>> bill pay transactions downloaded fine.
>>
>> Good luck to all.
>>
>> Stan
>
>



Posted by Alan on May 23, 2006, 10:26 pm
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what if you joined wachovia after their takeover of First union -would I
still need to do the fix?

alan


> Oooops, my error. I have zWacovia and I was an original First Union
> customer before the merger that initiated the name change to Wachovia.
>
> Eric
>
>
>> The X or Z in front of Wachovia depends on which bank you used before the
>> name change from First Union or another acquired bank. Original First
>> Union users ended up with the X.
>>
>> Eric
>>
>>> Les wrote:
>>>> The Wachovia Bank just implemented hopefully improvements to their web
>>>> site. It will require users of Quicken who download transactions from
>>>> within Quicken to make several changes. The specifics are on the
>>>> Wachovia / software web site. These appareantly must be made before
>>>> you can download again.
>>>>
>>>> Has anyone done these as yet? Any problems?
>>> Seems to work fine for me. Just follow the instructions to deactivate
>>> accounts and then reactivate. Actually, I did an update today BEFORE I
>>> applied the changes and all my pending bill-pays were cancelled
>>> automtically. When I deactivated and activated the accounts, the new
>>> bill pay transactions downloaded fine.
>>>
>>> Good luck to all.
>>>
>>> Stan
>>
>>
>
>



Posted by Capt. Tuttle on June 4, 2006, 6:21 pm
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Les wrote:
> The Wachovia Bank just implemented hopefully improvements to their web site.
> It will require users of Quicken who download transactions from within
> Quicken to make several changes. The specifics are on the Wachovia /
> software web site. These appareantly must be made before you can download
> again.
>
> Has anyone done these as yet? Any problems?
>
>

Does this mean I can now pay bill directly through Quicken? Since I am a
new customer I was not able to do that in the past. I had to use the
Wachovia web site, which I do not want to do. I might just have to
change banks again and pay the fee to use Quicken the way I have
continued to use it for years. BTW it is Quicken 2006.
I did make the changes and was able to download as before. Now I wonder
if I'll be able to upload a payment. I hope so, but have my doubts.
I have complained long and hard that they have all the information on
their site on using Quicken fully, but as a "new" customer I have not
been able to do anything except download transactions.


Posted by Marc Auslander on June 5, 2006, 6:05 pm
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> Les wrote:
> Wachovia web site, which I do not want to do. I might just have to
> change banks again and pay the fee to use Quicken the way I have
> continued to use it for years. BTW it is Quicken 2006.

You don't need to change banks to use quicken bill pay. It works just
fine with my wachovia account. I download from wachovia, pay through
quicken.

Of course, I'd rather not pay the quicken fees, but except for that
there is, AFAIK, no difference between this and using wachovia bill
pay directly from quicken.
--

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