merging "dead bank: into new one

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Subject Author Date merging "dead bank: into new one windwatcher 07-20-2009  Re: merging "dead bank: into new one danbrown 07-20-2009
Posted by windwatcher on July 20, 2009, 6:08 pm Please log in for more thread options Washington Mutual was recently purchased by Chase and the accounts transferred with the same numbers, passwords, etc. In Quicken (2007) I had to open a new bank account and was able to download the recent Chase data Is there anyway that I can transfer the data from WAMU into that account so that it will all be continguous? Posted by danbrown on July 20, 2009, 6:19 pm Please log in for more thread options Well, 1 option would be: a) BACKUP b) delete the new Chase account c) disable the WAMU account from online access d) Change the name of the "Financial Institution" from WAMU to Chase e) edit the login/password info as needed f) reinstate online access for the account g) download any transaction since you last posted to the old WAMU account. The effect of this is that you'll have ONE account with all of your transactions. What some object to is that it removes the name of the old bank. You'll sorta have to decide for yourself as to what's important to you. db Similar Threads Posted dead entries? January 29, 2009, 10:13 am FYI: Money's Dead; Can Quicken Be Far Behind? June 10, 2009, 5:59 pm Merging accounts December 2, 2006, 1:23 am Merging Accounts April 28, 2006, 11:23 pm Merging accounts August 27, 2009, 9:31 pm copying/merging from one file to another November 2, 2006, 12:14 pm Merging Accounts from two Brokers November 13, 2006, 4:17 pm "Merging" Two quicken files February 5, 2007, 10:15 pm Merging Files in Q2007 March 4, 2007, 2:17 pm Re: Merging Quicken Files April 11, 2006, 3:47 pm