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Converting from Citi to Chase?

 
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BOB
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PostPosted: Fri Jul 11, 2008 9:20 pm    Post subject: Converting from Citi to Chase? Reply with quote

I have been working with quicken for about ten years and have changed Banks a couple of times
during that period but I have never had the problems I am now having with the subject conversion!
Corrently I can not download my Visa transactions into my Visa register through quicken . Chase.com
and Customer Support are no help, they advise that I go to Chase.com and download my transaction
then go to my Quicken soft ware and post each transaction manually to the Visa register.
can this be right?
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Charlie K
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PostPosted: Fri Jul 11, 2008 10:44 pm    Post subject: Re: Converting from Citi to Chase? Reply with quote

On Jul 11, 9:20 am, "BOB" <two...@sbcglobal.net> wrote:
Quote:
I have been working with quicken for about ten years and have changed Banks a couple of times
during that period but I have never had the problems I am now having with the subject conversion!
Corrently I can not download my Visa transactions  into my Visa register  through quicken . Chase.com
and Customer Support are no help, they advise that I go to Chase.com and download my transaction
then go to my Quicken soft ware and post each transaction manually to the Visa register.
                                can this be right?

Go here http://www.chase.com/ccp/index.jsp?pg_name=ccpmapp/shared/assets/page/quicken_software
and download the instructions. You need to everything in the order
they say.
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Charlie K
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PostPosted: Fri Jul 11, 2008 10:47 pm    Post subject: Re: Converting from Citi to Chase? Reply with quote

On Jul 11, 9:20 am, "BOB" <two...@sbcglobal.net> wrote:
Quote:
I have been working with quicken for about ten years and have changed Banks a couple of times
during that period but I have never had the problems I am now having with the subject conversion!
Corrently I can not download my Visa transactions  into my Visa register  through quicken . Chase.com
and Customer Support are no help, they advise that I go to Chase.com and download my transaction
then go to my Quicken soft ware and post each transaction manually to the Visa register.
                                can this be right?

Go here http://www.chase.com/ccp/index.jsp?pg_name=ccpmapp/shared/assets/page/quicken_software
and download the instructions. You need to everything in the order
they say
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tmp
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PostPosted: Fri Jul 11, 2008 11:27 pm    Post subject: Re: Converting from Citi to Chase? Reply with quote

BOB wrote:
Quote:
I have been working with quicken for about ten years and have changed
Banks a couple of times
during that period but I have never had the problems I am now having
with the subject conversion!
Corrently I can not download my Visa transactions into my Visa
register through quicken . Chase.com
and Customer Support are no help, they advise that I go to Chase.com and
download my transaction
then go to my Quicken soft ware and post each transaction manually to
the Visa register.
can this be right?

Long time quicken user, and have been downloading CC transactions with
very few problems for years.

I've been through a similar experience with this Chase conversion. After
a few phone calls that sent me basically in circles, I made one final
call to cancel the account. Done. Who has time for this nonsense?

I wish you luck...
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Bob Wang
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PostPosted: Sat Jul 12, 2008 12:29 am    Post subject: Re: Converting from Citi to Chase? Reply with quote

Bob:

If you can see your Quicken credit card when you log into Chase, try this:

1) Customer Center
2) Reference Center
3) Tools
4) Activate Money, Quicken, etc.

Once you've done that, try a Direct Connect set up of the credit card download.

Good Luck,
Another Bob


Quote:

"BOB" <twomay@sbcglobal.net> wrote in message news:_KLdk.17086$N87.4064@nlpi068.nbdc.sbc.com...

I have been working with quicken for about ten years and have changed Banks a couple of times
during that period but I have never had the problems I am now having with the subject conversion!
Corrently I can not download my Visa transactions into my Visa register through quicken . Chase.com
and Customer Support are no help, they advise that I go to Chase.com and download my transaction
then go to my Quicken soft ware and post each transaction manually to the Visa register.
can this be right?
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GSalisbury
Guest





PostPosted: Sat Jul 12, 2008 9:10 pm    Post subject: Re: Converting from Citi to Chase? Reply with quote

"Charlie K" <Chas_K@excite.com> wrote in message
news:f55eb584-58c1-40ac-9758-aefc90ff5ef4@a70g2000hsh.googlegroups.com...
On Jul 11, 9:20 am, "BOB" <two...@sbcglobal.net> wrote:
Quote:
I have been working with quicken for about ten years and have changed
Banks a couple of times
during that period but I have never had the problems I am now having with
the subject conversion!
Corrently I can not download my Visa transactions into my Visa register
through quicken . Chase.com
and Customer Support are no help, they advise that I go to Chase.com and
download my transaction
then go to my Quicken soft ware and post each transaction manually to the
Visa register.
can this be right?

Go here
http://www.chase.com/ccp/index.jsp?pg_name=ccpmapp/shared/assets/page/quicken_software
and download the instructions. You need to everything in the order
they say

And to 2nd this advice I, too, had a Qkn Citi and rec'd lots of notices to
get and follow the instructions on the Chase site. I did that *exactly* and
haven't had a problem.
Get the instructions and follow them.
Geo.
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Arnie Goetchius
Guest





PostPosted: Sun Jul 13, 2008 6:00 pm    Post subject: Re: Converting from Citi to Chase? Reply with quote

GSalisbury wrote:
Quote:
"Charlie K" <Chas_K@excite.com> wrote in message
news:f55eb584-58c1-40ac-9758-aefc90ff5ef4@a70g2000hsh.googlegroups.com...
On Jul 11, 9:20 am, "BOB" <two...@sbcglobal.net> wrote:
I have been working with quicken for about ten years and have changed
Banks a couple of times
during that period but I have never had the problems I am now having with
the subject conversion!
Corrently I can not download my Visa transactions into my Visa register
through quicken . Chase.com
and Customer Support are no help, they advise that I go to Chase.com and
download my transaction
then go to my Quicken soft ware and post each transaction manually to the
Visa register.
can this be right?

Go here
http://www.chase.com/ccp/index.jsp?pg_name=ccpmapp/shared/assets/page/quicken_software
and download the instructions. You need to everything in the order
they say

And to 2nd this advice I, too, had a Qkn Citi and rec'd lots of notices to
get and follow the instructions on the Chase site. I did that *exactly* and
haven't had a problem.
Get the instructions and follow them.
Geo.



I had some difficulty until I followed the instructions EXACTLY.
Everything works fine now.
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