Charles Goodman
08-30-2005, 08:45 PM
I've been fighting with Chase's Qif download and, for the last 8+ months,
with their Web connect. I don't bank at Chase, I only have a MasterCard
from them. I get 1% cash back on everything, so I use it quite a lot and so
the problems have been a real pain in the neck. I usually got duplicate
transactions from the end/beginning of the month and because the previous
one's had been accepted, Quicken wouldn't match them; finding them was a
pain. Also, the "online balance" never seemed to agree with the
transactions they sent. They would include some new transactions that
hadn't yet posted to the online balance, or would exclude my rebate from the
downloaded transactions but it WAS included in the online balance. These
nightmares were only matched by the ignorance of the email support people.
Over the past year or so, I've exchanged probably 12-15 threads with them
(multiple messages each). They usually answer a different question: "Web
connect isn't working well for me, are you going to offer direct connect?"
Response: "I understand you want to know how to use Web connect..." After I
repeat the question at even greater length, they respond by telling me to
call the 800 number. Completely useless.
Anyway, the point of my post is that I found tonight that I can start using
DIRECT connect in Quicken! I trust this is brand new for credit card only
customers. An option appeared on one of the Web pages (after I was logged
in) to activate Quicken/MS Money. After accepting an agreement that said
there was no fee for CC only customers, it said I was activated. The were
no further instructions, but I figured my Quicken login and password (pin)
were the same as for the web site and I was correct. I had to deactivate
online services (Web connect) on my Chase account in Quicken and change the
financial organization to Chase (it was something like JP Morgan Chase -
WC). My first download seemed to work just fine and I'm really hoping that
Direct Connect with Chase is much smoother and more accurate than Web
connect was.
Just thought I'd pass this along.
Regards,
Charles Goodman
with their Web connect. I don't bank at Chase, I only have a MasterCard
from them. I get 1% cash back on everything, so I use it quite a lot and so
the problems have been a real pain in the neck. I usually got duplicate
transactions from the end/beginning of the month and because the previous
one's had been accepted, Quicken wouldn't match them; finding them was a
pain. Also, the "online balance" never seemed to agree with the
transactions they sent. They would include some new transactions that
hadn't yet posted to the online balance, or would exclude my rebate from the
downloaded transactions but it WAS included in the online balance. These
nightmares were only matched by the ignorance of the email support people.
Over the past year or so, I've exchanged probably 12-15 threads with them
(multiple messages each). They usually answer a different question: "Web
connect isn't working well for me, are you going to offer direct connect?"
Response: "I understand you want to know how to use Web connect..." After I
repeat the question at even greater length, they respond by telling me to
call the 800 number. Completely useless.
Anyway, the point of my post is that I found tonight that I can start using
DIRECT connect in Quicken! I trust this is brand new for credit card only
customers. An option appeared on one of the Web pages (after I was logged
in) to activate Quicken/MS Money. After accepting an agreement that said
there was no fee for CC only customers, it said I was activated. The were
no further instructions, but I figured my Quicken login and password (pin)
were the same as for the web site and I was correct. I had to deactivate
online services (Web connect) on my Chase account in Quicken and change the
financial organization to Chase (it was something like JP Morgan Chase -
WC). My first download seemed to work just fine and I'm really hoping that
Direct Connect with Chase is much smoother and more accurate than Web
connect was.
Just thought I'd pass this along.
Regards,
Charles Goodman