Why can't the two accounts just be merged? Our Solomon's choice is either losing our valuable (to me at least) transaction history and thereby rendering the Trends pane useless, or living with grossly incorrect totaling information in the left pane in perpetuity. Really? This is really frustrating and shakes my faith that Quicken was actually committed to the development of this product again.

Replies to this message

1adam12 (Oct 30, 2009 3:46 pm)

cheld (Nov 4, 2009 4:37 pm)

Yes, exactly!

But now i have another curveball. I HATE the new chase online, and have now decided to move to Wells Fargo. So i will have 2 useless accounts in perpetuity on the left!

I don't know why Wamu Online, even though it was Chase for months prior to this week, messed up so bad.

Quicken pulls in the "Present Balance" which according Chase is the previous nights balance minus pending transactions for today. NO CHASE, NO! That is the "Available Balance"!

All week my "Present Balance" and "Available Balance" have been the EXACT SAME AMOUNT when there are pending transactions in Chase.

So all week i have had my Quicken Upcoming Transactions counter what Chase said my balance was. It was FINE LAST WEEK! So say buh bye Chase.

Where did the clean and accurate Wamu Interface go? I called Chase and they said it was destroyed **OH NOES!** Their "Great Customer Service" had no resolution for my balance issues.

I agree!!!

Please allow the two account to merge! People don't use quicken to evaluate just 90 days.

Hi 1adam12:

I too have grown to hate Chase for the same reasons you listed. I have been thinking of switching banks. How do you like Wells Fargo? Are the issues with the available and present balances the same or better than chase in reference to using Quicken Online? Was the switch worth it in regards to how they do their banking in general?

I really like using Quicken Online -- but this conversion between banks from WaMu to Chase makes me think twice. Is there really no way to "close" an account in Quicken Online? What happens if we decide to move to another bank or close a credit card and get a new one? From then on, our balance on the left will be wrong, with outstanding balances from our old accounts. Or, if we choose to have that balance correct by deleting a closed account, we have to choose to lose the trending of all of the transactions that happened in that account. To me, this is a statement from the developers at Quicken about how seriously they want to keep us here. We are interested in long-term tracking of our accounts as well as a quick glance at our overall balances. Can we not have both, even if we change financial institutions, credit cards, etc.? Please develop a feature for "closing an account" and setting a balance of $0.

Setting up the Chase acct was easy. But now I have my old WAMU acct with a ending balance of $999, and my new Chase with a current balance of $999.

What is missing here is the equivalent of a "transfer" of the balance at WaMu on the last day of its existence, to the new Chase acct.

Geeeeeeeesssssssshhhhhhhhhh! Who missed that???? And how do we users fix it, so that our daily balances are not off by the $999 amount of the WaMu balance??