Quicken 2010 R2 crashes trying to update transactions
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From: JimH on 5 Nov 2009 12:41 Evan Platt wrote: > On Thu, 05 Nov 2009 07:26:09 -0500, John Morris <jwm1953(a)yahoo.com> > wrote: > >> For me, Chase one step works fine. >> >> To activate, I needed to log in at chase.com, click the Customer >> Center tab at the top, then click on the "Activate Money, Quicken, >> etc" link at the bottom under tools. > > And then "Activate Direct Access through PFM ($9.95 / MO)? I had forgotten how I set it up, but what John Morris wrote sounds like it exactly. My Chase card downloads with direct connect. I don't pay anything for that. Perhaps it depends on which Chase card you have. Since I only use cards that offer cash rebates, I have the Chase Freedom card. -- Jim
From: John Morris on 5 Nov 2009 14:35 I don't pay anything to do this. On Thu, 05 Nov 2009 07:02:11 -0800, Evan Platt <evan(a)theobvious.espphotography.com> wrote: >On Thu, 05 Nov 2009 07:26:09 -0500, John Morris <jwm1953(a)yahoo.com> >wrote: > >>For me, Chase one step works fine. >> >>To activate, I needed to log in at chase.com, click the Customer >>Center tab at the top, then click on the "Activate Money, Quicken, >>etc" link at the bottom under tools. > >And then "Activate Direct Access through PFM ($9.95 / MO)?
From: B on 5 Nov 2009 14:48 On 11/5/2009 11:41 AM, JimH wrote: > Evan Platt wrote: >> On Thu, 05 Nov 2009 07:26:09 -0500, John Morris <jwm1953(a)yahoo.com> >> wrote: >> >>> For me, Chase one step works fine. >>> >>> To activate, I needed to log in at chase.com, click the Customer >>> Center tab at the top, then click on the "Activate Money, Quicken, >>> etc" link at the bottom under tools. >> >> And then "Activate Direct Access through PFM ($9.95 / MO)? > > I had forgotten how I set it up, but what John Morris wrote sounds like > it exactly. My Chase card downloads with direct connect. I don't pay > anything for that. > > Perhaps it depends on which Chase card you have. Since I only use cards > that offer cash rebates, I have the Chase Freedom card. > > -- > Jim I just went through a maze of Chase webpages based on the advice several of you have given. It appears that we're all right - and some of us will remain unhappy. Here is what the site says when I put the pages together: ----------------------------------- **Select Download Method** ***Download Now (no charge)*** At no charge, you can download your account activity to a file on your desktop, then import it into your PFM software. Note: the OFX file format is recommended for Microsoft Money, Quicken or Quickbooks, version 2005 or newer. ***Activate Direct Access through the PFM service ($9.95/month) (1)*** Designed for those who use PFM software to retrieve account information and PAY BILLS directly from the software. You'll be able to retrieve the activity for most of your Chase accounts at one time. We may charge a fee for this service depending on your account type. Read the Addendum and Additional Banking Services and Fees [help with this feature, link opens in new window] for details. ****Fine print -- (1) This fee does not apply to Private Bank, Private Client Services and Chase Commercial Online Premium Service Plan clients, and is $6.95 if Chase Premier PlatinumSM is your primary checking account. Other terms and conditions may apply to this fee and the PFM service. For details, please review the Chase Online Service Agreement.**** Following the link from "Addendum and Additional Banking Services and Fees" takes me to" *Financial Management Software (4) - $9.95/month Service Fee* **Fine print - (4) Personal Financial Manager is $6.95/month for Chase Premier Platinum Checking. This fee is waived for Chase Premier Platinum Asset Management Accounts.** -------------------------------- So not free for clients like me, and cumbersome because of poor web design on their part. Bernie
From: Oilcan on 5 Nov 2009 20:50 I have three Chase Accounts + Chase in Spouses Tax ID - Credit Card + Chase in My Tax ID - Credit Card + Heritage WAMU in My Tax ID - Checking Several months ago WAMU (Chase) forced me to change my ID as it was already the same as a Chase Account. When they migrated WAMU to Chase I now have to Active Online Accounts. I can see everything on both of them, but the only difference I see is that I can only do Bill Pay on the former WAMU Account. Since I did not want to have three Quicken downloads, I download from my former WAMU Account. This is Express Web Connect. My spouses account (Credit Cards) remains direct connect. My thinking is Chase is using this as an opportunity to create more revenue and "downgrade" the costs of Direct Connect. I also saw the PFM for $9.95. Since I really have no interest initiating Bill Payments from the Quicken application and did not want to risk the $9.95 charge (for something I can do for free), I did not continue with that set-up. Chase is really a secondary Checking Account for me. Oilcan -----Original Message----- From: Evan Platt [mailto:evan(a)theobvious.espphotography.com] Posted At: Thursday, November 05, 2009 7:02 AM Posted To: alt.comp.software.financial.quicken Conversation: Quicken 2010 R2 crashes trying to update transactions Subject: Re: Quicken 2010 R2 crashes trying to update transactions On Thu, 05 Nov 2009 07:26:09 -0500, John Morris <jwm1953(a)yahoo.com> wrote: >For me, Chase one step works fine. > >To activate, I needed to log in at chase.com, click the Customer >Center tab at the top, then click on the "Activate Money, Quicken, >etc" link at the bottom under tools. And then "Activate Direct Access through PFM ($9.95 / MO)? -- To reply via e-mail, remove The Obvious from my e-mail address.
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