Switch Financial Institution on existing account in Quicken

Jul 30, '09 07:30:01AM

Contributed by: joshforman

My Wamu accounts are now accessible at Chase.com, and I needed to change the Financial Institution setting in Quicken, but I couldn't because Quicken was giving me all sorts of weird behavior (telling me that Chase requires exactly a four-digit PIN, errors during download, etc.) Just a lot of weird stuff.

I was finally able to do this while testing out whether a new account would work. To change the Financial Institution, click New in the Quicken account list to set up a new account. Choose Chase as the Financial Institution, then Online to set up the account. Put in your Chase.com credentials, and it will look for your accounts from Chase.

Here's the cool part: when you are shown the list of accounts Quicken has found, you can choose to skip the account, create a new account in Quicken, or use an existing account. This effectively allows you to change the Financial Institution without all the problems you get using the Edit account dialog.

Obviously, this worked for me. YMMV.

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