10-04-2011, 07:29 PM
I did some more messing around with the separate visa account I just set up in Quicken, and it turns out Quicken Essentials can actually directly connect to the Chase servers on an ongoing basis, so it will be able to download new visa transactions as they come in, on an ongoing basis.
So, no need to even go to my account on the Chase web page and download qfx files, which is even easier. I will still have to massage the categories it guesses for the downloaded transactions, but still much, much quicker.
I wish my bank (Navy Federal Credit Union) could directly talk to Quicken that way, but it does not seem to. So for transactions for my bank accounts with them, I will still need to go download qfx files every month or so.
Thanks!
So, no need to even go to my account on the Chase web page and download qfx files, which is even easier. I will still have to massage the categories it guesses for the downloaded transactions, but still much, much quicker.
I wish my bank (Navy Federal Credit Union) could directly talk to Quicken that way, but it does not seem to. So for transactions for my bank accounts with them, I will still need to go download qfx files every month or so.
Thanks!