Change In Scheduled Transactions?

I've had to edit some scheduled transactions to change payment due dates because of changes in Wachovia's billpay setup. While doing so, I noticed that the "remind me in advance" option changes to 6 days (and can't be changed). Previously I'd set these at 0 since I'm on the system every day and take care of entering these as needed, so I find this annoying.

I can edit other types of transactions without this happening .. it's only the "online payment" transactions that are affected.

Has anyone else experienced this? Ideas?

Deb

Reply to
Debbie Becker
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I'm just guessing, but I guess this relates to the change you mentioned in your previous post. Financial institutions are now offering "delivery" dates instead of "payment" dates. If you send your online billpay instruction zero days before delivery date, there is no way the billpayor can deliver the payment on time.

Reply to
John Pollard

May I ask if you use Wachovia's billpay or Quicken billpay or do you simply upload the payments from Quicken? I have tried since November to upload payments. After many emails and phone calls I was told that new customers could not upload payments from Quicken. They must use the Wachovia billpay web site. I have to wonder if I am the only one who has had this problem and how many people are still able to use Quicken to upload payments to Wachovia without using their web site or Quicken's billpay feature. Thanks.

Reply to
Capt. Tuttle

That had occurred to me .. just didn't know if the bank could make the changes in my Quicken setup that way? Guess that's what happens when it's doing the "updating financial institution" thing!

Deb

Reply to
Debbie Becker

I'm uploading directly from Quicken (have been for some time). Just put in Online payment and Send and it goes to Wachovia on my next connection. It seems odd that it would not be allowed for new account holders while allowing the rest of us to use it. Deb

Reply to
Debbie Becker

Sounds like the classic baffle them with BS line that many customer service reps (not just bank reps) use when they do not know the answer and or could not be bothered with helping.

According to the Wachovia website, access to Online Banking through Quicken is FREE for all personal finance customers, and a small charge to small business customers.

I use Wachovia. I am not a new customer. There WERE some changes in internal banking software awhile back, and you *DO* need to use a version 2004 or more recent.

Wachovia's website has a support page for Quicken users

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Log into the site, follow the instructions. You may have to disable your account for online access in Quicken and then re-enable. If you still can't initiate bill payments through the online center in Quicken, call the bank, starting with the number for online support on the website (800) 833-7413.

Don't accept a 'go away' answer. While Wachovia does offer it's own billpay (free) and I personally use it, it is by far much easier to use Quicken to initiate payments that have varying amounts or inconsistent due dates. The service is provided by the bank, there is no caveat for beginning date of the account, and you should have it.

Reply to
L

I couldn't agree with you more! However, the best answer I have ever gotten is that they can put me in touch with a tech who will walk me through the 80 steps (that isn't a misprint. They said 80!) just to see IF I can do what I had been doing with another bank for years. Calling got me that response. Email is still ongoing. In fact the first email about uploading payments got me a long detailed explanation on how to download transactions! Duh. I will probably continue to fight with them, but I can see moving my account again just around the corner.

Reply to
Capt. Tuttle

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