Changing Banks

snipped-for-privacy@sbcglobal.net wrote in news: snipped-for-privacy@4ax.com:

Not sure what you want to transfer to Wachovia. Memorized transactions in your Quicken files, such as you used them with your previous bank, may need to be edited to reflect the changeover, but Quicken info stays Quicken info.

I'm having a hard time deciphering exactly what you want to do; I think some more information would have been (and my still be) helpful.

If you are asking whether you can keep the exact same Online Payee List you have now, when you move to a new bank, the answer is ... it depends. It depends on whether the new financial institution uses the same online billpay processor that your current institution uses. I think that If both fi's use the same billpay processor, you can probably keep your current Online Payees, unchanged; if not, you probably have to re-enter those Online Payees.

[I do not know of any simple way to determine the bill payor for a given financial institution ... except to call the fi and ask them.]

Thanks...You answered my question. Now I know what to ask when I talk with the bank.

Steve