Wachovia Software Changes - Implementing in Quicken

Oooops, my error. I have zWacovia and I was an original First Union customer before the merger that initiated the name change to Wachovia.

Eric

what if you joined wachovia after their takeover of First union -would I still need to do the fix?

alan

Does this mean I can now pay bill directly through Quicken? Since I am a new customer I was not able to do that in the past. I had to use the Wachovia web site, which I do not want to do. I might just have to change banks again and pay the fee to use Quicken the way I have continued to use it for years. BTW it is Quicken 2006. I did make the changes and was able to download as before. Now I wonder if I'll be able to upload a payment. I hope so, but have my doubts. I have complained long and hard that they have all the information on their site on using Quicken fully, but as a "new" customer I have not been able to do anything except download transactions.

You don't need to change banks to use quicken bill pay. It works just fine with my wachovia account. I download from wachovia, pay through quicken.

Of course, I'd rather not pay the quicken fees, but except for that there is, AFAIK, no difference between this and using wachovia bill pay directly from quicken.

I not talking about Quicken Bill Pay. I'm talking about uploading payments directly to Wachovia like I did with my last bank. I was not able to upload payments when I got the account. After many messages and a few phone calls I was told since I was a "new" customer I could not upload payments directly to Wachovia with Quicken. After the last phone call I was told that I could get in touch with a techie who might be able to walk me through the "80 steps:" needed to see if I could.

One of the reasons I moved the account to Wachovia was because the web site said I could do what I have been doing for years for free. They have detailed instructions on their web site on how to do it. Well, guess what? Only "old" customers are able to do what I want to do.

i have followed the instructions on Wachovia website and also called their online help on saturday - they walked me through as I had a minor glitch (i did not read the instructions carefully enough) and my downloads continue to work. Have not tried bill pay yet through quicken but expect it will work fine.

alan

My download of transactions worked before the update and after the update. My problem is sending a payment with Quicken. In the past with another bank I simply added the payment to Quicken. When I did an update all my transactions were downloaded and the payments were uploaded. The bank took care of the rest. I did not have to use the bank's web site or Quicken bill pay. It appears now I do. Others have been able to continue to do it the way I have done it for years, but I was told I could not do that with Wachovia since I am a new customer. I am still sending emails back and forth to Wachovia. My first email produced a detailed message on how to download!! That is NOT my problem.

Two changes in Bill Pay that I've noticed:

1) Your bill payments uploaded directly from Quicken now show up on the Wachovia Bill Pay listings. They've integrated them .. they used to be separate processes .. you either used the online bill pay, or you had Quicken send to them, but couldn't see the bill payments online (at least not at the time that I checked this previously) 2) Your "payment date" set for your bill payments has changed from the date you wanted the payment to be SENT to the vendor, to the date you want the payment to be RECEIVED by the vendor. This one confused me until I read the online help and checked out the new definition of "payment date." Had to go through and update all of my scheduled transactions to reflect this.

Deb