How Do I Set Up New File In Quicken For Mac 2017

I have been using Quicken well over for over ten years, but after the most recent upgrade I have not been able to download some of my CHASE bank accounts. This happened once before 2-3 years ago and I sent hours with support until I finally did some export/import maneuver that resolved.

I don't have the time or energy to deal with it. At this point I am over it and just want to start from scratch for 2017. I primarily use Quicken for account balancing and current year budgeting.

Not worried about comparing past years or investment data. How would I go about doing this? Using Quicken 17 for Mac on a Mac Book Pro. Colin - I would love to keep going with my current data file if you have suggestions. I have already gone thru and deactivated and reactivated the downloads based on suggestions on this site and the same two accounts still come back 'Dead'.

Quicken 2016 Windows and Mac through April 30, 2019. Quicken 2017 Windows and Mac through April 30, 2020. For more information, please review the Quicken Discontinuation Policy. Import an exported.QIF file into Quicken for Mac 2017. Open Quicken for Mac. Select File > New to start a new data file. Select the option Start from a.QIF file exported from another application. Follow the on-screen instructions and import the.QIF file into Quicken.

This started in October, which I is shortly after I upgraded to Q2017. This happened once before 2-3 years ago, again after an upgrade. I believe the Quicken Rep had me take some steps to save my file, start a new file, then import my old data.

Something like that. I would love to keep going with what I have.

Shortly after downloading Q2017 two of my nine chase accounts started coming back 'dead'. Unfortunately one of them is my primary checking account which is a deal breaker. I have tried the suggestions of deactivating and reactivating to no avail. No changes to my Chase relationship (+25 Yrs and an employee) and have used Quicken for almost that long.

This happened once before and I was able to resolve by having someone walk me thru some type of export process. I can't find anything online regarding this and I dread multiple hours of phone and online chat it took me to resolve last time. If you have ideas I am willing to give them a try. I assume by 'dead' you mean that you can't download transactions via Direct Connect. That's happened to me on several occasions with my BBVA Compass checking account.

Each time, I was told by the bank's tech support people that my file was out of sync with their server. The fix was to do a reset on their end, which required entering a temporary password on the bank's website, changing my password there, logging off, and waiting 24 hours. In fact, I'm in the midst of a reset now.

Compass has Quicken specialists in their online banking division who've been able to help. I suspect that Chase has similar resources. Yes, it is very frustrating. You'd think that transaction download and bill pay would be much more robust by now.