Chase quicken download problem. Using Quicken for mac 5.

  • Chase quicken download problem Finally gave up and did QFX downloads direct from Chase since Nov 6 to overcome this chase credit card payment download problem. They started working after de-activating and re-activating a couple of days ago. inside that massive bank. I created a test file that would download all of the recent transactions (but only for a much smaller time period than using my regular I began having download issues with my JP Morgan/Chase brokerage acc't several weeks ago. Problems downloading transactions are categorized two ways. If you close the pop-up, it can be re-accessed by selecting the orange exclamation Around November 22nd, the problem started. Hence my problem post to the larger Quicken community. There is a problem downloading transactions for this account. I stumbled on it after I spent many hours troubleshooting. Quicken Mac will download 95% of our transactions from Chase Bank credit cards, but it will never download CERTAIN TRANSACTIONS from Chase Bank credit cards. Conversations. There is no longer a send button. VERY highly experienced in this process over the years and it used to always fix things until 2024. On 4/9/2024 I reported the problem and attached all the files they requested. What is the problem and when are Chase and If you are a Chase user, you have likely received a message (through email or in Quicken) about upcoming changes to your Chase accounts. Of the eight JP Morgan financial institutions Quicken is aware of, five indicate they support investment accounts and Solution to Chase bank connect and download issues. This will disconnect ALL The problem accounts appear in quicken and are linked as appropriate, but the latest transactions are not showing up in Quicken. The trouble problem ticket # 10973861. Since your CC is part of your "Chase accounts" - and if you use Quicken - the downloading process will My Chase credit cards stopped downloading mid July. if i manually enter withdrawals it will be deducted from the balance, which included the deduction already Solution to Chase bank connect and download issues. When I changed from Bank of America to Chase about 15 years ago, I have had continuous issues with my Quicken Having similar issue with Chase CC accounts. 53. Your input @Coach Natalie Quicken community reports that there is a problem with the new "improved" Chase Connection as it is including Pending Charges in the balance, and they are working on it. M_M Quicken Windows Subscription Member. I have 4 CC accounts with Chase, 3 work well in Quicken. Everything else updated fine. I am using Quicken Deluxe for Windows at the latest revision. The Quicken Support phone number can be found through this link here. Severals others seemed to Quicken Kristina, the Quicken team has to resolve this with Chase, this is your product, Quicken customers should not have to be calling Chase and hope they can reach someone through customer service who can help with this, which is highly unlikely. This should make "Troubleshooting" available at the bottom of the menu. For Bank of America, I have attempted to link using the “Quicken” and “All Other States” options, but there is no difference The problem seems to be that the joint accounts occur on both of our Chase reauthorization lists, so the last id to reauthorize takes all the joint accounts as well as their own, and leaves the others (not sure they're stranded, as downloads seem to work - just prompted for reauthorization every time). Quicken says that with the new chase program, chase does not allow a person to have 2 different sign ins with the same bank in one quicken file. No balance. It'll even give a little progress bar, processing x/1400 transactions. Sometimes adds or subtracts transactions changing balance. Problems with both. I see the download balance as $70. How? By going to our Secure Messages on Chase and clicking a link to go to the authentication page. From today's mass email from Quicken CEO Eric Dunn: "starting this August, we began the cutover to the new system with Chase Bank, and we are seeing excellent connection reliability and far fewer MFA (“multi-factor authentication”) requests for the users who have migrated. com download briefly (<0. Chase thinks it's exporting transactions; Quicken thinks it's importing them. I had this problem with my Chase [At least. Quicken Jasmine--you asked what my problem is. Is this an Amazon or Quicken or Chase problem. Quicken opens my browser to a Chase login page but after logging in, I just see a white screen with the Chase logo at the top while Quicken shows a circular arrow. Now Quicken should allow you to link We have 3 Chase cards 2 personal and 1 business. What's Happening? Chase is Hello @William Smith Jr and @Liz Renninger, Thank you for reaching out to the Quicken Community with this issue. [At least. Everything appears correct to get Chase data, but on downloaded transactions, it shows "0" yet when I go to the account list, it says last download Chase is downloading fine in our Quicken Deluxe. Right now no Chase accounts are linked to (long existing) Quicken accounts. As such, when you Update one Chase credit card monthly statements are not downloading via ebills. @Quicken Anja Download from Chase, the largest bank in US, has not been working since September 17 with no ETA to Quicken not downloading Chase credit card transactions. If I try to add them again, I receive a message that they are already connected. The transactions show up if I do a register report or an export to Excel but still do not show in the quicken register. Same problem here: Chase account in Quicken is upgraded, Quicken shows as an active connected app Customer: Quicken will not download my chase credit card transactions from March 2022 to October 2022. If reaching out to Quicken Support is not a viable option for you, then please navigate to Help > Report a problem in your Quicken program and submit a problem report with the following information: Add me to the list. 31, Chase accounts are direct connect. When I look at the file that is created from the Chase download it has the old account #(at least the last 4 digits) in the file name. 13. Now that chase uses EWC+ connection method, these Pending payments do not download into quicken until the day the bank actual pays the bill. Those five accounts have all been converted from Direct Connect to Express Web Connect+ previously due to issues with updating wherein transactions would download, but Quicken would choke on bill payments via checking within Quicken (online bill pay with payees in This fixed transactions that were not downloading and the problem with wrong balances seems to have resolved since the update yesterday. My balances are all messed up! My bank account balance is wrong. It prompted me to login to my Chase account via the web and reauthorize access and sharing. This thread is about downloading a QFX file and importing it into Quicken. I changed nothing, and as of yesterday my other bank accounts have the same problem. I tried creating the download file using the other options on the Chase Website including excel. Thanks Kristina. It connects to Chase just fine. They have not downloaded since oct-nov 2020 (today is Feb 2021). So, it will find two of the 3, disable the business one which is under a separate login, rather than leaving it all alone. If you are experiencing this issue, please follow these troubleshooting steps: Please save a backup of your Quicken file (click here for Windows directions or here for Mac I have been using the Quicken Home & Office for years. I have tried to safe the file and then import into Quicken using both QFX and QIF files - there is some popup that flashes in a 1/2 second so there is some problem but I cannot figure out what goes. The two Chase ones seem to be downloading their transactions without any trouble, but my Citibank one doesn't download. Official Quicken® Support - Phone, Chat, or Community. Turns out that the system/download was implementing a change to my opening balance, which is and entry that goes back to 1/1/2020! I thought I had resolved the Chase update issues 2 weeks ago. the are ALL AUTHORIZED individually, successfully, but quicken cannot handle the reality that chase requires separate logins for business and personal. Now neither works! Tagged: File Import; 1. A window pops up prompting me to "To Continue, Enter the Password for the following institution. November 2022 edited December 2022 in Errors and Troubleshooting (Windows) I thought I had resolved the Chase update issues 2 weeks ago. Chase credit card and bank transactions have been downloading fine until this week . For the home depot issue it is known by quicken for almost two Then tried to link from quicken, but will not download, although it shows on the chase site that info is shared with intuit quicken. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate. And my recommendation on the problem with Chase accounts is to switch to Direct Connect which isn't affected by the same problem that Express Web Connect is having with the Chase accounts. Quicken says it's a problem at Chase. So, I'll live. Connecting to Chase bank is a problem. As to whether JP Morgan allows the download of all brokerage accounts directly into Quicken, I suspect the answer is no. The issue applies to all Chase accounts. All my Chase accounts download with no problem, except the Amazon Prime CC. QFX file import from Chase for the affected dates, 8/23/2024-9/2/2024. If you are a Chase user, you have likely received a message (through email or in Quicken) about upcoming changes to your Chase accounts. I tried turning the online services off then on, and when I did so, Quicken had me go to Chase's site to re-authorize the Quicken to Chase connection. Only 1 of our 4 Chase accounts completed the new connection process. 32 and my subscription is valid until 11/27/2024. It is free for personal accounts. Both of these settings can be found under the Downloads tab in the Quicken > Accounts > Settings for your Chase credit card. Thank you for checking back in with us to let us know that you happened across an answer to the original problem on your own. Downloads over 6000 previously downloaded transactions. Quicken talks to financial institution's OFX server using the OFX protocol. Answers. The process posted by user "Fighter Pilot" found on this Quicken support page fixed the download problem with my Fidelity accounts. Chase accounts appear to be updating correctly using one-step at the moment. Comments. 11. Nothing is getting downloaded or even connected. After aurthorizing Chase when prompted and following the directions, my transaction do not download into any of my Chase accounts. The online balance now matches on both my Quicken and the Chase locations. com), look for third party apps, and unlink Quicken. seems like it is a quicken problem with some many different backs affected. And transacations I had allocated to different categories are now showing blank as to the category! I am really very upset that at the least Quicken did not email its users to this problem and continued to I suggest you deactivate your Chase account(s) (every Chase account in your Quicken file with the same logon credentials as the problem Chase account); then use the Quicken "Add Account" process (from the Account List, or the plus sign at the top of the Account Bar), to "reactivate" your Chase account(s). Currently, there is an Open Alert regarding Chase accounts and issues like those you describe. Instructions. We have 3 Chase cards 2 personal and 1 business. Quicken and/or Chase needs to fix this problem ASAP. Severals others seemed to Hi, longtime Quicken for Business user on Windows 10. And you can't pay your bills through Quicken, using Chase. Downloads from Chase accounts were not downloading properly and Chase has not figured out the problem. Its frustrating for sure. When I go to the Account List in Quicken and check my 4 Chase accounts the "Last Download" date for each account is yesterday March 13, 2023. We expect 5-10 other large institutions to switch over to this new connectivity system in 2022 and I have Quicken Deluxe for Mac. Select Chase from the list of I have 6 Chase accounts (checking, savings, CCs). Quicken freezes every time I try to update the other accounts. e. But after going through that process, Quicken still would not download. The transactions download correctly and Quicken matches the Chase on line account account. My problem is I have 2 different sign user id's with chase. I do not see any solution to the problem searching the internet. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less Go to the account register you're having trouble with; Click the Gear icon in the upper right; in order to keep my Chase accounts on Quicken correct, on 9/2/2024 I decided to do a . Hello @jdaileyin, Thank you for contacting the Quicken Community with this issue. Now I only have one Chase credit card set up to download. All good. Cannot download from AmEx or Chase credit cards. All of my other non-Chase accounts update successfully including Discover that uses Are you using Web Connect (logging in to your bank's website to manually download transactions into Quicken)? Some banks only allow downloads to Quicken after the statement closing date, Chase is changing the protocol used to download transactions from your Chase accounts into Quicken. So I am going to have you hold down the Option key on your keyboard and click Help at the top of your screen. This morning used One Step Update on all accounts and a transaction posted yesterday to my Chase checking did not download. Consistently fails with CC-501. It has been two weeks. I have been downloading from Chase for years and the problem This is a HUGE problem! I have had to enter payments (and some charges) manually for months now! I might as well be using an excel spreadsheet instead of Quicken. the connection. The backup happened to be from R43. When I started with Quicken in December my wife and I had four (4) different Chase Credit Cards, and we each had a Hello @Dennis Mc, Thank you for providing more information. When I attempt to link my Chase credit cards, I receive a message that my accounts must be added to Quicken. That always results in duplicates, so the final step is comparing Quicken transactions to Chase and deleting the dups. I have Quicken Deluxe for Mac. JPMorgan says it is a known issue between JPMorgan and Quicken. sigh] twice now a transaction download has *reset* my Chase account to "online balance". Are you automatically accepting downloaded transactions into your registers? If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems, one of which could be that, instead of adding a new transaction, Quicken matches the downloaded transaction to a previously downloaded and accepted This fixed transactions that were not downloading and the problem with wrong balances seems to have resolved since the update yesterday. The old account number is still in the Meaning that the first time you download for the day they do a full (much longer process/time wise), but after that for at least several hours they will only do the "quick/check cache" For the last month or two I have had issues downloading transactions from my Chase VISA credit card. We do currently have an active alert regarding Chase users being unable to download transactions after reauthorizing their accounts. I can download transactions from a different Chase card just fine but the Amazon export does nothing. It is only I have downloaded transactions working now for my two Citi accounts (see below), but they are using Express Connect+ now. When I changed from Bank of America to Chase about 15 years ago, I have had continuous issues with my Quicken balances matching the Chase account, always due to missing transactions. It is then subtracting the amount of pending charges from the outstanding balance: Downloaded balance = Cleared balance - pending charges My Chase credit cards stopped downloading mid July. Since the last update I have been unable to download any transactions. When prompted to use the new Chase Connection, my accounts say "There is a problem downloading transactions" "Reconnect". This appears to have started on November 6 downloading almost no De-activated and removed download information for all credit cards at least three times in Quicken. Downloading transactions for other credit cards and investment accounts continues to work properly. > > The next time I updated my Chase accounts, it also re-downloaded all Quicken Simplifi should prompt you with a multi-factor authentication pop-up when refreshing your accounts. 2-I deactivated the online services for Chase (after you have deactivated the Online Services of all the account associated with Chase or created a new Quicken file), select Quicken talks to financial institution's OFX server using the OFX protocol. To do this, once you are logged in do a search for "Quicken" and Quicken downloading is severely broken. which includes pending transactions which have not yet posted in the account and therefore not yet downloaded to Quicken. Quicken helpline says it is a JPMorgan issue. Then they changed course and said it will not be fixed, there is simply no solution to downloading a primary and secondary card to the same This subreddit is for community discussion of Quicken money management application. In Quicken: At the top of the Account Bar, click the + (plus sign) button. Recently my two chase credit card accounts quit downloading charges. Other than yourself Chris, I haven't received any meaningful feed back or suggestions. Top. I am running Win 10 and Quicken Premier 2024. It LOOKED like maybe Chase had updated their warning notification about connecting Quicken. However, if you are not receiving the prompt to migrate your accounts, then I suggest contacting Quicken Support. You may follow this link to access that alert where you may bookmark it in order to remain up to date on any new information, ETAs, or resolutions that I see the opposite. I have reset the account; deactivated the account; and I have It sounds like you need some help downloading past transactions through Quicken. software. 0. How can anyone at Quicken or Chase think this is desired/correct After the disastrous EWC+ Chase "upgrade" I have spent countless hours trying to get my Quicken transactions in order. I recently opened an account at Chase, and if all goes well, I will make the When adding Chase accounts to your Quicken software, you will be required to go through a verification process specific to Chase. In Quicken Simplifi, my Chase Account balances as of today show as $0. We do have an ongoing active alert regarding Chase users being Hello @davidberg, I am sorry for any confusion my earlier recommendations may have caused. I contacted Chase tech support today and was told this is a Quicken problem. It is I am running Win 10 & Quicken Premier. comp. When recover from a year old backup or a year old copy of a data file the file conversion causes errors in the data. When I reset my Chase account, all missing transactions download, but that doesn't fix the problem. 16, Build 27. QFX on the download. I am using Quicken Classic Premier on Windows 11 (have been using Quicken since 1998). I had to replace a Chase credit card that was fraudulently used. It would be nice to get Quicken's confirmation, as my theory is that the Citi/Quicken integration(at least some of the Citi accounts) no longer supports "Direct Connect" and this is the crux of what caused these problems over the past week. I've watched the Community thread post this problem hundreds of times and the same non-answer keeps getting posted. I have an update. I have 2 Chase cards:Amazon and Chase Freedom. I have Chase credit cards & banking accounts. I am running Quicken Deluxe V6. Chase says everything is correct at their end. Searching "Quicken" on the Chase site, it says that we need to give Quicken permission. I have reset the account and deactivated and reactivated the account in Quicken but still no luck. Feel free to ask questions, provide community support, and post informative links and howto's! Using Quicken Premiere Version 58. See the info below. In Simplifi, it is just maddening. Are you automatically accepting downloaded transactions into your registers? If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems, one of which could be that, instead of adding a new transaction, Quicken matches the downloaded transaction to a previously downloaded and accepted It was an ordeal but Chase first said that they were aware of the problem and they were working on a fix. July 2023 edited August 2023 in Download, Add/Update Accounts (Mac) Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - And hopefully the Quicken team is seeing this and find out why Chase cards under business is failing. the new connection method is a variation of the Quicken Connect method. When I try to set up both of these sign ins (one for my husband and one for myself) it will no longer download any transactions. One can go through the QFX file and fix it if they so desire, and know what they are doing, but they will also most likely have duplicate transactions when Chase finally fixes the QFX file ( Quicken Deluxe for Mac) Chase Amazon Prime CC. To continue downloading Directly from the Chase sign on screen, at the very top. Yes it’s more secure - no one can download. I am trying to add my new card account. Ive tried all the ways described on various webs and none have worked. Nonetheless - the download for my Chase checking account was impacting my reconciled balance. Spent 3 hours so far slowly 'rebuilding' the linking. Does that include the problem where on weekends it will update the balance but not download new transactions (i. I get no errors, it just doesn't download any transactions. Does this problem occur when you run One Step Update from your desktop/laptop or when you initiate a download using the Quicken Mobile App or Quicken on the Web? What have you tried so far to resolve the issue? 0. Express Web Connect: Quicken "syncs" your data with the Quicken cloud account, which in turn talks to the Intuit server, which in turn uses a "agreed upon method" to fetch the transactions from the financial institution's unstandardized webserver. That is, Chase/Quicken are taking the pending charges and treating them as if they were credits (though they're not). My current problem is that all of a sudden a credit card account (Amazon Prime) I have had for years is not functioning. (Chase and Discover the Quicken servers aren't finding all the accounts), re-link to existing accounts and then it'll download. I get an email from Chase saying Quicken/Intuit is authorized. You can follow the link provided here for all additional information and any future updates. , you can't use Recently downloads from Chase credit card account are not being opened. I have relinked them multiple times but new statements won’t download and therefore my bills don’t automatically download current monthly bill amounts. Download Transactions (Chase) soil007 Quicken Windows Subscription Member September 2022 edited October 2022 in Download, Add/Update Accounts (Windows) It looks to me like USAA uses Direct Connect for its downloading method, and I know that Chase, and probably Cap One, use the Express Web Connect+ method for downloading. I Thanks. Support told me to start new data file. It was not flawless. Thank you for discussing this with us here on the Quicken Community. Thank you for reaching out about this here on the Quicken Community. 2-I deactivated the online services for Chase (after you have deactivated the Online Services of all the account associated with Chase or created a new Quicken file), select As explained in the FAQ, the financial institution decides on the availability of transactions that may be imported directly into Quicken. In quicken I get the "Chase needs to authorize your accounts", it takes me to Chase on the web, and I am able to successfully finish. If I go to the BMO website and download transactions to Quicken it updates correctly. I deactivate & reactivate the Quicken bank account and Quicken asks me to logon and opens a Chase screen in my browser which is blank other than a blue stripe & Chase logo. And transacations I had allocated to different categories are now showing blank as to the category! I am really very > 7. As a possible solution I tried renaming the file, it did not help. Sosomewhere When I go to the Account List in Quicken and check my 4 Chase accounts the "Last Download" date for each account is yesterday March 13, 2023. Quicken is not downloading transactions that have occurred so that they can be accepted into the register. On the I've can't download my Chase credit card transactions. 54. now will i be forced to do this every time quicken has a bug. A different Chase account still works. Quicken not downloading Chase credit card transactions. Currently Chase is generating one with errors in it, and that is the problem. It seems to be set to download, but there are no new transactions in the register and haven't been for a while. Super Validate: File; Hold CTRL + Shift and click Validate and Repair File When downloading investment transactions from JPMorganChase all investment accounts are switched from complete to simple tracking. I did not and do not have the problem with Bank of America (I have accounts at both banks). 32 - Build 27. My chase checking accounts downloads, and Hello @MargueriteXX, I am sorry to hear about this problem with downloading transactions and transaction info. Since your CC is part of your "Chase accounts" - and if you use After Quicken implemented the new Express Web Connect+ to replace Direct Connect it has been nothing but one problem after another. I have a number of Chase credit card accounts in Quicken. All Chase transactions downloading as pending. You probably have contacts in the right IT dept. Chase downloads went from occasional problems to a complete failure to update. When attempting to add Chase shows that it's authorized; when returning to Quicken only existing 3 are shown. Entering the code just caused a repeat, including the report that my bank required a code - did I want one by email or by message. Seeing the same problem here, with two Chase credit card accounts. When this downloading problem started a few days ago, I noticed that the online account balance displayed in the sidebar for my two Fidelity (Elan) credit cards always has zero cents as if the balance is being rounded down to the next whole dollar. In the meantime, if there is any additional information that you would like to add to help me understand the problem better, please feel free to share it. I have also been having this problem since October 3 and found that it is a known And my recommendation on the problem with Chase accounts is to switch to Direct Connect which isn't affected by the same problem that Express Web Connect is having with the Chase The lack of a Chase download has been a "known" problem for about 2 months!!!!! The updates are useless, just the same response. Instead they have opted to use Web Connect (manually download data Quicken has partnered with Chase to provide you with a new, faster, more reliable connection. Account download freezes. Same thing happens with my Chase downloads. My checking account has been "buggy" for months— when I download to Quicken, it misses some transactions, duplicates others, nearly impossible to keep balanced for more than a day or so. I have investigated this problem further. It is happening to lots of users when they re-activate One Step Update for an existing account that using either the EWC or EWC+ download methods (See Account List on Tools menu for which is used on a specific account). Select Tools menu > Chase now provides two years of history for download so you should be get everything you need. I am having difficulties with the Chase download. Was told that they would be escalating my problem. Home › Quicken Classic for Windows › Download, Add/Update Accounts (Windows) Chase Bank Download Not Working. I understand there have been many posts on others having the same issue . Chase sent me the codes when I followed Quicken's instructions. But what I had to do was restore a backup from before the faulty Chase update corrupted my Fidelity accounts (apparently, by changing Direct Connect to EWC+). How to fix? I am currently unable to download transactions from chase bank for all of my accounts (4). So that I can help you, alt. You may follow this link to access that alert where you may bookmark it in order to remain up to date on any new Hello @MargueriteXX, I am sorry to hear about this problem with downloading transactions and transaction info. quicken. Followed-up with quicken just now 4/25/2024. When I returned to Quicken, it insisted on trying to add the account as new, instead of link to existing. Given the nature of the problem, I First my home depot commercial credit card would not download transactions and now Chase accounts will not download. I am having the same transaction download issues with Fidelity Investments since late in December 23. My original problem had a balance in Quicken that was the Chase “Online Balance” less the “Pending” transactions. Used to be able to do it from Chase accounts or from Quicken. If I attempt to use the gear icon and update the update button is ghosted preventing that approach. The problem is that somewhere my old account# is associated with the new account #. The wife and I have multiple accounts with Discover Bank under different username/passwords and Quicken downloads them separately successfully. Anyone else seeing their Chase accounts get skipped during one step update? No errors, it just skips them altogether in the summary at the First, have you already followed the steps listed in this Support Article under the heading, Quicken for Windows: how do I switch my Chase accounts to the new connection method? Additionally, Chase has identified a website issue affecting balance discrepancies with all account types connecting to Quicken. I have been using Quicken since 1995 but the Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. Why do you think it's a Quicken problem? Quicken downloads a balance and list of transactions from Chase. It was working fine until several days ago. Due to the nature of this issue and the recent migration of Chase Bank, we recommend reaching out to Quicken Support directly My balances are all messed up! My bank account balance is wrong. Do wonder if the new connection reset the download date to the current date and therefore only trying to download Done all the usual "Deactivate and Reset" Online access that I've done hundreds of times over the years to fix various Quicken download issues and even did a repair on Quicken, Navigate to Chase's website, (www. . The other 2 cards, the QFX file could not be opened. NEW 10/11/23 Chase - OL-221-A (activate) your account for One Step Update downloading in Quicken. I know these type of issues can be frustrating and I will do my best to help you. Hello @richlaz and @jpmartinjr, I am sorry to hear about this problem with online banking services. Select Chase from the list of Re: the longstanding Chase download issue from 2022, for the first time in almost two years my Chase credit card account finally downloaded transactions on its own today. In the last 10 days, Quicken no longer downloads of Costco purchases with Chase Visa. @colowizard I am getting Fidelity (and Chase) downloads successfully with R45. Trying to update via gear, no transactions or acknowledgement in the online updates status window for the Chase accounts, they don't even list. I just completed the process to use the new Chase connection method. The transactions are correct. Quicken says is a Chase problem. I don't have anything at all in my Chase secure messages. Chase is aware of the problem and is working on a solution, When adding Chase accounts to your Quicken software, you will be required to go through a verification process specific to Chase. another user suggested that using changing to Chase Investments New fixed the problem for him The transactions download correctly and Quicken matches the Chase on line account account. I don't no what else to try. 14, but more importantly, prior to the corruption. Trying to re-set up accounts for download. All of my other non-Chase accounts update successfully including Discover that uses EWC (not EWC+ like Chase). that could be endless. I do agree with @OldTimeQuser assessment. For the last month or so, all my chase credit card transactions are downloading as "pending". Looks like that problem has been solved. 2. All Exactly the same problem for me. Here's what I've found: In Quicken Classic Deluxe Version R54. But what I had to do was restore a backup from before the faulty Chase update corrupted my Fidelity UPDATE 11/18/23. I created the download from the Chase website and the new account shows up during the activation process but no transactions are downloading into Quicken. For me, this is the first major Quicken problem I've had in years. November 2022. BernieC Member There are two places where this is controlled in Quicken for Windows: - Globally, Having similar issue with Chase CC accounts. Today, I was able to download some or all of July's transactions, but NONE of June's transactions still, except for June 1 (which was when the problem started). I recently tried to "upgrade" to the new Chase Download service. I suggest that you contact Quicken support so they can look into the problem. Chase trouble. I have also been having this problem since October 3 and found that it is a known alert/problem on this site. 26. Transactions in these accounts are still present. The problem is this: If you enjoyed, using Direct Connect Connection with Chase, Chase no longer is supporting that protocol. it would be better suited for you to please Using Quicken for mac 5. Unable to add the 4th. Don't feel ashamed; we are happy to assist in whatever way we can with any questions you may have I received a notification today that Quicken wanted to update the means in which it downloads from my Chase credit card. 16, now can't download transactions into register. After the accounts are unlinked, return to Quicken, and attempt to Add the Chase Ever since the change over in how Quicken gets data from Chase, Quicken will not download transactions. Did not get escalated and the supervisor I talked with said I would need to repeat the trouble shooting steps and Report a problem again. I note there seem to be more numbers between the Activity and the . The latest transactions in the problem accounts were around the end of January. You may follow this link for more information regarding the Chase migration. Ensure that you have selected Financial Institution: "Chase". Why not just go back to the previous way of downloading until you and Chase can resolve this issue. I don't know how much time I lost arm wrestling with Quicken to get the new connection method to work. I cannot download from within the Chase Website. But this was a sloppy process. Ensure that you have selected Connection Type: "Direct Connect". Chase moved to this new connection on September 27, 2022. I went back to my 2021 file and saw that my Chase card that stopped downloading We are having an ongoing problem for months now with Quicken Mac, where it will only selectively download transactions from Chase Bank credit cards. Payments show up and totals seem to be correct but no charge transactions. I never received ANY errors then or currently. We do have an ongoing active alert regarding Chase users being unable to download new transactions after performing the migration. That hangs up too. Chris_QPW Quicken Quicken not downloading Chase credit card transactions. Running Quicken Home and Business. 16. It is only my Chase checking account. Attempts to download from Chase via One Step Update bring up a blank screen. Unsure whose problem it is but I've been having trouble with Quicken downloading random stuff and putting transactions into the wrong account for the last month :(0. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less This is not an issue with Chase only. Bank says problem is arising on Quicken end. My accounts are added, and I have no problem downloading transactions. My chief is my inability to pay bills through my Chase account via Quicken. Tried resetting accounts. In Quicken: Click on Accounts > New from If you are still having a problem getting downloads set up with Chase, go to your Chase. We would like to show you a description here but the site won’t allow us. But each try results in complete freezing of Quicken, requiring closing If quicken doesn't work with Chase it shouldn't be in the business. Close Quicken, wait a few seconds and restart it. and it is automatically updated with the current version so that isn't the problem. How long have you waited for Quicken to be done with this process? What I can tell when first setting up the downloading of transactions a lot of transactions are being downloaded and it seems that when it gets the go aways that it is authorized to download the transactions it also goes through some kind of very lengthy process to try to remove duplicate transactions. 5 Chase accounts. After Quicken implemented the new Express Web Connect+ to replace Direct Connect it has been nothing but one problem after another. And chase downloads have now stopped working. " QFX downloads from Chase credit card account stopped working. However, I now am aware of issues downloading from my Chase CC missing transactions. That will pop out some more choices and you can click on Rest Account Connections. Wondering if others have had this problem, and if there are any suggestions. 1) I saw when the problem started 2 months ago, a post that the issue with US Bank was known to Quicken, so I don't think it is a problem with my set up. Is this a Chase problem or a Quicken problem? Hello @RJisha , Trouble Downloading Amazon Account tdursk Quicken Windows Subscription Member November 16 edited November 17 in Download, Add/Update Accounts (Windows) When adding Chase accounts to your Quicken software, you will be required to go through a verification process specific to Chase. I'm using Quicken Classic for Windows version 57. Is this a programming glitch or unique to my PC? Thanks for assistance. Now Quicken should allow you to link the Chase online accounts with your Quicken Chase accounts. So, hooray! So, hooray! And hopefully I haven't jinxed it by posting here. That file has extension But there IS a problem with Chase Direct Downloads with Quicken Windows, Quicken Mac, Banktivity and even Mint. That's a Chase problem. About I have tried for several hours now. This is going on for several weeks now. One thing I find interesting about this about this problem is that this is with Express Web Connect +. 1. However the balance in Quicken says my balance is $63 on the card, however real QFX downloads from Chase credit card account stopped working. I would be surprised if my solution helps anyone else, but just in case. Similar problem. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. It's a Chase problem. I go to "Update Now" - my username is pre-populated - I then enter my chase password. It seems other users are having this problem too @cushkul, Your main file is where the issue resides and the test file works fine. Version 35. financial. 16, the most current version for Windows 10, “One Step Update” is failing to download charge transactions from a I have reset accounts and it still does not download using one-step update. Quicken has sucessfully downloaded my 1st Source bank transactions for about a week. I am having this exact same problem, right now. Both my spouse and I have Hello @William Smith Jr and @Liz Renninger, Thank you for reaching out to the Quicken Community with this issue. What's Happening? Chase is discontinuing Direct Connect and Express Web Connect (EWC) and updating to a new method for downloading information into Quicken, called EWC+. Boatnmaniac Quicken Windows Subscription SuperUser I have a similar problem. Validation not helping. After getting shuffled back and forth between Citi and Quicken, I realized that the downloading problem was on Citi's end. Re: the longstanding Chase download issue from 2022, for the first time in almost two years my Chase credit card account finally downloaded transactions on its own today. I cannot download from Quicken. new Chase connection/transaction download problem. Mark McIntyre Member Hello. chase. 32nd year as a Quicken user. But I am being pestered by Quicken to change my chase credit card account to the new download system. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less I have been using the Quicken Home & Office for years. If the issue persists, proceed to Super Validate. My Chase transactions haven't downloaded since 12/31/21. Deactivated , then reactivated , and the few tranactions downloaded . but on subsequent days this week, my Chase VISA transactions appear to be downloading Since migrating to the new method of downloading Chase Bank transactions into my Quicken for Windows, I have been experiencing recurring problems; I've been told to &quot;reauthoirze&quot; my Chase accounts about every 3rd day; independently, there are also transactions that are not being downloaded. One of the personal cards downloaded correctly. However my problem is cannot add the new Chase Credit Card account to the account list. It's a combo Chase/Quicken problem that can affect other financial institution accounts. Not a huge problem since I can update the spouse account by a manual download, but still would like to This is not an issue with Chase only. 1. sradish Quicken Windows Subscription Member. This seems to be a recurring problem - I can't get my Chase checking account to update in Quicken. Let's see if you're getting an error message. Close Quicken (leave it closed for at least 5 secs) Reopen Quicken and see if the issue persists. It seems the problem was related to syncing issues related to Quicken mobile. com online account and check to see if your account is still activated for Quicken. After 30+ years as a Quicken customer, like the other posters above, I am "weary" of all the download errors. Well the problem continues, somewhat. Since the updated Chase connection my downloads from Chase are very slow - I mean it takes about 5-7 minutes to download transactions from my 5 accounts. If you were using Quicken to upload Payments to pay your Bills, you can sign up for Quicken Bill Manager, were you are limited to Free Bill Pay where you can Why would you not have tested the Chase transaction download before moving forward? Extremely poor customer service to go a month with no resolution. This discussion was created from comments split from: Upgraded to 54. Thank you for continuing to follow up with me on this. I am using R53. Super Validate: File; Hold CTRL + Shift and click Validate and Repair File I'm using Quicken Classic for Windows version 57. I de-activated the Direct Connect downloads and have attempted to reactivate. When attempting to add Chase shows that it's authorized; Another thing that some people have done is to stop using OSU and Update Now for these affected accounts. I have seemingly correctly linked the new Chase Quicken account to the actual new Chase account for downloading purposes. Mark McIntyre Member It's been 4-5 months (minimum) since the ability to download account data from Chase stopped working. How could Quicken to fix it? The program gets an online Completing the Chase migration is likely to resolve your issue. Message says to contact financial institution, but other Chase accounts download successfully. Use the Add Accounts process ("+" icon in Account Sidebar title line) to pretend to add this account again. 1-I’m trying to download transactions from my Chase Bank credit card account. With EWC+ you need to give permission at each financial institution to allow downloads to Quicken, so I'm wondering if that's the source of the problem, i. The setup takes me to the Chase site and shows all of the cards including the new one but when I go through the process of approving all cards for Quicken downloads it shows all accounts except the new one. I finally gave up on downloading due to all the problems. 3, on macOS 13. I updated my Chase Account after the new connection became available, but now I get an orange dot by the account name AND a note in an orange box at the top of the account saying, "There is a problem downloading transactions for this account. Help! 0. Home ©2024 Quicken Inc. I have Chase credit cards for which transactions download successfully. I am also getting issues with downloading Chase credit card transactions on both my wife's and my credit cards. The "Online Balance" updates to the correct amount, but nothing else comes Learn what to do when you experience a problem downloading transactions from your bank. The first thing you should do is to make a backup of your Quicken file. I finally gave up on downloading due to all the Am I the only one failing to be able to download a QFX file from chase online banking for a credit card? I had to switch to Chrome because my privacy settings of Firebox I have set up Quicken at the Chase site to allow Chase to download to Quicken using Chase access but it will not download. It's been 9 months since I first had a problem downloading from CITI to Quicken and was promised early on that it was Quicken's problem. I must reset my account daily or perform a manual download from Chase and import the transactions into Quicken. I ended up deactivating their online service and trying to re-establish it. 5 second) flashes a window with a download bar, but nothing actually downloads. 9 Download transactions 2 days ago without issue. I will use Quicken until my year is up and cancel. For a month worth of transactions the update blew away Seeing the same problem here, with two Chase credit card accounts. the entire issue is with quicken only seeing all chase accounts as 1 login. Mark McIntyre Member This problem seems related to the latest update - maybe. It's not a filter problem - I've been through that. I have a My Chase. This problem only occurs The problem is that my two Chase credit accounts just stopped updating in Quicken. Based on my own experience, and that of others, converting to the new download system for Chase seems to be what messed up the Fidelity connection (even though that makes little sense). All accounts went well, except for Chase credit card accounts, which, after going through the Set Up Online and logging into my Chase account within a browser, goes to a blank web page withe Chase branding at the top. In Quicken, I just went back to Direct Connect although this option will end sometime soon and Quicken nags me to change it. hornet96 Posts: 831 Chase is changing the protocol used to download transactions from your Chase accounts into Quicken. kndtl138 Quicken Windows Subscription Member. I stop using Quicken to issue payments on Quicken due that several times Quicken missed to transfer the payment request or unable to send the request, so for more than a Year I make all payments needed from Chase account directly in Chase but now Quicken doesn't downloads schedule and new payments into quicken. bpemp kaxv kwrlvcw tgxo euc nhmigwi kkwmhkb zdgwyx qzljpyu sgxo
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