Chase quicken download problem. Two of the accounts with the first login work fine.

Chase quicken download problem › Quicken Classic for Windows › Download, Add/Update Accounts (Windows) Chase Transactions not Downloading. Follow the steps below to create a test file: Choose File menu > New Quicken File. Quicken and Chase should clarify the whole proper financial institution to pick and process. Home › Quicken Classic for Windows › Download, Add/Update Accounts (Windows) All Chase transactions downloading as pending. I'd also note that you said you could log onto Chase successfully, and therefore the problem wasn't with Chase. Problems with both. My accounts are added, and I have no problem downloading transactions. Currently Chase is generating one with errors in it, and that is the problem. Quicken's connection to my Chase Credit card stopped working a couple of weeks ago. And I *have* been able to download those transactions into Quicken over the old connection or by logging into the Chase After some time (usually the next business day), pending transactions are listed in the USAA account as actual cleared transactions. But this was a sloppy process. Gets stuck. The other 2 cards, the QFX file could not be opened. " The Vanguard account has a similar problem. But there IS a problem with Chase Direct Downloads with Quicken Windows, Quicken Mac, Banktivity and even Mint. Chase downloads went from occasional problems to a complete failure to update. And chase downloads have now - Subscription Quicken - Win11 and QW2013 - Win11 Thanks for the tip, I forgot to look at the opening balance, which was changed after the Chase problem. Quicken Anja 207 views 2 comments 0 points Most recent by Quicken Anja December 2024. This just started yesterday (12/13/23). Hello @jcoley2, I do apologize for the frustration and inconvenience this has caused. make sure you Link it to your existing Chase account. Running Quicken Home and Business. M_M Quicken Windows Subscription Member. Some Transactions not downloading from WFB, Chase, etc Kailana Quicken Windows Subscription Member. 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: As explained in the FAQ, the financial institution decides on the availability of transactions that may be imported directly into Quicken. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. I have 2 Chase cards:Amazon and Chase Freedom. All of the missing transactions DID Downloads from Chase accounts were not downloading properly and Chase has not figured out the problem. Note that account reconciled this morning (Chase's "current balance" is now consistent). Support told me to start new data file. That hangs up too. I do not see any solution to the problem searching the internet. The update dated for January 14, 2023 came from Quicken Jasmine and it basically indicated that this problem was still ongoing with yet no solution in sight. Help! 0. It's a combo Chase/Quicken problem that can affect other financial institution accounts. Here's what I've found: In Quicken Classic Deluxe Version R54. thecreator Quicken Windows Subscription SuperUser Same here, I have reset the Chase account, no luck. The new Chase Bank connection to Quicken has an irritating flaw. In this case, it would be necessary to reach out to Quicken Support for further assistance with this particular issue. After logging onto Chase Bank a message pops up telling me to return to Quicken and complete the linking process. It was working fine until several days ago. The Support team will continue to work on the problem. One of the personal cards downloaded correctly. Unable to add the 4th. Click OK. I download from Chase Bank into Quicken Rental Manager. I am using quicken For Windows (subscription) and it is automatically updated with the current version so that isn't the problem. When I go to reauthorize, it shows up on the list of my Chase accounts in the first step where it show you all the account currently connected but then when I go to the next step it is not included as one to link There seems to be a LOT of problems with the new Quicken/Chase connection. I approve on the Chase website (and it confirms the account is approved), but Quicken continually asks me to re-authenticate. 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 Quicken synced with Chase. Note, that I just checked that the Chase Web Connect/QFX file has completely different unique Ids in it, so if you were to import it into the same account as the Express Web Connect + one you will get duplicates for every transaction in it. Marilynsanta Quicken Windows Subscription Member Hello @jdaileyin, Thank you for contacting the Quicken Community with this issue. Haven't been able to download on a new account at chase. Currently, there is an Open Alert regarding Chase accounts and issues like those you describe. I can download transactions from a different Chase card just fine but the Amazon export does nothing. If you want to download from the website, try to stay with that method. I've done the same things with my own Quicken data file and cannot get any Chase I am running Win 10 and Quicken Premier 2024. June 8 edited July 27 in Download, These are posted transactions more than a week old, and other transactions before and after are downloading into Quicken. The Quicken Support phone number can be found through this link here. Like others have reported it seems the download 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. Hate to say this but this package is getting more and more troublesome. November 8. But it takes several calls and many hours on the phone before I find the right person. But each try results in complete freezing of Quicken, requiring closing Quicken with Windows Task Manager. If I try to add them again, I receive a message that they are already connected. VERY highly experienced in this process over the years and it used to always fix things until 2024. When linking my Chase Bank accounts Quicken gives a link to Chase Bank and requests that I logon to verify my identity. Since your CC is part of your "Chase accounts" - and if you use Quicken - the I have 6 Chase accounts (checking, savings, CCs). Validation not helping. It used to work automatically after I selected the QIF or the QFX download. Now, there is a dialog box that pops up and it does not work! [Edited - Readability] Nothing downloads! Now what? Do I need to manually add each of the transactions one at a time? I've sent complaints to Kohl's about they're lack of response from requests to fix the download issues we have. I've looked for method to verify that Amex card is personal vs business but can't find out how to do this. TestFile CORRECTLY downloaded all Chase transactions, including the ones missing from my main file. The transactions show up if I do a register report or an export to Excel but still do not show in the quicken register. 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. 5 second) flashes a window with a download bar, but nothing actually downloads. /Tools/preferences/Quicken ID/sign in as a different user/ Which caused a sign out, I signed back in, did an update and my It looks to me more of a bug in Quicken rather than Chase download. 16 with my Chase and CapOne accounts - and have no I recently purchased Quicken Classic, using a Windows computer. January 2023 edited February 2023 in NEW 12/28/21: Slowness or errors when performing a One Step Update — Quicken BTW Chase, Citi Cards, and Discover Cards all have Direct Connect for free, and because it a communication directly between Quicken and the financial institution, it isn't affected by these server problems. All appears to work except NO transactions actually download. November 2022 edited December 2022 in Errors and Troubleshooting (Windows) I thought I had resolved the Chase update issues 2 weeks ago. I de-activated the Direct Connect downloads and have attempted to reactivate. I am NOT able to download Checking/Savings transactions from Publix Employees Federal Credit Union or my Sam's Club Synchrony Mastercard. Chase has identified a website issue affecting balance discrepancies with all account types connecting to Quicken. Searching "Quicken" on the Chase site, it says that we need to give Quicken permission. 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. It seems the problem was related to syncing issues related to Quicken mobile. Quicken has not downloaded a single transaction over the new connection to Chase, but I have made multiple transactions. I just wonder if I'm the only one having this issue. I don't have anything at all in my Chase secure messages. Brought everything into balance and downloaded tonight and had to do it all over again. Sometimes adds or subtracts transactions changing balance. I get no errors, it just doesn't download any transactions. But I am being pestered by Quicken to change my chase credit card account to the new download system. ( Quicken Deluxe for Mac) Chase Amazon Prime CC. 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. Hello Chase - Download QFX Problems OL-221 (edit79) After you start from scratch, by deactivating all Chase accounts in Quicken and then deactivating Intuit at the Chase website, when you re-add accounts from Chase at Quicken MAKE sure at the Chase website you uncheck any old accounts that are not funded. I am using Quicken Deluxe for Windows at the latest revision. This seems to be working so far. I finally gave up on downloading due to all the problems. Not sure how Quicken processes the raw download data, but it's definitely not working like it did in the past. As others have noted, deactivating amex online downloads and reauthorizing the account does not provide new transaction downloads. Close Quicken (leave it closed for at least 5 secs) Reopen Quicken and see if the issue persists. The trick of checking and then We would like to show you a description here but the site won’t allow us. I have some credit card transactions that have cleared on chase but aren’t downloading. Let's see if you're getting an error message. That said, I'll contact Quicken shouldn't be downloading any pending transactionsso paid bills are paid bills. Download Quicken Simplifi app. Quicken says is a Chase problem. Problems downloading transactions are categorized two ways. I created a test file that would download all of the recent transactions (but only for a I began having download issues with my JP Morgan/Chase brokerage acc't several weeks ago. Cannot download from AmEx or Chase credit cards. This clearly is a Chase Bank problem. This is going on for several weeks now. Chase migration - problem downloading to EWC+. For the last several weeks the download of transactions from a CHASE credit card will not update the QUICKEN accounts. Frankx Quicken Windows Still having problems with transfers downloading. November 2022. Log into chase. The transactions download correctly and Quicken matches the Chase on line account account. the are ALL AUTHORIZED individually, successfully, but quicken cannot handle the reality that chase requires separate logins for business and personal. 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 quicken account as of 2/27/22. Other than yourself Chris, I haven't received any meaningful feed back or suggestions. qfx. Quicken will only recognize bills on the day they are paid or when a new deposit is made. Chris_QPW Quicken Windows Subscription Member This is a Chase problem. Now when I go to accounts and try to turn on Download for Chase, Quicken completely freezes. 2 (Build 705. But I can see that there are numerous transactions that should be coming down. They get downloaded to Quicken when Chase pays them or if it's a Chase credit card when the charge is posted by Chase (which includes restaurant charges WITH the tip or gas station charges WITHOUT a verification $1 charge). Quicken clearly Why were we not informed that there were problems with the new downloads from Chase instead of told we need to make the change?? My balances are all messed up! I am really very upset that at the least Quicken did not email its users to this problem and continued to allow us to download! 0. Several Validation issues, none related to the Chase Checking account. I have used Quicken for about 30 years and have had the Fidelity transaction download problem since 9/16/22. Each time i tried to connect the accounts in quicken quicken would show 'do not add to quicken' as the linking action. I just ran the most recent Quicken update to fix the Chase update process (9/17/2022 9:50am CST). My Chase. Chase Bank is making transactions available for download into Quicken (and on their website) on the posting date of the transaction. Now that chase uses EWC+ connection method, these Pending payments do not download into quicken until the day the bank actual pays the bill. The former may be up and running, while the latter may be down, or be restricting traffic to limit loads on the server. I download the file to my C: drive Downloads File, but when I anyone else seeing chase bank and credit card transactions not downloading? I can’t tell if it’s a weekend transaction timing issue or a bigger chase issue. Connecting to Chase bank is a problem. The problem is that my two Chase credit accounts just stopped updating in Quicken. Sign back in using your Quicken ID (email) and password; Once that is done, see if the issue still continues to persist. I only use QFX import which generally works ok and, at least while you are fixing your quicken data, I suggest you do so too. I stumbled on it after I spent many hours troubleshooting. Transactions not downloading or partially downloading from Chase is a known issue. This subreddit is for community discussion of Quicken money management application. After the accounts are unlinked, return to Quicken, and attempt to Add the Chase accounts by I don't wish to use One-Step Update, but do want to manually download my transactions from Chase using Quick Connect (QFX), one of the options at Chase for downloads. 3, on macOS 13. Today I updated my accounts and 1) I had to re-authorize AGAIN and 2) roughly weeks worth of transactions are missing. The "Online Balance" updates to the correct amount, but nothing else comes through. All Categories; 26 Announcements; 182 Alerts, Online Banking & Known Product Issues; 13 Product Alerts; 689 Welcome to the Community! 585 Before you Quicken not downloading Chase credit card transactions. My husband has a different Quicken data file and his Chase conversion was seamless. Tried resetting accounts. 1K Product De-activated and removed download information for all credit cards at least three times in Quicken. Thank you for discussing this with us here on the Quicken Community. 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. David@Houston Quicken Windows Subscription Member Having similar issue with Chase CC accounts. I understand there have been many posts on others having the same issue . I've reported the problem to Quicken through Quicken Classic. 11. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. The site where you login as a customer is typically different than the site where Quicken logs in to download transactions. Using Quicken Classic Premier. Hello again, I am running Win 10 & Quicken Premier. Quicken gave repeated 501 error codes. Chris_QPW Quicken Windows Subscription Member Note: Due to how Chase sends data to Quicken, it is possible that users may see an Online Balance in product that includes Pending Transactions. In doing so, we will be able to determine if this is caused by an issue within your data file or a potential bug within the Quicken program. Back in Sept 2023 it stopped updating with one step update. Very frustrating. I have to close the program through Task Manager. So, in order to keep my Chase accounts on Quicken correct, on 9/2/2024 I decided to do a . 2-I deactivated the online services for Chase and took steps to reactivate as follows: I entered my Chase Bank ID and password, Chase bank then sends me a code by text and I enter that code. It is showing a Transfer to pay a wrong credit card. How? By going to our Secure Messages on Chase and clicking a link to go to the authentication page. Merrill Lynch works. Is this a programming glitch or unique to my PC? Thanks for assistance. @Splasheryou responded I have multiple Chase checking, savings and investment accounts. 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. There's multiple threads with multiple issues: 1) Attempts to download from Chase via One Step Update bring up a blank screen. Chase credit card and bank transactions have been downloading fine until this week . 2. Sosomewhere Chase messed things up really badly. I have to manually download each of my accounts to get them updated. I may have to re-create the account to get it to download. It's definitely not a Quicken problem, it's a Chase problem. I ended up deactivating their online service and trying to re-establish it. If this happens, you will need to manually delete the duplicates. Feel free to ask questions, provide community support, and post informative links and howto's! Works just fine for my four Chase credit cards. talbotta Quicken 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. Still not updating Chase. Home › Quicken Classic for Windows › Download, Add/Update Accounts (Windows) Chase not downloading. I am on Mac Quicken Deluxe Version 7. Having to reauthorize all cards after being away two weeks is annoying enough but not being able to reauthorize both Chase credit Before you try to reauthorize, make a backup of your file then deactivate the downloading for Chase. Using Quicken Premiere Version 58. 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. Downloads over 6000 previously downloaded transactions. Deactivating CHASE accounts causes program to not respond. I cannot download from Quicken. MPS Quicken Windows Subscription Member 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. I don’t have checking or savings. qbo File Instead of . com online account and check to see I rarely have a problem with Direct Connect downloads either. Hello @deriter, If you're seeing this behavior on the Chase website, have you contacted Chase about this? I've can't download my Chase credit card transactions. Quicken helpline says it is a JPMorgan issue. My current problem is that all of a sudden a credit card account (Amazon Prime) I have had for years is not functioning. downloading a spreadsheet and identifying missing transactions. I contacted Chase tech support today and was told this is a Quicken problem. This discussion was created from comments split from: Upgraded to 54. 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. 16, Build 27. ) Exactly the same problem for me. Home › Quicken Classic for Windows › Download, Add/Update Accounts (Windows) Chase Bank issue - downloads vs reconcile. One step update appears to complete but no transactions are downloaded. Has anyone else experienced this and were you able to fix it? And yes, there are testing protocols, so users seldom encounter a substantial problem. The process posted by user "Fighter Pilot" found on this Quicken support page fixed the download problem with my Fidelity accounts. Starting September 29 or so, i noticed NONE of my credit card transactions are downloading. I did the recommended suggestions but it looks like all of my debit purchases are not being downloaded. May 16. 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. Not getting any downloads between savings and checking accounts. I am unwilling to spend more time as they dropped the ball. I am using windows quicken classic. Am I the only one failing to be able to download a QFX file from chase online banking for a credit card? Firebox were too strict. It connects to Chase just fine. Same problem here: Chase account in Quicken is upgraded, Quicken shows as an active connected app at chase. Per this Community Alert, please follow these steps to troubleshoot the issue: Go to the account register you're having trouble with; Click the Gear icon in the upper right; Click Update Now; Repeat this process for all of your Chase accounts Chase - Download QFX Problems OL-221 (edit79) This thread is about downloading a QFX file and importing it into Quicken. kndtl138 Quicken Windows Subscription Member. I have a business and personal Chase account, when I re-authorize one, the other drops off from being authorized! 0. HiI just posted the same question under the "Download, Add/Update Accounts (Windows)" question category. I am Why can't I download an account from Chase. 100). Much worse problem this time. 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. Since the last update I have been unable to download any transactions. Of my 4 credit cards on Chase on my wife's account, at least one is not downloading into Quicken. This has been going on for weeks, ever since we had the option to switch to the new connection for Chase. Top. Scott Rose Quicken Mac Subscription Member February 20. July 2023 edited August 2023 in Download, Add/Update Accounts (Mac) i have two different credit cards with chase. I Navigate to Chase's website, (www. After 30+ years as a Quicken customer, like the other posters above, I am "weary" of all the download errors. I have been using Quicken since 1995 but the Chase app is the same as Quicken now days. Hello @richlaz and @jpmartinjr, I am sorry to hear about this problem with online banking services. Hence my problem post to the larger Quicken community. 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 Chase sent me the codes when I followed Quicken's instructions. chase. And hopefully the Quicken team is seeing this and find out why Chase cards under business is failing. I cannot download from within the Chase Website. is there any way we can get these I have multiple Chase accounts with three different logins. Using Windows 10 on an older computer. So, I'll live. After Quicken implemented the new Express Web Connect+ to replace Direct Connect it has been nothing but one problem after another. It's not a filter problem - I've been through that. For each account, Quicken updates complete (in what appears to be a successful way) are report zero new transactions. Any ideas what I can do to solve this problem? Tagged: Online Banking; Accounts; 0. 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, but one of the accounts will not download transactions from April. @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. Super Validate: File; Hold CTRL + Shift and click Validate and Repair File Solution to Chase bank connect and download issues. 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. Anyone else having this problem? This has been occurring since early June. I have been able to authorize downloads for both credit cards for years so Quicken has changed something. we know its a problem and we have no answer and not date It was an ordeal but Chase first said that they were aware of the problem and they were working on a fix. I have Chase credit cards for which transactions download successfully. Home Can I have you go to Help>Report a problem from within your software? Please provide a brief description of the issue and leave I tried to download my recent Chase credit card transactions for a custom time frame Feb 23 to 26. This problem seems related to the latest update - maybe. I am having probems downloading bank tractions from Chase and BMO Harris. com for several days. I'm using Quicken Classic for Windows version 57. The Quicken We are having an ongoing problem for months now with Quicken Mac, where it will only selectively download transactions from Chase Bank credit cards. 5. I've watched the Community thread post this problem hundreds of times and the same non-answer keeps getting posted. Thanks. but it is not Chase's fault because sooner or later there is someone at Quicken who can solve the problem. I never received ANY errors then or currently. After the accounts are unlinked, return to Quicken, and attempt to Add the Ever since the change over in how Quicken gets data from Chase, Quicken will not download transactions. All of my other non-Chase accounts update successfully including Discover that uses EWC (not EWC+ like Chase). I After a Windows 11 update, I am no longer able to download from PNC, Chase, or Citibank into Quicken. So, hooray! So, hooray! And hopefully I haven't jinxed it by posting here. If you do not see the bookmark ribbon, please > @carbuff said: > I've searched and seen several posts about the Chase authentication process, but I haven't seen this specific issue addressed. > > I have been trying to perform the new authentication process without success. Quicken and/or Chase needs to fix this problem ASAP. How to fix? Home Corrupted file -- planning to restore from a back-up saved before the problem started. Help If you have more than one quicken date file, then rather than killing Quicken, you can do a right click on the Quicken icon in your task bar and select a I have two Chase credit cards. 9 Download transactions 2 days ago without issue. I've tried multiple things. Given all that, I would suspect there is a problem in the Quicken Cloud Service/Quicken Cloud dataset. It worked well until December 16. I'm running R54. 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, &quot;There is a problem downloading transactions for this account. Is there a problem Quicken is not telling us about? I logon directly to the Chase webpages, check the transactions, and then try When I attempt to link my Chase credit cards, I receive a message that my accounts must be added to Quicken. 32nd year as a Quicken user. Now I only have one Chase credit card set up to download. I cannot even close Quicken, I have to go to Task Manager to close Quicken. If you decide later that you want Quicken to update automatically rather than performing this manual process yourself (or vice versa), be mindful that you may encounter duplicate transactions on that first change of process. my Chase VISA transactions appear to be downloading correctly to Quicken Classic Premier with each One Step Update. Chase accounts appear to be updating correctly using one-step at the moment. I was able to get it to work for a checking account and 3 credit cards. This has To be sure - I deactivated online services for Chase in Quicken and exited the app, went to the Chase website and disabled the Quicken connection, and redid everything from scratch. Quicken Jasmine Quicken Mac Subscription Moderator mod. 16, now can't download transactions into register. During this process there might be transactions entered into register that are duplicates of what is already there. I have this problem for Chase and CapitalOne business credit card accounts. That always results in duplicates, so the final step is comparing Quicken transactions to Chase and deleting the dups. I am able to download transactions from a Chase-Amazon Visa card. 1. Maybe yes, maybe no. Thanks for continuing to speak with us about this. The lack of a Chase download has been a "known" problem for about 2 months!!!!! The updates are useless, just the same response. Quicken Kristina Quicken Windows Subscription Moderator mod. I recently received an Email update pertaining to the problem of Chase transaction not downloading into our Quicken registers. I get an email from Chase saying Quicken/Intuit is authorized. At first I thought it was just Chase but now I see no banking downloads are working from Chase or US BANK! looks like a Quicken problem? Home › Quicken Classic for Windows Is there a problem between Quicken and amazon. So, Quicken thinks the Chase account is a brokerage account but Chase says the account is shown as a "checking account. Tagged: chase; 0. Quicken downloads the transactions that went from pending to actual transactions a second time. QFX file import from Chase for the affected dates, 8/23/2024-9/2/2024. I hope that is In the last 10 days, Quicken no longer downloads of Costco purchases with Chase Visa. We do currently have an active alert regarding Chase users being unable to download transactions after reauthorizing their accounts. Quicken is having a lot of issues lately. Is this a Chase problem or a Quicken problem? Hello @RJisha , 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. I will use Quicken until my year is up and cancel. Select Tools menu > 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, After Quicken implemented the new Express Web Connect+ to replace Direct Connect it has been nothing but one problem after another. 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 I also use Chase . Is this an Amazon or Quicken or Chase problem. Bye bye Chase. I just stopped downloading Chase investment accoumt transactions due to all the problems. hornet96 Posts: 831 Joined: Sun Nov 25, 2012 11:45 pm. 54. When I try two add accounts 3,4 with the second login, it does so, but says "accounts 5 and 6" not found. 0. In attempting to download my set of Fidelity accounts, they are done with OSU using my Fidelity 1 username and 1 pw. Returned to my main file, proceeded to Validate as recommended. 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. Not sure what the issue is, but We have 3 Chase cards 2 personal and 1 business. You can follow the link provided here for all additional information and any future updates. No explanation, no help. JPMorgan says it is a known issue between JPMorgan and Quicken. You will be prompted to decide what to do with the imported data. My accounts are getting all screwed up. Problem with downloading transactions from my chase bank credit card statement. 2. If the issue persists, proceed to Super Validate. I'm still having problems with downloading all of my transactions from Chase. Updated Chase again on post-validate file, missing transactions still did NOT download. Which amazingly, connection problems always seem to rear it's ugly head My problem is I have 2 different sign user id's with chase. Sherlock Quicken This is a HUGE problem! I have had to enter payments (and some charges) manually for months now! It's like a black box (no instructions on this from quicken). When prompted to use the new Chase Connection, my accounts say "There is a problem downloading transactions" "Reconnect". If the issue is resolved after performing validation, then please disregard the instructions to Super Validate. THEN click the "plus" sign to add the account, cross my fingers, hope that the Quicken Servers find all the accounts (Chase and Discover the Quicken servers aren't finding all the accounts), re-link to existing accounts and then it'll download. And that "last transaction has changed, do you want to save it?" is driving me nuts and causing problems also. In the File name field, enter the name of the new file, then click Save. Quicken could learn a lot chase credit card payment download problem. For the last month or so, all my chase credit card transactions are downloading as "pending". I would just like to know if it is a problem with Quicken or Chase. I've had this problem with Chase in the past in May and it eventually went away after a few weeks. when i download the transactions, either through one step update or manually through the chase website, payments show up in both accounts. . 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. 51955. Another option you might want to consider trying: Log into your online Chase account and manually download the missing transactions in Quicken Web Connect (QFX) format. We recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and utilize functions such as screen share. Is anyone else having this problem? Tagged: Transfers; 0. Payments show up and totals seem to be correct but no charge transactions. I have 4 CC accounts with Chase, 3 work well in Quicken. Every time I reauthorize one credit card Quicken deactivates the download for the other Chase credit card saying the account does not exist. The oldest know missing transaction was from 1/10/2024. Chase has three internal dates for every transaction including Trade, Post and Settlement dates. I will see if that solved our problem as time rolls forward. Chase says everything is correct at their end. 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. Add me to the list of users with Amex downloading problems. Some other banks, like BOA will charge that type of fee to "pay bills" from your bank account using Quicken, but Chase doesn't charge for bill payment. First Statement posting in a few days. Actually hung the Chrome browser trying to authenticate. Categories. 1. In Quicken, I just went back to Direct Connect I have been trying for months (since October) to get help from Quicken support and it is still not working after hours of being on the phone with tech support multiple times. So, I know they exist in the Chase system. Home › Quicken Classic for Windows › Download, Add/Update Accounts (Windows) Chase Bank Download Not Working. Chase is going to start this too, it will be a double pain as I use it more. It created a qfx file which is either null and/or I'm unable to import into Quicken, neither by double clicking on the file in my Downloads folder (usually works while Quicken is open, which it is), nor by going through the Import process in Quicken's File Ever since the change over in how Quicken gets data from Chase, Quicken will not download transactions. It's been 4-5 months (minimum) since the ability to download account data from Chase stopped working. Quicken Kristina 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. likeke Member August 2022. I have disabled Online services, re-enabled, re-downloaded, but these certain Solution: Don't to mix your methods for getting transactions from your bank. When downloading investment transactions from JPMorganChase all investment accounts are switched from complete to simple tracking. This leads to account balance problems unless checking previously cleared/reconciled transactions are manually matched. One of my accounts at Chase refuses to download transactions. All Categories; 26 Announcements; 204 Alerts, Online Banking & Known Product Issues; 14 Product Alerts; 687 Welcome to the Community! 583 Before you Buy; 1. They are equipped to investigate and troubleshoot this particular problem in greater detail. I changed nothing, and as of yesterday my other bank accounts have the same problem. I did all the steps above in Having trouble downloading transactions from Chase. Finally gave up and did QFX downloads direct from Chase since Nov 6 to overcome this Otherwise, Quicken might instead add a new Chase Visa account to Quicken. If the issue is resolved after performing validation, then Same thing happens with my Chase downloads. This discussion has been closed. So, it will find two of the 3, disable the business one which is under a separate login, rather than leaving it all alone. I just downloaded a QFX file of my Chase cc activity and the <ACCTID> field is present and correctly populated, and there is a unique <FITID> for each transaction. Deactivated , then reactivated , and the few tranactions downloaded . Then later, they are changing the posting date of the transaction to the same date as the settlement date. Basically, this For me, this is the first major Quicken problem I've had in years. I am running Quicken Deluxe V6. Chase is changing the protocol used to download transactions from your Chase accounts into Quicken. Nothing is getting downloaded or even connected. Chase now provides two years of history for download so you should be get everything you need. Let us know how it goes! -Quicken Anja Make sure to sign up for the email digest to see a round up of your top posts. This morning used One Step Update on all accounts and a transaction posted yesterday to my Chase checking did not download. I had to deactivate downloads and re-link accounts in September. December 2024. If quicken doesn't work with Chase it shouldn't be in the business. 16, the most current version for Windows 10, “One Step Update” is failing to download charge transactions from a Chase VISA credit card in the following scenario: Recently my two chase credit card accounts quit downloading charges. ONGOING 12/18/24 Synchrony Transactions are Downloading as . For the past week or so, Chase Bank Credit Card (using the Chase OAuth Connection) has started updating the Online Balance a few hours ahead of clearing the transactions. com), look for third party apps, and unlink Quicken. If I go to the BMO website and download transactions to Quicken it updates correctly. Chase is aware of the problem and is working on a solution, though we do not have an ETA at this time. Of the eight JP Morgan financial institutions Quicken is aware of, five indicate they support investment accounts and I have investigated this problem further. Chase is one of the biggest banks out there. Used to be able to do it from Chase accounts or from Quicken. Home RESOLVED 1/11/25 Chase - Online Balance including Pending Transactions. I must reset my account daily or perform a manual download from Chase and import the transactions into Quicken. I was able to see all the transactions on my credit card statements, they were all included in my CSV download and QFX download. Wonder if any other encountered the same issue. All accounts were already linked in quicken except the checking. Authorize quicken as a third The issue appears to be resolved. I have 4 accounts at one institution - checking, savings, loan, credit card. 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). The problem is that somewhere my old account# is associated with the new account #. Account download freezes. Quicken says it's a problem at Chase. When I go to tools, account list and scroll down to the investment account it shows "no - activate download" under the transaction download column. Any tips? Hello @Bruce_AT and @Jdesorm, Thank you for contacting the Quicken Community and sharing that you are experiencing this issue with your Chase account balances. Non business accounts are OK. Select New Quicken File. Is it still a problem with Chase? How in the world does the account classification in Quicken impact the download from Chase? I classify some accounts in Quicken as business that are Since my Chase switch over last month my updates work fine BUT will NOT bring the bills I pay within the chase App into the Quicken update. After aurthorizing Chase when prompted and following the directions, my transaction do not download into any of my Chase accounts. And then they had me sign out of quicken from within the app sign back in and that solved the problem - downloads work. I have tried resetting the account, deactivating and reactivating it, and even turning it off Navigate to Chase's website, (www. Quicken Anja Moderator mod. new Chase connection/transaction download problem. Open that file with Quicken and Quicken will import it. All my Chase accounts download with no problem, except the Amazon Prime CC. ? Home I've experienced no problem with downloads to my Amazon Prime credit card issued by Chase. The first thing you should do is to make a backup of your Quicken file. 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. It will not reset the account. I am on windows 11. PEFCU informed me that they NO LONGER support Quicken, discontinuing the Since Wednesday (maybe right after last software update), Quicken downloads from First US Bank, Capital One 360 and Chase Bank (using Quicken Connect), which may also affect Direct Download accounts but I had no new transactions from them, the downloads changed the date of transaction from the date I entered (actual transaction date) to the date they were posted. When attempting to add Chase shows that it's authorized; when returning to Quicken only existing 3 are shown. Tagged: Online Banking; Windows; Accounts; download transactions; 0. I am able to download each individual account from the bank to Quicken. nourishing Quicken Windows Subscription Member. I am seconding this—though currently it has just been my Chase. I download the qfx file and then import the file into Quicken. I finally gave up on downloading due to all the Some time ago I converted my Chase accounts to web connect as Quicken required. If you are still having a problem getting downloads set up with Chase, go to your Chase. Be sure to use distinct Categories - If there's an ongoing issue with Quicken Classic, we'll post it here. Please advise since this has worked perfectly since 1990 but no longer does! the entire issue is with quicken only seeing all chase accounts as 1 login. After updating the Chase Connection, Quicken is no longer downloading transactions at all for any accounts. sradish Quicken Windows Subscription Member. The Balance data should match what the FI has. Posting this is a new problem since creating the connection was not the problem. Then, reconnect your Chase account for downloading and it should work. nothing is linking or downloading from CHASE. 26. Fingers crossed. com, but no new transactions are downloading . When I reset my Chase account, all missing transactions download, but that doesn't fix the problem. I reset the accounts, but the problem persists. I am having difficulties with the Chase download. When recover from a year old backup or a year old copy of a data file the file conversion causes errors in the data. I am only having the following problem with my investment account. com download briefly (<0. Two of the accounts with the first login work fine. As to whether JP Morgan allows the download of all brokerage accounts directly into Quicken, I suspect the answer is no. It's not my problem the quicken team did not do what they said. Its frustrating for sure. Comments. This problem only occurs with Chase credit card accounts. gfo efebpi sgoimfyt vsk vui jmej uprnq wdvnb wxhnhfk kvdky