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Cannot Download Transactions from Chase Bank
icemike
Member ✭✭
Using Quicken 2019 on Win 7 PC although I've been having this problem since v2018. Whenever I try to download or import my transactions from Chase, Quicken freezes on screen and can only be closed thru Task Manager. No error message, just freezes. I have tried at least 20 suggestions from the forum, have been online with 3 Chase Reps who assure me it's not on their end, so I'm stuck. Started this just to make the techs at Quicken aware that Chase customers are also having problems.
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Sorry, you haven't received a response.
How long has this been happening?
Are you using Express Web Connect or Direct Connect?
To determine which connection type is being used:
- Choose the Tools menu in the upper left then select Account List. Click Edit next to your account, then choose the Online Services tab at the top.
Have you tried running a validate and repair?https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows
Let us know!
-Quicken Tyka
Thanks for your reply. I am using Express Web Connect. Chase charges $9.99 per month for Direct Connect. I use Express Web Connect on all my accounts, and this is the only one that has problems. It seems to have something to do with the fact that Chase gives me a credit for certain travel expenses. Somehow, the combination of the charge and the credit confuses the system, so one (or sometimes both) of the transactions are not reported. The phenomenon is so predictable that I assume it is happening to anyone with a Chase Sapphire Reserve credit card account.
I did try running a validate and repair. It did not find any problems with my Chase Sapphire account.
Questions? Check out the Quicken Windows FAQ list
SO, it doesn't seem to be a "Quicken problem" as you allege.
BUT, since you've failed to describe the problem in sufficient detail, there's no much help that can be provided.
SO,
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
What type of account is having the problem?
>Both Checking & Savings accounts.
When you do TOOLS, Account List, what does it say in the TRANSACTIONS DOWNLOAD column adjacent to the account(s)?
>Under "Last Download" = Not Available
What error messages or codes are you getting?
>No Error Codes or Messages of any kind, just freezes.
HOW are you doing those downloads, One Step Update ... or are you manually initiating the download from your Chase account(s)?
>Initiating from Chase, have tried "Open" and "Download then Import" methods.
Are you synching to a cloud account during these downloads (Q Mobile App, or Q Web App)
>No Cloud sync, only from .QDF file on hard drive.
Thank you for taking the time to share the details of this issue with the Community, although I apologize that you are experiencing difficulties downloading transactions from Chase Bank.
To ensure I'm fully understanding the steps you are taking, when attempting to download transactions from Chase Bank into Quicken - you are logging directly into Chase's website and downloading your transaction activity into a Web Connect (.QFX) file that is then opened in Quicken and should import the new transactions - is that correct?
If so, please open Quicken and go to the Tools menu at the top and open the "Account List". In the Account List window, please click the "Edit" button to the right of first Chase Bank account. The Account Details window will open and please select the middle tab for "Online Service".
Is there a "Set up now" button or a "Deactivate" button showing?
If "deactivate" is showing, what connection method is listed?
Please let us know, thank you.
Sarah
Thanks so much for your response.
The "Set Up Now" button is showing. I only do .QFX downloads from within Chase's website and in the past with v17, "setup" was not necessary. Once Chase activated my account, downloads ran perfectly. It was only after upgrading to v18 that .QFX downloads started "freezing" Quicken.
Mike
I am following this thread,
what has been the result?, my screen is not freezing, but I set the date range
thru chase, (trying both chrome and firefox, as per chase rep, and have
tried different date ranges, in case there was a max range) initiated the download,
saved the file, went to quicken, imported the file and nothing imports past a
certain date, it will go back to 10/15/2018, and I can't get any data before
that, even though there is a large volume of transactions to import. I
also, tried the update route thru quicken, and no change in results.
Please assist...... kim
I am using Quicken 2017 Home and Office on a Windows 10 machine.
Download a QFX file from chase bank. My standard process. QFX file is good, open with a text reader and it has all the data. Import into account, nothing shows up and no error message.
Have deactivated and reactivated re-linked acct, run repairs per support, nothing. Have created a new Quicken file and imported, same problem. Have tried auto update same problem Only happens with Chase files. As expected, Chase points to Quicken as the problem.
When I Direct Connect the program creates new accounts and will not allow updating existing accounts
I just updated to the latest Quicken version 5.10.1 before I tried the download. I'm not sure if that is part of the problem. But I am definitely stuck right now. I cannot move forward with reconciling this CHASE account.
Additional note. I also have accounts with BofA bank that I handle in the exact same way. I download the QFX file from their website. I had NO trouble with the BofA QFX files. Only with the CHASE QFX file. I am not sure if something changed with Quicken or with Chase. But something has changed.
here --> https://community.quicken.com/profile/edit/
The problem is with the CHASE QFX file. I did a comparison of my current chase QFX file from this month against my old chase QFX file from last month. I noticed that the FITID field on the current chase file has the word "NONE" for every transaction. And the FITID field on the old chase QFX file has a unique number (ie., "018123024692168363100535452350"). for each transaction.
I checked the quicken help to find out how the FITID field is used. This is what I found:
----------------------
The requirements for FITIDs are:
FITIDs can be a maximum of 255 characters long (OFX requirement). FITIDs need to be persistent for the lifetime of the transaction. If a customer downloads the same transaction multiple times, then this transaction always has the same FITID value. FITIDs need to be unique for each transaction within the same account. Quicken filters out all transactions that contain duplicate FITIDs.
----------------------Note: Intuit strongly recommends using FITIDs of 32 characters or less. See below for complete information.
So I then went into my current QFX file and I changed the FITD field to a unique number for each of my transactions. And then I tried the import. ALL of my transactions imported to Quicken with no problem.
I will be contacting CHASE as soon as I can to let them know about the problem. Good luck! I hope this helps!!!
Thank you SO much for this fix. I was going crazy. I had to change the FITD on over 250 transactions -- major pain. But better than typing in all the transactions by hand like in the old days. I'm running Quicken on Windows and never had this problem with Chase downloads before.
Yes this Chase problem is brand new - only in the last 2-3 weeks. It used to work fine.
Yes, I also agree that changing the FITID to a unique number is much easier than manually entering all of the Chase transaction details into Quicken.