Quicken for mac - chase accounts won't update

In Quicken Premier for Mac, my Chase accounts stopped updating when I click the update button. Now I have to manually go into settings, download tab, and update login .. then the account updates. Anyone know how to correct this?

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Thank you for trying those step and for providing an update.

    Next, I suggest deactivating all account(s) associated with this financial institution, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.
    1. Go to the Accounts menu and choose Hide and Show Accounts
    2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists
    After that, please follow the troubleshooting instructions provided below.
    1. Open the account register and navigate to the Settings gear on the bottom-right corner
    2. Click on the Downloads tab
    3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
    4. Quit Quicken
    5. Open Finder and navigate to Applications > Utilities > Keychain Access app
    6. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
    7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
    8. Quit the Keychain Access app and reopen Quicken
    9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
    10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
    11. Wait for the list to finish updating and Updated: " displays the current date.
    12. Click the Show List button to continue
    13. Use the search field at the top of the list to find and select your financial institution and click Continue
    14. Follow the prompts to sign in using your login credentials associated with the financial institution
    15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken
    Let us know how it goes!
    -Quicken Anja

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited August 2021
    Hello @i.fletcher,

    Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

    To start with, if you haven't already, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you save a backup of your data file first (just in case). Then, please follow the instructions provided below.
    1. Navigate to the Quicken dropdown menu
    2. Sign Out...
    3. Sign back in using your Quicken ID (email) and password 
    4. Follow the prompts to be taken back to your data file after signing in
    Once that is done, see if the issue still persists.

    Let us know how it goes!
    -Quicken Anja
  • i.fletcher
    i.fletcher Member ✭✭
    Thank you for the reply. I did what you outlined above, and that did not resolve the issue with Chase bank. What do you suggest next?
  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓
    Thank you for trying those step and for providing an update.

    Next, I suggest deactivating all account(s) associated with this financial institution, removing the saved login credentials from the Keychain Access app, and then reactivating the accounts. However, before doing so, I do recommend saving a backup of your data file first (just in case). Then, please check and make sure you do not have any hidden accounts that may be connected to this financial institution.
    1. Go to the Accounts menu and choose Hide and Show Accounts
    2. Uncheck any accounts with this specific financial institution that are checked as hidden in Lists
    After that, please follow the troubleshooting instructions provided below.
    1. Open the account register and navigate to the Settings gear on the bottom-right corner
    2. Click on the Downloads tab
    3. Click Disconnect Account (if there are more than one account associated with this financial institution, please repeat steps 1 through 3 for each account)
    4. Quit Quicken
    5. Open Finder and navigate to Applications > Utilities > Keychain Access app
    6. On the left panel in the Keychain Access app, set the Keychains to Login and the Category to Passwords
    7. Search for the financial institution's name in the top-right search field and delete any entries found showing "Quicken password for [your financial institution username] at [financial institution name] "
    8. Quit the Keychain Access app and reopen Quicken
    9. Navigate to Accounts > New and choose the appropriate account type for the accounts that you previously deactivated 
    10. At the bottom of the window showing the list of the financial institutions, click on the "My bank is not listed" question mark icon, then click Update List
    11. Wait for the list to finish updating and Updated: " displays the current date.
    12. Click the Show List button to continue
    13. Use the search field at the top of the list to find and select your financial institution and click Continue
    14. Follow the prompts to sign in using your login credentials associated with the financial institution
    15. If the accounts have been found successfully; use the dropdown menus to link each account to the appropriate account in Quicken
    Let us know how it goes!
    -Quicken Anja
  • i.fletcher
    i.fletcher Member ✭✭
    Thank you, I did this and it looks to have worked! Great news!
  • Quicken Anja
    Quicken Anja Moderator mod
    Thanks for the update! Glad to hear that worked for you. :)
    -Quicken Anja
This discussion has been closed.