Can't upload transactions from Chase (Southwest Credit Card)

Two months are missing from the transaction register from a Chase Credit Card (Southwest). The rest are there. When I try to upload them specifically from Chase, nothing is uploaded. I tried to create a new account for the credit card and disable the first one. I got one additional month but still am missing one month from both accounts. What is happening and what can I do to fix it?


  • RickO
    RickO SuperUser, Mac Beta Beta
    There is a known open issue on this:

    Here's a (albeit time consuming) workaround:

    1. Create a new Quicken file (menu File > New) and choose start from scratch
    2. Name it something unique (e.g., Transfer File)
    3. (optional) move the file to your Desktop to easily find for deletion later (menu File > Move To)
    4. Create a new account for the troublesome bank. Name it something different than your existing file's account. 
    5. Download the missing transactions from your bank's website in a QFX file. Import this QFX file into this new account in the new Quicken file.
    6. When you have all the transaction there, export to QXF (menu File > Export > Quicken Transfer File (QXF)
    7. Open your regular file (menu File > Open Recent)
    8. Import the QXF (menu File > Import > Quicken Windows File (QXF)
    9. Now, with the new account in the regular file, select all the transactions.
    10. Drag and drop all transactions to the existing account.
    11. Delete the now-empty new account.
    12. Delete the new file you created.
    (Note that QXF in steps 6 and 8 is a Quicken Transfer File, which is different than QFX.)
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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