Chase CC download problems

BDon

I have a chase business credit card account with two cards on it. The quicken download has always downloaded activity from both cards until recently. Now I am only getting activity from one card.

Quicken Jasmine

Hello @BDon,

Thank you for your response and for attempting the test file. 

Due to the same occurrences in the test file, you would need to contact Chase. They may be able to provide further information, and I am certain that they are eager to receive feedback from customers. Keep in mind that it may be necessary to request to speak with a Tier 2 representative or an escalations agent, as they are likely to have a greater degree of familiarity with third-party software and its interactions with their online banking services.

I apologize for any inconvenience this causes. 

Quicken Jasmine

Hello @BDon, 

Thank you for contacting the Quicken Community, I am sorry that you are experiencing this error. 

Before I can further assist you, I require some more information. When did this error begin to occur? Do you receive any codes or messages when attempting to download transactions from the credit card? What is the connection method that you have set up with this account? You can see this by clicking on the Account then going to the Settings gear located in the upper right corner> Edit Account Details> Online Services> Connection Method.

I look forward to hearing your response so we may work towards a resolution. 

BDon

- This error began with transactions in the March statement cycle
- No error messages
- Direct Connect

btw... I have tried the "Reset Account" option on that Online Services tab. It sees the secondary card as a separate account and would not let me select both.

Quicken Jasmine

Hello @BDon,

Thank you for your response.

I suggest creating a test file and adding the Chase account(s) to see if the same error occurs. You may follow the instructions below to add a test file.

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response. 

BDon

Seems like a lot of work. What do we learn from this?
I have been downloading this credit card like this successfully for years. What has chnaged?

BDon

I did that. It is treating the second card on my business account as a separate card. But the activity from that card hits the same account at Chase. If I set them up as two accounts in Quicken I will not be able to reconcile them to one statement. This is a change in something. It has worked correctly for years.

Quicken Jasmine

Hello @BDon,

Thank you for your response, I understand that it may be tedious. 

However, this is a step in the troubleshooting process for us to be able to pinpoint whether the error is located within your main/active data file or if it is located somewhere else. 

Thank you. 

BDon

See above. I have done that.

Quicken Jasmine

Hello @BDon,

Thank you for your response and for attempting the test file. 

Due to the same occurrences in the test file, you would need to contact Chase. They may be able to provide further information, and I am certain that they are eager to receive feedback from customers. Keep in mind that it may be necessary to request to speak with a Tier 2 representative or an escalations agent, as they are likely to have a greater degree of familiarity with third-party software and its interactions with their online banking services.

I apologize for any inconvenience this causes. 

jeffnjnecom

Hi @BDon,

I am having the same issue. Were you able to resolve this? If so, could you let me know what you had to do? Thanks.

-jeff

BDon

I have not resolved this question. However, it appears it may be a Chase issue and not a Quicken issue.

karen m

@BDon following up on this. Have you had time to contact Chase? Did they have a solution? I sure hope so. I have one business chase account that has 6 different cards. Its been a nightmare to reconcile. I have to go online and download all the other cards directly from Chase. What a pain.

BDon

Still no resolution on this matter. I have contacted Chase multiple times with no response.

karen m

Thanks @BDon. I was able to speak to a "specialist" at chase about this and it is in their updates that indeed they have removed the capability to download all cards under one master account number into one register in quicken. It is totally a chase thing and other than complain to them we cannot do anything about it nor can Quicken. So disgusted.

BDon

In that case they need to separate the activity and balance by card on the statement so that they can be reconciled seperately.

karen m

yes, indeed. I know they do separate the cards on my statement but it will be ridiculous to reconcile each card to that plus where do the payments go and in any case the problem is I don't wait for the statement and download regularly with one step update but they do not give you separate balances on the downloads so really can only do it monthly when statements come. Basically it removes a lot of the automation of reconciling accounts. Really poor move on their part.