Chase missing investment transactions

leonard kearney
Member ✭✭
I am missing 12/9/21 through 3/31/22- been looking here for answer. One said just re-extract from Chase- I don't see a way to do that - chase only allows csv, excel or text. Did I miss a secret handshake?
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Best Answer
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Downloads, initiated from within Q, typically only go back 30-90 days ... which describes your gap pretty well. Did you not download during that period?
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0
Answers
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Downloads, initiated from within Q, typically only go back 30-90 days ... which describes your gap pretty well. Did you not download during that period?
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Are you sure they are missing? Have you verified that there are no filters in your register (hit reset at the top if the register to remove any filters)0
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You might try logging into Chase and seeing if you can initiate a download from there.But FIRST, read this: https://community.quicken.com/discussion/7160091/faq-download-old-transactions#latest
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
> Did you not download during that period?
yes, i use one step updates and do them two to three times a week. In looking at the account details it showed not set up for electronic transactions - which is puzzling as I now i was regularly downloading from it. I rest account and it is downloading again. I am just missing a month's transactions.0 -
> @bmciance said:
> Are you sure they are missing? Have you verified that there are no filters in your register (hit reset at the top if the register to remove any filters)
i don't see a reset icon - nd i typically don't use filters on a register.0
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