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Chase Connection Update

Joe Gr
Joe Gr Member ✭✭
I have been trying for three days to make the new connection identified by Quicken when I do a one step update. The first time I tried, it created a new account. Then I deactivated the existing account and reactivated it. This did connect to my online Chase account but the Quicken “online balance” did not match the Chase online balance. I tried this last process three times with the same result. I have to recover a backup copy of my file each time to get back to the original connection method. Hopefully Quicken will fix this bug soon.


  • cdennett
    cdennett Member ✭✭✭
    Check the opening balance. For myself and others, when Quicken switched to the Express Web Connect + recently the process for some unknown reason changed the opening balance. This also happened to me in the past when Quicken changed their connection method. Someone else suggested noting the opening balance in the memo field of the first transaction just so you know what it is. It took me a few tries to get it switched over to the new connection method. Luckily I had a backup I could revert to each time it screwed up.
  • Joe Gr
    Joe Gr Member ✭✭
    The strange thing is that the Quicken “Online Balance” shown at the bottom of the screen always equals the “Chase Current Balance” minus the Chase “Pending” amount.
  • Hello All,

    Thank you for taking the time to visit the Community to tell us about this issue, though I apologize that you are experiencing this.

    This is a known issue that has been escalated internally, though we do not have an ETA at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates.

    We apologize for any inconvenience in the meantime! Thank you.
    -Quicken Anja
  • phonedoc1
    phonedoc1 Member ✭✭✭
    edited September 2022
    The Chase incorrect balance issue seems to be getting worse and now affects any account that receives transactions during a download. My checking, which is Direct Connect is now unable to reconcile also. Also, strange "0/0/1900" entries now appear in several of the accounts in the reconcile window. When clicking on them, I get "Error Accessing Disk" error. I'm thinking they are trying to fix the issue but have only managed to make it worse! My suggestion, put it all back to where it was and make Chase use "Direct Connect". That works the best anyway!
  • Brian Biggs
    Brian Biggs Member ✭✭✭✭
    Yep, I switched over to the new Chase connect method a couple of days ago, and now my credit card balance is all effed up. They told us this change was coming for weeks and weeks. Hard to believe now that these issues are occurring. Almost feels like it wasn't tested thoroughly. Very disappointing.

    Quicken Deluxe, Version R49.29, Build
    Windows 10 Version 22H2 (OS Build 19045.2965)

  • Joe Gr
    Joe Gr Member ✭✭
    I am keeping the original connection method until they fix the problem. This is the last update I received:

    Quicken Anja
    Quicken Anja Moderator mod
    September 8
    ONGOING 9/8/22

    For the time being, this issue is still ongoing. Our teams continue to seek a resolution, but we do not have an ETA on this at the moment. We apologize for the inconvenience this may be causing.

    Thank you!
This discussion has been closed.