Chase migration balance issue

I completed the reauthorization for migration successfully ONLY by doing it by deactivating and then reactivating the account at the account level to avoid creating a duplicate account. ISSUE: The downloaded balance from which to reconcile is not the cleared balance as seen by logging into Chase. It's the cleared balance MINUS pending charges, so it's impossible to reconcile within Quicken - it's a non-sensical number. The reconciliation is always off by the total of pending transactions. It is very apparent during the migration as the "online balance" suddenly changes from correct to the correct amount MINUS pending. (Cleared PLUS pending might make some sense, this doesn't.) Since there is a sign error, if one "clears" those transactions during reconcile, the error balloons to twice the pending transaction total. ARGH!


  • Hello @Robert Ireland,

    Thank you for reaching out to the Community and telling us about your 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
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