Trouble With Chase and Quicken

Since the change with Chase and Quicken, Quicken no longer reconciles with Chase. Since 9/2 I have had 9 balance adjustments when I download transactions. If I go to Chase and download transactions some transactions Quicken has not downloaded appear - but many duplicate transactions come up - some as long as a year ago.

Comments

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    As the the first issue - no longer reconciles - when I made the changeover from DC to EWC+ for my two Chase credit cards both Accounts had their original Opening Balances changed.  You might go and see if that happened to you. 
    However, after accepting the 1st balance adjustment - maybe because of a changed Opening Balance number - that should have been the end of having to resort to balance adjustments, so something else is going on.  I'd advise contacting Official Quicken Support: https://www.quicken.com/support/quicken-support-options
  • Ansar
    Ansar Member ✭✭
    what happens if you do not make the Quicken/Chase change by the cutoff date?