Chase account transfers now only show XXXX

Mark Rockwell
Mark Rockwell Quicken Windows Subscription Member ✭✭
edited November 2022 in Registers & Transactions (Windows)
I have tons of transfers that rely on the transfer to/from account number. New imports from the new Chase integration only show Xs. This is a huge problem. Any fixes?

Comments

  • Mark Rockwell
    Mark Rockwell Quicken Windows Subscription Member ✭✭
    A similar post from Sept 12 has been closed with no reason or resolution.
  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Can you show us a screen shot of what you're seeing, obscuring personal information?

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Mark Rockwell said:
    A similar post from Sept 12 has been closed with no reason or resolution.
    I assume you're referring to this discussion, which never received any response ...
    Showing us some examples would be helpful.

    In case you have issues with transfer transactions not being generated correctly:

    For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers use scheduled reminders and enter them a day or two before the due date.  (This also includes Cash Withdrawals if you record them as transfers from Checking to a Cash account register)
    Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries.
    That takes the guesswork out of the download process. Because a correctly entered transfer transaction already exists in your account registers, the download process should just match the downloaded transfer transaction to the existing one in both accounts.

This discussion has been closed.

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