Chase no longer getting last 4 digts of account

chrispward
chrispward Quicken Windows Subscription Member ✭✭
edited November 2022 in Registers & Transactions (Windows)
Since the update for chase, no longer getting last 4 digits of accounts.
Means I cant auto categorize etc anymore.
I do everything from my checking account etc so this is a real pain.
Means I have to go into chase account to look at where the transfer was too etc..
This was all working just fine before the update.
Any ideas?
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Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

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