Chase Issue

Notty

Similar to the Citibank issue, I am unable to receive any bank card transactions from Chase.

Quicken Jared

Notty said:

Similar to the Citibank issue, I am unable to receive any bank card transactions from Chase.

Hello @Notty,    

We are sorry to hear about these issues with online banking services. Thank you for alerting us to this here on the Quicken Community.

Given the financial institution involved and the nature of the matter, it will be necessary to reach out to Quicken Support. You can do this with the information provided in this link. They will need to document and troubleshoot this issue in greater details with the resources and tools uniquely available to them. I do wish that I could provide more advice from the Quicken Community, but Support's help will be necessary in this situation.

I hope that is helpful, and feel free to reach out with any additional questions or concerns.

Thank you,

Quicken Jared 

Arpit

@Notty
There is a 4-month long thread with Quicken that they still havent resolved this issue. https://community.quicken.com/discussion/comment/20320610#Comment_20320610

Chris_QPW

Arpit said:

@Notty
There is a 4-month long thread with Quicken that they still havent resolved this issue. https://community.quicken.com/discussion/comment/20320610#Comment_20320610

All the more reason to do like @Quicken Jared suggested in contact Quicken support.
At this point, I would venture to say that Chase is working for most people and the only way they are going to be able to track down why it isn't for some people is if those people work with Quicken support to help find the cause.

Rocket J Squirrel

My household's 3 Chase cards downloaded fine - until 2 or 3 days ago. Now they silently fail to download any transactions. Makes me wonder what changed.

Chris_QPW

Rocket J Squirrel said:

My household's 3 Chase cards downloaded fine - until 2 or 3 days ago. Now they silently fail to download any transactions. Makes me wonder what changed.

I thought that was only me, because I was doing testing with an old data file.
Have you tried resetting the accounts, that is what got mine updating again.

Note, I didn't suggest this before, because for the "long term/never updates" it might be a completely different problem.

Rocket J Squirrel

Chris_QPW said:

Have you tried resetting the accounts, that is what got mine updating again.

Not yet. You really mean a Reset operation? As opposed to deactivating all accounts at Chase and doing Add Account to get them reconnected? My impression is that Reset doesn't work as well but I could easily be wrong not having tried it in a while.

Chris_QPW

Well, with Express Web Connect, and I guess now with Express Web Connect + my troubleshooting for problems have always been, wait (most problems resolve themselves in a couple of days), run Update Account a couple of times (sometimes works), Reset Account (mostly works for "stuck" problems), if that doesn't work deactivate/reactivate.  Deactivate/reactivate is a last resort and used to be discouraged if for no other reason than you might run into the problem of not being able to reactivate your accounts.  Note that recently what has been working best for "reactive" is to use Add Account instead of the Activate button.  Evidently it does more than to clean up things.  If none of that works, then basically you are out of luck unless you Intuit or maybe Quicken Inc does something.

When I had just the Macy's Credit card and Synchrony bank accounts as Express Web Connect accounts (which I still have) I could expect one of them to mess up in some way about once every two months.  And about every other time it messes up, a Reset Account was needed.  As for how often my Chase/Express Web Connect + accounts will mess up, the yet to be seen.

And I will also state Express Web Connect and Express Web Connect + seems to be very fragile since the changeover to sync to Quicken Cloud dataset, and especially to Express Web Connect +.
https://community.quicken.com/discussion/7929078/warning-for-express-web-connect-and-using-old-data-files

Because of what I described in that thread, I have now had to alter my testing to avoid such problems (it is really going to further limit what I can test!), and I can't really separate out "normal" problems from the problems my testing caused until I go some time without testing in that way.

Note with Direct Connect, Reset Account never seemed to do anything.

Rocket J Squirrel

De/reactivate worked for my Chase accounts and for my PayPal accounts which also got into the same error state. So all my accounts are working again... at least until AmEx makes the switch to EWC+.