Fix the download issue with Chase Already! [Edited]
2stupid2bfiction Member ✭
edited March 25 in Download, Add/Update Accounts (Windows)
It's been 4-5 months (minimum) since the ability to download account data from Chase stopped working. I've watched the Community thread post this problem hundreds of times and the same non-answer keeps getting posted. I want a refund of my annual fee until this gets corrected. The software is pretty much useless if we have to enter every transaction manually.
I download from Chase every day. What's your SPECIFIC problem?
Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP0
I also download from Chase - checking and CC - as do lots of others...It seems like there are a few folks that are still finding the speed bumps -Here is the process I used back in September to perform the Chase migration to EWC+Not sure what you did - and what you encountered -
Here are the steps I used ...
- running R43.26 - created Backups - ran - File --> Validate --> [x] Validate
1 - went thru and manually DE-activated ALL my Chase accounts before even starting this process.
2 - also went thru and CLOSED any old Chase accts that were in fact actually closed.
3 - the Opening Balance in one acct was trashed - so suggest pre-copy each acct into the Memo field
4 - then did an ADD ACCOUNT for Chase -
and followed the directions to Authorize, Select which accts, etc
5 - all accounts showed up with their nicknames and able to LINK to their existing Quicken accts
6 - screen said that 5,300 transactions were downloaded - in fact, none actually showed up.
7 - only 1 dup during this process.
8 - next day - OSU - and a handful of dup transactions downloaded - from around 9/2/22 - and today is 9/18/22QWin Deluxe Subscription - Win100
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