Chase account updates

MoyerX75
MoyerX75 Quicken Windows Subscription Member
edited June 2023 in Download, Add/Update Accounts (Windows)

When I update my Chase accounts, it doesn't download the pending transactions, but considers them in the statement ending balance when I reconcile. Why does this happen? It is really a pain to have to go in and manually put in all the pending transactions to get reconciliation.

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  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    "When I update my Chase accounts, it doesn't download the pending
    transactions, but considers them in the statement ending balance "

    Clarification: I assume that what you're referring to here by "statement ending balance" is the dollar amount shown next to "Balance as of XX/XX/XXXX" that shows up on the "Reconcile Online Account" window, not the actual monthly paper statement amount?

    If that's the case, I think I've seen others make this claim, but neither of my two Chase cards have shown that problem so I'm guessing the problem is somewhat "local" - to your Quicken file or the associated Quicken "cloud" account. Maybe the first thing I'd try here is going to Edit > Preferences… > Quicken ID & Cloud Accounts > Sign in as a different user (of course signing in using your current ID and password) and see if that works. If that doesn't work then I'd probably validate the file.

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