chase account not updating

Douglasab
Douglasab Quicken Windows Other Member ✭✭
edited July 2023 in Download, Add/Update Accounts (Windows)

I have a mortgage that I follow, and it looks like it is updating but when I look, it has the balance from 5/19/23. Why is it not getting the recent transactions.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Douglasab,

    Thank you for reaching out to the Quicken Community.

    We do currently have an ongoing alert regarding Chase users experiencing issues with downloading transactions. This could be contributing to the issue that you are experiencing. You may follow this link to access that alert where you may bookmark it in order to remain up to date on any new information, ETAs, or resolutions that may occur. If you do not see the option to bookmark, please make sure that you are signed into the Quicken Community.

    We do apologize for any inconvenience caused in the meantime.

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

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

    Just my 2cents' worth …
    I would not bother attempting to activate any loan or mortgage accounts for downloading. I would just simply set them up as "offline" (manual) loan accounts with a Scheduled Reminder to record the monthly payment from your checking account.
    (Not discussing LOC or HELOC accounts here. They should be set up as offline credit card accounts)

    At least in Quicken for Windows, an online-connected loan or mortgage account does NOT have a transaction register. All data shown in the account come from whatever information the bank downloads to you ... if this process works at all.

    As a result of being connected, the scheduled payment transaction reminder cannot transfer the amount of principal paid into the (non existent) account register and must use a category, usually something like Loan:Principal, instead. The category name seems to vary with the Loan Type you selected when creating the loan account in Quicken.

    Effective with Quicken Windows 2018 and newer
    you can deactivate an online-connected loan account and regain full control over your transaction register. However, you should still review the Scheduled Reminder (or Memorized Payee List entry) associated with the monthly loan payments to ensure they now transfer Principal to the loan account register and not to a Category.

    If you're a Q Mac user, you should be able to do something similar about setting up and maintaining an offline mortgage account together with a correctly calculated Scheduled Transaction Reminder for the monthly

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