UPDATE 11/18/23: Missing some transactions when downloading from Chase

Quicken Kathryn

Some users report that transactions are missing from the register when updating Chase accounts, for both Mac and Windows products.

If you experience this issue, here are a few things that might help:

Windows

1. Go to the account register you're having trouble with
2. Click the Gear icon in the upper right
3. Click Update Now
4. Repeat this process for all of your Chase accounts

If that doesn't show new transactions in the register, then try this:

1. Go to Tools > Account List
2. Click Edit on your impacted Chase account
3. On the Online Services tab, click Reset
4. Follow any prompts to log in, if needed, and then update your accounts again

Finally, if the above steps aren't helpful, you can refresh your financial institution information in Quicken:

1. Choose Tools menu > Online Center.
2. Select the financial institution you want to update from the Financial Institution drop-down menu.
3. While pressing CTRL+F3 on your keyboard, click Contact info at the top of the screen. You must do all three at the same time.
4. Select the financial institution you want to update, and click Refresh. The branding and profile information will be listed under current status as needs updating.
5. Click OK.
6. Click Update/Send, enter your financial institution Password, and select OK. Follow any additional instructions. 

Mac

1. Go to Accounts > Update Selected Online Account
2. Follow any prompts to log in, if needed, and then update your accounts again

If you're still missing transactions after following the steps above, please reach out to us at Customer Care so we can investigate further.

(Ticket #10595111)

Quicken Jasmine

ONGOING 10/24/23 

This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc. become available.

We apologize for any inconvenience and appreciate your patience.

Thank you!

Quicken Kristina

UPDATE 11/18/23

If you are experiencing this issue, please follow these troubleshooting steps:

1. Please save a backup of your Quicken file (click here for Windows directions or here for Mac directions).
2. Deactivate all the accounts associated with Chase (click here for Windows directions or here for Mac directions).
3. Navigate to Chase's website, (www.chase.com), look for third party apps, and unlink Quicken.
4. After the accounts are unlinked, return to Quicken, and attempt to Add the Chase accounts by using the "+" button.

We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience. 

Thank you!