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Chase credit card transactions not downloading!

Rajeev

Quicken's connection to my Chase Credit card stopped working a couple of weeks ago. I have tried resetting the account, deactivating and reactivating it, and even turning it off and then back on at Chase's website. No luck.

PS:- there are no error codes on display. It shows as if it is connecting, but then downloads nothing.

Help?!

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Comments

mesotired

I am having the same issues and went through the same steps to resolve the issue and still will not download, Please help us!!

Quicken Jasmine

Hello @Rajeev and @mesotired,

We do currently have an active alert regarding missing transactions with Chase. If the instructions located in the alert do not resolve the issue, I recommend bookmarking the alert to remain up to date on any further information.

I apologize for the inconvenience caused.

Janks

I cannot connect to Chase and my long post failed to get posted.

My connection is created and it doesn’t attempt to download any transactions and Chase is left off the OSU summary. That sounds like a different issue than “Missing some transactions when downloading from Chase”. If it is the same then perhaps you could retitle the post to “All kinds of errors/failures when connecting to or attempting to connect to Chase”. That way I would know that your programmers have all issues with Chase prioritized and will get this fixed within a week or so.

Janks

I'm having issues with Chase too.

It stopped working on January 8, 2024. Quicken doesn't even try to communicate with Chase. The account details shows Express Web Connect+, but the last download doesn't show at the top of the register.

This happened last month when I tried to get my second chase login/account connected. It disabled the primary, so I removed online access to the secondary account to allow the primary to connect. Now neither one connects.

Workarounds attempted:

Sign out of my Quicken profile and sign back in. (last month this allowed some missing transactions for another card to download.)

Deactivate online services from Quicken, remove access from Chase.com, exit Quicken, headstand, reconnect access, no errors, no joy.

Called support. He had me remove old transactions (create a copy with transactions from 2021-present). He said that was because old transactions can cause errors (WTF?, why should any transaction prevent communications?). That was a failure as that account lost all of the transactions from 2023 (other accounts were fine).

Other Issue:

Synchony-Amazon is also not communicating and all transactions for the last month were deleted. Much lower priority than the primary credit card.

Rajeev

I tried both suggestions - the Ctrl F3 one, and deactivating it at chase.com.

Neither of them worked. Same result as before. Doesn't give an error, sits there and spins, and then downloads no transactions!

Rajeev

This is very frustrating - not having the issue resolved, AND not getting any response from Quicken on a status update on the issue!

ilangrl68

Try checking out this thread from @Flux

….I had the EXACT same problem as you. Chase account…stopped downloading perhaps in November did everything (reset account, Unlinked quicken in chase, reactivated account, uninstalled quicken and reinstalled, Super Validate etc etc etc…everything). I finally got it working by :

1) deactivating the account

2) Then right click on the account and choose "Edit/Delete account"

3) Then click on the "Display Options" tab

4) Then for "What accounts are considered in certain cash flow features" change it from "Business" to "Personal"

5) Then try and reactivate your account and when you do, link it to "existing account" which is your same chase account/register (but now it is shown under the "personal" section on the left hand "accounts" list).

By changing "What accounts are considered…"to "Personal" the reactivation and downloads worked finally and I got all my missing transactions downloaded. I have not experimented with changing back to "Business" yet because I'm afraid it will break again and I don't want the hassle right now as I need to work on year end stuff.

If you do try this and it works, and you are adventurous enough to change it back to "Business" to see if it continues to work, please report back so I know if that is worth trying.

SUPER FRUSTRATING…I hope this fix works for you.

TO QUICKEN MODS/SUPPORT…there appears to be a bug here that needs to be addressed regarding accounts set to "Business" (perhaps limited to Chase Cards??) suddenly not downloading transactions and without giving an error which, at the same time, does not effect Chase "Personal" accounts. Changing the business account to Personal using the procedure above seems to fix the download issue. This is a bug that needs to be fixed please.

Flux

@Rajeev @ilangrl68 Just an update to my procedure. I was told someone successfully only did item #'s 2, 3 and 4 from my procedure (they skipped the deactivation/reactivation of the account) and successfully downloaded by just changing the account type from "Business" to "Personal". Then do a download which should work. Then you can change back to "Business" if you like and it should continue to work. I changed mine back to "Business" a few days ago and it continued to download, so for now the problem is resolved simply by toggling "Business" to "Personal", doing a download and then changing back to "Business". Good luck!

CAwoman

Another problem I noticed with Chase is that my Amazon Prime VISA Credit Card account strangely got categorized as a checking account in 2022, which I didn't realize for a long time. There's no way provided for a user to correct the incorrect categorization. Downloaded transactions thus may actually be getting diverted to a new checking account (even though they should have continued to go into the existing credit card account). That's what was happening for me.

1jwilkey

Quicken does not work well for downloads.
1/2 of my CHASE accounts do not download on 'One Step Update.'

Necessitating a QFX file download

None of the Capital one or American Express accounts download either.

1jwilkey

You can waste your time Chez Quicken help,

they have no resolution and are working on it…

Endless wasted time…

Same.

BelindaB

I'm having the same problem with Chase, maybe for a month. I've been going to the Chase website and downloading transactions to Quicken from there. Then Quicken asks if I want to add this credit card to my automatic updates. I click yes, and Quicken says I have to log into the Chase account - then I get a message that the signin to Chase Bank failed and I should try again. It doesn't matter how many times I click Repeat, whether I'm logged in already or not - I am unable to log in. I don't get as far as entering my login credentials, I get the error message right away.

DeVille63

The revised solution from Flux dated January 13th worked for me. Just changing from "Business" to "Personal" on display options, then downloading, followed by changing back to "Business". Seems like one of those hidden toggle variables that needed to be touched.

Flux

@DeVille63 Glad it worked and thank you for the feedback and confirmation :)

Rajeev

@Flux , thanks for your comments.

I tried following your suggestions, but didn't have an option of classifying my Chase Credit Card account as either "personal" or "business". The only options I had were "Credit" or "Liability". Since it was worth a try, I changed it from "Credit" to "Liability" (which moved my account from the list of credit cards on the left hand side accounts list to my list of Loans) and tried connecting again. And it worked!

So looks like the toggling back and forth is what makes it work, VS what's in the field!!

I will try keeping it there for a few weeks and see if it continues to work.

Many thanks!!!

BTW, @Quicken Tech Support, in the unlikely event you are listening, I charge $150/hr for software testing. And I would imagine @Flux would want nothing less than $250/hr for being the solution architect for fixing this. And I take payment in gift cards, cash or booze!!

Flux

@Rajeev Haha you're welcome :) Thank you for reporting back and adding to the knowledge pool. It looks as though, yes, the important thing is to toggle the "What accounts are considered in certain cash flow features" field to something other than the value at which it is currently set, perform a download, and then you can return the field to it's original value and continue on as normal from there.

@Quicken Kristina @Quicken Jasmine could you please forward this info on to the programmers that are debugging the issue to help them focus in on the problem based on the solution we have stumbled upon and verified numerous times now? Thank you.

hptasins

I've tried all the combinations of Credit/Liability and Personal/Business/Rental Property, with an update after each change. No luck, still not downloading new transactions.

@janks "it doesn’t attempt to download any transactions and Chase is left off the OSU summary" Yes, that's what I'm seeing too. Chase is not listed in OSU summary. When I try a second OSU and get the OSU Steeings page, Chase is unchecked. Checking it causes Chase to show up in the OSU Progress page, but it still is not listed in the OSU Summary.

hptasins

@Quicken Kristina @Quicken Jasmine Any updates on when this will be fixed?

hptasins

I finally managed to get my Chase business card transactions to download. It's been working correctly for a couple days now. Steps:

Go into Account Details and

In Display Options, set the account to "Personal"
In Online Services, run "Reset Account" (not deactivate/activate)
- When prompted on how to configure the account, choose "Link to existing"

I switched the Display Options back to "Business", and it's still working fine.

radalpha

That worked but with slight modification.

After switching to “Personal” you need to exit the edit window and let the change take place

Then go back into Online Services and run “Reset Acct”

Voila. After updating you can change back to “Business”.

Hope that works for you.