Chase downloads on Windows

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Having trouble downloading transactions from Chase. I have to manually download each of my accounts to get them updated. I tried to deactivate and reactivate my accounts but that created another problem by adding transactions to my registers that made it impossible to reconcile my accounts. Just spoke to support and he claimed he had not heard about any problems with Chase downloads even though there are numerous discussions in the community here about the problems. He suggested it could be because my Quicken file is saved on Onedrive that could be the problem. I would just like to know if it is a problem with Quicken or Chase.

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @maxaren,

    First, I suggest creating a test file and adding your Chase accounts to see if the same problem occurs. It is recommended to save a backup before proceeding. You can create a test file by navigating to File > New > Start from Scratch.

    Please let me know how it goes!

    -Quicken Jasmine

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  • Mark Valpreda
    Mark Valpreda Member ✭✭
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    I too have the same issue. I deactivated my 4 Chase accounts from online updates, and tried adding them back in. I was able to get 2 of 4 to add to Quicken….even though all 4 show when I Chase asks what accounts I want to share. , but they don't download transactions. I tried adding the ones that didn't add again, and they added. Still no transactions being downloaded.

    I am going to chase.com and manually adding them. This has been an issue for a few weeks now.

    On top of all that, Quicken keeps changing the opening balance on my credit cards. It's very frustrating.

  • MichaelG
    MichaelG Member ✭✭
    edited June 2
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    Same problem as Mark: won't d/l transactions and changing opening balance (both banking and credit card). [Removed - Language]

  • Quicken Kristina
    Quicken Kristina Moderator mod
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    Hello @Mark Valpreda and @MichaelG,

    The issues with transactions not downloading and the opening balance changing are both known issues. For more information on the opening balance changing issue, please read this article.

    For the missing transactions/transactions not downloading issue, there is a Community Alert. If you haven't done so already, please backup your Quicken file and follow the troubleshooting steps from the alert:

    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. 

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

    Thank you!

    (Ticket #10595111)

    Quicken Kristina

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  • MichaelG
    MichaelG Member ✭✭
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    Followed the instructions for the final set: after I did Update/Send, nothing happened. I was not asked for my password, receiven no further instructions, and nothing changed.

  • Quicken Kristina
    Quicken Kristina Moderator mod
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    Thank you for your reply,

    Since those steps did not correct the issue, the next troubleshooting steps from the Community Alert are:

    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.

    If the issue persists after following those steps, please contact Quicken Support directly for further assistance. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    Thank you!

    Quicken Kristina

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  • MichaelG
    MichaelG Member ✭✭
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    Thanks for the reply, Kristina — in fact, it might have worked. Today recent transactions (from the last 2-3 days) did download though several older ones didn't. Let's see what happens over the next few days. Step #3 above is a non-starter — I've tried it before and never found the unlink option. I'll keep you informed.

  • MichaelG
    MichaelG Member ✭✭
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    Is there a way to do the following Refresh in Quicken for Mac? My wife is having the same problem as I was.

    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.