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Chase credit card online balance includes pending transactions that have not downloaded

jimtr

For about a week when I do one step update my chase credit card account online balance amount includes pending transactions. Because of this, when I choose done, the account will not balance against the online value unless I manually enter the pending transactions into quicken and clear them. I have had both quicken and this account for years and never had the issue before, only started within the last week or so.

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Reconcile

Windows

chase

One Step Update

Comments

Quicken Kristina

Hello @jimtr,

To assist with this issue, please provide more information. Do you have the pending transactions feature turned on in your Quicken file? You can check this by going to Edit>Preferences>Pending transactions.

If the feature is turned on, then please go to the register(s) for the affected account(s), click the hourglass icon (at the bottom of the register to the left of Ending Balance), and make sure pending is turned off.

I look forward to your response!

jimtr

Hi Kristina,

I do not have that feature turned on.

Quicken Kristina

Thank you for your reply,

Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed. 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.

I apologize that I could not be of more assistance!

jimtr

Funny, the issue did not happen today, first time in weeks. I'll reach out to support if it happens again.