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Chase - Southwest Credit Card Not Downloading All Transactions - Anyone Else?

Jnic

I tried to reconcile my SW Chase credit card for this month and discovered that 5 transactions were missing from my Quicken account. Three were credits to the account and 2 were payments made. I'm on Windows 10 using Quicken Premier R58.14. The issue appears to have started on the 10th. However, other transactions during that time were posted. Any suggestions as to why and how to fix? Is anyone else having this issue?

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Missing Transactions

Comments

Fred Farquar

There is at least one more thread that I am following: "Chase Bank transactions not downloading". I have been having similar problems since the beginning of the month. Please look at the comments that I have made on the other thread. In my opinion, the problem exists on the Chase bank side, not Quicken.

Quicken Jasmine

Hello @Fred Farquar,

[Removed - Mac Instructions]

Fred Farquar

Jasmine, thank you for offering this suggestion. In short, I think that you are suggesting that I use Direct Connect, rather than the existing Express Web Connect Plus. Is it possible that you have provided the instructions for doing this via the Mac version? I tried following the given directions, and find some differences in my Windows R59.10 version. To access accounts, I go to Tools → Account list, where I have the option to click a text box to "Show Hidden Accounts". My settings gears in the register of the account either say Actions (top right), or More Actions (bottom right). Neither of these contains a downloads tab. The Action submenu does contain an "Update Now" option. Normally, if I want to disconnect an account, I right-click on the account in the account list and select "edit this account", or click on the upper gear in the transaction register for an account, and select "edit account details" The Account Details page contains the Online Services tab, where I would normally deactivate or reset my on-line setup. Is this where I would select Direct Connect after I deactivate the account? Thank you for your help.

Quicken Jasmine

Hello @Fred Farquar,

I do apologize as you had posted your thread using a Quicken for Mac category so I did provide Mac instructions. I have moved your thread to a corresponding Quicken for Windows Category. Below you can find the equivalent instructions for Windows. It is recommended to save a backup before proceeding. Please choose the connection method of your choice, if you were previously connected with EWC+ then you can choose that again.

Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
When finished, close the Account List
Close, then re-open Quicken
Navigate to Tools > Add Account
Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Let us know how it goes!