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Chase Credit Card download not working

tbone100

After successfully resetting my Chase credit card account and seeing that it is using Express Web Connect +, additional downloads seem to not work. It shows successfully completed on the Update Summary screen after downloads, but no transactions appear. I know there are transactions that have occurred since my reset, but they do not download. Is anyone else having issues with Chase credit card Express Web Connect + ?

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Quicken Anja

Hello @tbone100,

We appreciate you bringing this to our attention. I certainly understand how frustrating this issue can be.

Before we begin troubleshooting, could you please tell us where your data file is located on your computer? Do you have it stored in a folder located on your local hard drive (C: Drive), or in a cloud-based/external drive (e.g.: OneDrive, DropBox, USB, etc.)?

Check back and let us know! Thank you.

tbone100

Anja, Yes, I store it on my local PC's OneDrive, which syncs with the cloud upon closing of the data file.

RalphC

Locating your data file in a server syncing path is a very bad idea, and Quicken doesn't recommend it. It'll work, until it doesn't and provides data file access issues and possible corruption. Your first troubleshootig step would be to move the data file to a non-server syncing path. I would suggest C:\Users\[your account name]\Documents\Quicken\.

Quicken Anja

@RalphC Thanks for chiming in and offering proper advice concerning data files stored in cloud-based drives! While your advice is correct in that storing data files in a cloud-based drive is not recommended, I believe the OP may be referring to syncing their data file to the Quicken Cloud based on how OP described it as being done upon "closing the data file", if that is the case, syncing to the Quicken Cloud is fine (OP can clarify if this is not what they meant).

@tbone100 thank you for following up!

To start with, I suggest you try signing out of your data file completely and then signing back in to refresh the registration token for your Online Connected Services. However, I do recommend that you first save a backup file prior to performing these steps.

Navigate to Edit
Preferences...
Quicken ID & Cloud accounts
Click Sign in as a different user (or it might say Sign in using a different Quicken ID)
Follow the prompts to Sign Out
Sign back in using your Quicken ID (email) and password

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

Let us know how it goes!

tbone100

The Chase downloads are again working as they should using Express Web Connect +. I will move my data file to a local, non-syncing drive on my PC, and take it out of the OneDrive folder. Although I never have had a problem with the OneDrive syncing, I can see where problems could arise. Thanks.

Quicken Anja

@tbone100 Thanks for the update! Glad to hear that it is working now. 🙂