How do I import my Chase Bank transactions to Quicken?

jerisharp
jerisharp Quicken Windows Subscription Member
edited July 26 in Download, Add/Update Accounts (Windows)

I can no longer import my bank transactions to Quicken and auto reconcile my accounts. Please advise.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Insufficient info to advise.

    WHY can you no longer import?
    Are you no longer able to download?
    What method were you using to download the transactions from Chase? Direct Connect, Web Connect, what?
    Are you getting any error messages or code? If so, which?

    And, what RELEASE of Q are you running, what Q product are you running and what's your "Membership Valid thru" date. This info is at HELP, About Quicken.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • jerisharp
    jerisharp Quicken Windows Subscription Member

    Oh? Sorry, I need to gather all of that info. It was worked fine for so many years then all of the sudden it stopped. I don't even recall setting any of that up. It seems to have automatically updated for me.

  • jerisharp
    jerisharp Quicken Windows Subscription Member

    Quicken Classic Deluxe

    Ver. R63.21 Build: 27.1.63.21

    Windows 11 Home

    Chase Bank (web connect - I think)

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