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Occasional missing transactions after downloading from Chase Visa account

Pumphouse

After a long time with flawless 'one step updates' I am seeing missed transactions on my Chase Visa account. This doesn't always happen but at least half the time. Although I can't state that 100% of the time these are memorized monthly transactions, it seems to be mostly that. The transactions do not show up in "Pending", they seem to have been simply lost - but I'm not sure where. I notice this when I reconcile and the balance is wrong - I can then look at the web page for Chase and see the transactions it thinks have happened. Usually it is one transaction but I've had up to three.

Express Web Connect+ to Chase; Quicken Premier R68.25 Build 27.1.68.25. Windows 11 Pro up to date.

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Missing Transactions

Comments

Quicken Kristina

Hello @Pumphouse,

Thank you for letting us know you're encountering this issue. To troubleshoot missing transactions, please follow these steps from our article on missing transactions/transactions not downloading:

Be sure to follow these steps in order:

1. Go to Edit > Preferences > Downloaded Transactions. The option Automatically add to banking registers needs to be unchecked.

2. Refresh your online account information by clicking the Actions Gear Icon on the upper right of the register, and select Update Now. Follow the on-screen instructions to complete the update.

3. Confirm that the Sort Order in your account is by Date; just click the top of the Date column in your account register. It's possible the transactions are in your register, but not where you thought they'd be.

4. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

5. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

6. Go to Actions (Gear Icon) > Register Columns > Check Downloaded Payee in the account register. This allows you to search by Payee to confirm the transactions haven't been renamed unexpectedly.

7. Go to Tools > Account List and check Show Hidden Accounts at the bottom left. Confirm the missing transactions haven't been added to a hidden account by clicking on the name of any account that appears with a check mark in the Hidden column.

If you need further assistance

If the issue isn't resolved and this is not a one-time event, please reach out to Quicken Support.

I hope this helps!

Pumphouse

OK I did this but the process was much more difficult than it needed to
be. I attached sanitized data file plus a JPG containing a step by step
full on description. Alas, this made 11 files and there is a limit of
10. That's bad enough, the insult to injury is that after the error
is detected, the dialog disappears with all my summary description with
it. It would be far better if after the error the dialog remained so I
could unselect a file.
Also, it's not obvious that checking "include a screenshot" counts as
one of the 10 files. Sheesh. I did this 4 times to get a valid
submission.

Quicken Kristina

Thank you for your reply,

If the troubleshooting steps did not resolve the issue, I recommend that you contact Quicken Support directly, as they have tools we can't access on the Community, and they can escalate the issue 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!