Chase EWC+ account name keeps reverting to “CREDIT CARD XX0286”

fmm

(Running Quicken Classic Premier version R69.29; on Windows 11)

I have a recently added Chase Sapphire Preferred account connected through Express Web Connect+.

Quicken originally called the account CREDIT CARD XX0286. I rename it to C-Sapphire 0286, and the change saves normally.

The renamed account survives One Step Update, closing/reopening Quicken, Windows/VM restarts, and additional downloads. However, a few days later the Account Name eventually changes itself back to CREDIT CARD XX0286.

The Description remains Chase Sapphire Preferred; only the Account Name is overwritten.

I have another Chase credit-card account using Express Web Connect+ whose custom account name does not revert. The affected account is the newer account.

Mobile & Web Sync is OFF, and transaction downloads work normally.

Has anyone else seen a newer Chase EWC+ account periodically replace the locally assigned Account Name with the bank-supplied name?

I have also submitted this through Quicken’s Report a Problem function with logs.

Quicken Laura

Hi @fmm,

Thank you for sharing what you’re experiencing and for submitting your logs. That's interesting behavior, and I’d appreciate a bit more information to help narrow down the cause.

Could you please let me know:

1. Have you had to reauthorize the new account in Quicken since it was first added?
2. When do you notice the name change, after an account update or after simply opening Quicken?
3. Where is your Quicken data file located? To check, open Quicken and go to File. At the bottom of the menu, the file with the check mark next to it is the one currently open. Please provide the full file path shown there.

I look forward to your response.