I was prompted to update my connection with Chase but nothing happens - QMac

I have been alerted to update the data connection for my Chase account but when I do an update, I do not get the response that was indicated from Quicken. I only have a credit card with Chase, not a checking account. Am I doing something wrong?

Answers

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited September 20
    This is basically what I did over on the Windows side -

    basically same - running R43.26 for a few days - created daily Backups - ran - File --> Validate --> [x] Validate
    1 - went thru and manually DE-activated ALL my Chase accounts before even starting this process.
    2 - also went thru and CLOSED any old Chase accts that were in fact actually closed.
    3 - then did an ADD ACCOUNT for Chase - and followed the directions to Authorize, Select which accts, etc
    4 - all accounts showed up with their nicknames and able to LINK to their existing Quicken accts
    5 - screen said that 5,300 transactions were downloaded - in fact, none actually showed up.
    6 - only 1 dup during this process.
    7 - next day - OSU - and a handful of dup transactions downloaded - from around 9/2/22 - and today is 9/18/22
    8 - will see how next week goes... with OSU and dups.
    9 - the Opening Balance in one acct was weird - but had saved it into the Memo field as suggested by another user
    QWin Deluxe Subscription - Win10
This discussion has been closed.