Quicken Doesn’t Seem to Want Me - Missing a Month of Chase Data in Quicken

Marybeth1234
Marybeth1234 Quicken Windows Subscription Member ✭✭
edited July 24 in Download, Add/Update Accounts (Windows)

The last time I logged into Quicken was on 05/18. When I logged in again yesterday and updated the accounts, I noticed that Chase transactions for 2 out of my 5 Chase accounts are missing activity between 05/18 and 06/20. One of the impacted accounts is Checking and the second one is a Credit Card.

I spent two hours yesterday trying to troubleshoot on my own, and another two hours today with tech support—disconnecting and reconnecting accounts, creating new Quicken copies—only to be told that the proposed solution is to delete the accounts completely and then set them up again. That approach only brought in 90 days of activity.

How am I supposed to track spending with just 90 days of data? I've been using Quicken for 2 years. I want to like Quicken, I can put up with how incredibly slow it is, but I run a business and I am wasting my life trying to figure this out. Downloading transactions for the past 30 days from Chase should be a basic function, it worked before, it's working now but it's not working between 05/18-06/20. I know this isn’t a Chase issue—my other three accounts are working fine.

Please help before I give up entirely.

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Comments

  • Quicken Anja
    Quicken Anja Moderator mod
    edited June 21

    Hello @Marybeth1234,

    Thanks for sharing the details, and I’m really sorry to hear how much time you’ve had to spend trying to resolve this.

    Just to confirm—were you able to restore a backup to recover the missing data that was lost during troubleshooting? Also, have you had a chance to try manually importing a QFX file from Chase for those two accounts to bring in the missing transactions between 05/18 and 06/20? Additionally, during troubleshooting, did you already follow the guidance found in this support article?

    Lastly, when you added the accounts as new, did any of the missing transactions for that date range download into the newly created accounts?

    Check back and let us know! Thank you.

    -Quicken Anja
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  • Marybeth1234
    Marybeth1234 Quicken Windows Subscription Member ✭✭

    Yes, I followed all these steps. merging accounts, updating beginning balances from 2022, looking for duplicates. Why is this happening? Still show the following error.

    Screenshot 2025-06-21 110451.jpg
  • mjonis
    mjonis Quicken Windows Subscription Member ✭✭✭✭

    This is a known "issue", IMO. Look through these threads and you'll see many of us have repeated issues with Quicken not downloading transactions (it randomly happens, but a lot of us had it during the time frame you mentioned).

    Typically:

    The fix is rather tedious, but:

    Go into EVERY account for that FI (Chase, Citibank, etc) that's having the issue.

    DEACTIVATE every account

    Then click the "plus" to add an account, add Chase.

    It'll hopefully launch the web browser to reactivate the accounts. Do that.

    Hopefully it'll also find the "link to existing" and do that.

    Generally this will resolve the issue, but you'll also end up getting the last X days of stuff with duplicates.

    Total PITA, IMO, but a lot of us have had to do this with almost every EWC+ since mid-May when the issue showed up.

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