11/5/2025 Error with Chase Online Bill Payments

jms397
jms397 Quicken Windows Subscription Member ✭✭
edited November 5 in Registers & Transactions (Windows)

I just encountered an error with my transaction download from Chase when I have paid a bill using their online bill payment feature. Instead of having the vendor name appear, I now only get "Online Payment" in the transaction. Therefore, my memorized payee list doesn't categorize the expense properly. I have to manually fix the transaction. It just started with me on 10/31, but I hadn't used the feature since 10/1, so the problem may have started earlier in October.

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Recommend you manually record a transaction into your register at the same time as you make the Online Bill payment at the bank's website. This will give you a correctly named and categorized register transaction. When, during a later One Step Update, the payment confirmation download, Quicken will be able to match the downloaded transaction with the register transaction and everything will be OK.

    Use Scheduled Reminders for recurring payments or Memorized Transactions for less frequent instances.

  • jms397
    jms397 Quicken Windows Subscription Member ✭✭

    Sounds like additional work for me. This may work but I shouldn't have to do this.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you asked Chase why they are not sending a proper Payee Name in your "Online Payment" transactions?

    If you haven't done so already, I'd say it's time to also contact Quicken Support on the phone during posted hours of operation and request help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it. Checking the download log files might help find what's wrong …

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