Re: Chase download issue

On 03/16/23 10:52 AM, vodil wrote:
> On Wednesday, March 15, 2023 at 7:18:25 AM UTC-7, Andrew wrote:
>> On 03/14/23 9:51 PM, vodil wrote:
>>> Something seems to have changed recently with Chase as we can no longer download all our accounts. My wife and I have different Chase logins and have some accounts that are the same and some that are unique.
>>>
>>> It used to be that QW would "update" both accounts. Now it only does one or the other. If I "reset" the one that is not working, it will work, but then the other will not.
>> Is this AFTER all your accounts (savings, checking, CDs, credit card,
>> etc.) at Chase have been converted to 'Express Web Connect+" (note the
>> plus sign "+")? You can see that in the ACCOUNTS tab under the
>> TRANSACTION DOWNLOAD column.
>>
>> Different strategies depending on the answer to the above.
>>
>> -----------------------------------------------------------
>> Regards -
>>
>> - Andrew
> I want to say "Yes", but I am now thinking that each of the accounts must INDIVIDUALLY be reset.   I assumed the process would handle all of them on the same login.

So I would suggest (as always), do a *full* backup of your Q data file. 
Then do a DEACTIVATE on all your Chase accounts IF the account list 
indicates all of them are not already using EWC+ .  Then start with the 
first Chase account and do a ACTIVATE for downloads.

You might very well find that you only need to do this ONCE per Chase 
logon ID (ie: if you have a checking account along with a Credit Card 
account for example, you may only need to do this once and the process 
will pick up all those Chase accounts associated with the same ID).

It's possible you'll receive some duplicate transaction downloads as 
well, so be aware of this.  I did for my credit card accounts.

Report back.  Again, remember to do the full backup first!!

-- 
-----------------------------------------------------------
Regards -

- Andrew