Re: Chase download issue

On 03/16/23 11:58 AM, Andrew wrote:
> 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!!
> 

I should also mention to make sure you 'LINK' the Chase account to the 
correct Quicken account during the reactivation process.  Don't allow it 
to create a NEW Quicken account!
-- 
-----------------------------------------------------------
Regards -

- Andrew