Chaseonline myaccounts full#
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Chaseonline myaccounts download#
Only problem is, I haven't been able to successfully download any transactions since August 31. After disconnecting and reconnecting my two Chase CC accounts, I see one and only one balance: an "Ending Balance," which matches the current posted transaction balance online. In the reconciliation box, on the left is online balance and on the right is Quicken Balance and the Quicken Balance is correct and it based on the information downloaded from Chase, and identifies as Online Balance (and is correct) but the reconciliation insists on using a number from the previous day's downloaded balance. The problem for me is when I go to Reconcile the Online Balance that Quicken bases the reconciliation is not the current but an older amount and I can't fix or adjust it. The Online Balance show on the page is correct and matches the current balance of charges processed on my Chase account and does not include any pending charges. Completely unnecessary and is an extra step for me to remove that text - it clutters the information on the display. Lastly, I'll just say that I greatly dislike that the text that is in the Payee field is being duplicated in the Memo field, often in all caps. What? How am I supposed to get those tags back? And this was on reconciled entries, so shouldn't have been touched at all. The other credit card balance is fine, but the migration stripped out all category tags for the last 3 months ( until today).
Chaseonline myaccounts how to#
I can't figure out how to resolve this, as there are only 12 new transactions, none of which total up to these numbers. One credit card account was off by $33.04 yesterday (last reconcile was, so not that far back) and is off by $288.33 today. I have no idea if it changed the opening balance or not?
The balance for the savings account is off by $84.93 (totally random number I can't figure out) and that dates back as far as, which is as far as I can see when I look at my account history on. I have 2 Chase credit card accounts and 1 Chase savings account in my Quicken. Of course this assumes that Intuit and Quicken are in fact also getting the online balance from the correct field in the returned data.
And that would be that the financial institution put the wrong balance in the field for the online balance passed back to Quicken. That would mean that the reason the online balance is wrong would be the same reason it is sometimes wrong with Direct Connect. But Express Web Connect + is using a set protocol (FDX) it should be impossible to get the wrong online balance in the same manner. One thing I find interesting about this about this problem is that this is with Express Web Connect +.įor Express Web Connect one might explain a problem like this that Intuit's "scripts" might be getting the wrong balance because there isn't a set protocol of how to get the data. One would hope that when they implement this option they would make the downloaded transactions and the online balance consistent. Note that they did state that they were going to allow downloading pending transactions, but also stated it would be optional. Quicken Inc doesn't consider this right, it is flagged as a bug: For some reason, the powers that be seem to think that including pending transactions in the Online Balance and in the downloads is a good idea, but in my opinion it is wrong since they might change like a restaurant bill that doesn't have the tip in the pending charge but will in the final posted charge.
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