Thank you Quicken for finally fixing this problem.('Site') has entered into an advertising campaign with Empower Personal Wealth, LLC ('EPW'), through which Site is paid up to $250 for each individual lead. I am now hoping that all the Update processes are working correctly. Previously, the reset account option did not recognize many old transactions and the balances were completely messed up. We will see if this fix works for the next Reconciliation effort and future transaction downloads. My starting position was all accounts Reconciled with the last bank statement and all transactions manually entered. Each has not been working since August 2022. I was able to reconnect a total of 8 accounts today. Once I had the error value, I sorted the account by deposits and found it immediately. Don't know why this one did that, but it was relatively easy to find by calculating the difference in the bank's balance and the balance shown in Quicken. I also had one account that changed the opening balance. I did have some problems with a few duplicate transactions, but the download added a blue dot next to them, so they were easy to correct/delete. I was also able to reconnect another bank that has been unable to download since August. I have two Chase accounts and had to do each one individually by opening each and selecting Edit Account Details. From that screen I simply Reset Account, authorized (if asked) and selected the appropriate account and selected Link to Existing Account. I had to do each account individually using Edit Account Details/Online Services. Using the new update from today, Friday, November 18, 2022, I have been able to get all my accounts, Chase and other banks to update correctly (I think). I have my finances almost entirely automated and they are also very simple. But that is because I have consolidated my finances there and Quicken use has really only been a hobby for me for a very long time. Personally, I'm going to drop Quicken and just use Chase's website. So, you have as much information as I have and probably as much as anyone would ever be able to provide you. But with Chase the only connection method that will be left other than Express Web Connect + will be Web Connect where you download and import a QFX file. Not to mention having your transactions on their servers. If the problem is you don't like the idea that there isn't any accountability with Express Web Connect (or +) because you have to deal with Quicken Inc, Intuit, financial institution (and almost only through Quicken Inc to talk to the others) I certainly get that. If the problem is just 'conversion pain', most likely most will get through this and it will be reliable for them. Then the choice is easy, find a financial institution that still supports that. If one insists on bill pay through Quicken to the financial institution. I would make the decision on what I need. To some this up, I wouldn't make my decision and trying to find blame. That can only be done with Direct Connect. That is of course if don't need bill pay through Quicken, through the financial institution.

Hopefully once all the problems with the conversion is over, Express Web Connect + might be reliable. This the growing pains of doing something different.Īnd this really doesn't have to be an either or decision on Quicken or Chase.Īnother possibility is work through the problems and then use it. Some of this is clearly Quicken problems others not so clear who's at fault. And then there is the downloading of duplicate transactions which might fall into either party, and there might be other problems like not downloading new transactions.

And some of the problems like where people could reauthorize because of web pages not coming up on their site for some users/web browsers are certainly in their domain. It was certainly Chase that decided to make the change. Well if you want my person opinion of who is at fault, I would say they both share some of the blame.Īnd don't forget to include Intuit in this. I have been warned about this change for a couple of months and when it happens, it does not work properly, so the real question here for me to make my personal decision if, which entity is at fault? As with most things, I am sure both will point at each other or perhaps blame Microsoft. It is somewhat of a personal decision, to be sure.

Chase quickbooks download problem