- With Chase Commercial Online1, you can view, search and download your. SEE STATEMENTS. INITIATE QUICKDEPOSIT. You can search your account activity based on specific transaction types and date.
- When I make foreign purchases with a Chase card, the foreign transaction fees use to be downloaded and appear in Quicken for me to manually accept, just like all the purchase transactions. But now the purchases appear, but none of the foreign transaction fees.
Manage your Southwest Credit Card account online. View account activity, add a user, sign up for account alerts and more. You can also access your Rapid Rewards account on Southwest.com to view your rewards balance and view redemption options.
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- edited December 2018Hi @ maz.nasser ,
Contact Chase and ask them. You may need to add them manually.
Also see this Article: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...thecreator - User of Quicken Subscription R19.44 & Quicken 2017 HBRP R19.1 - edited September 2018
Download older transactions (Q Windows only)
Depending on how
much data the banks offer, you can download older transactions from most banks.
Here's more about how to do it:
https://getsatisfaction.com/quickencommunity/topics/faq-download-old-transactions - edited March 2018
Hi @thecreator , thank you, I contacted Chase bank , unfortunately they only have 90 days available for credit card to download, Do you know any other way that I can transfer them to quicken? do you have the link that can help me understand how to add them manually?Hi @ maz.nasser ,
Contact Chase and ask them. You may need to add them manually.
Also see this Article: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-... - edited October 2018My wife has an Amazon Visa, and I just checked her account. While I didn't try this, it certainly SEEMS possible to download a specific older date range from the account.
From the Accounts page, click the download arrow icon, and then proceed per my graphic.Q user since DOS version 5
Now running Quicken Windows Subscription
Retired 'Certified Information Systems Auditor' - edited April 2017
Thank you very much but I did exact the same and chose date between 01/01/2016 to 12/31 then it only downloaded December activityMy wife has an Amazon Visa, and I just checked her account. While I didn't try this, it certainly SEEMS possible to download a specific older date range from the account.
From the Accounts page, click the download arrow icon, and then proceed per my graphic. - edited April 2017
For what it is worth I have certainly seen different financial institutions limit the time ranges for certain data formats. Sometimes they post something like 'you can only download XX days', and sometimes silently giving you only what they choose.My wife has an Amazon Visa, and I just checked her account. While I didn't try this, it certainly SEEMS possible to download a specific older date range from the account.
From the Accounts page, click the download arrow icon, and then proceed per my graphic.
In general financial institutions tend to allow to download in CSV format for the longest date ranges.
So you might see if that with CSV they give you the transactions you need.
For one time conversions like this you can get them done with this, in the free trial period:
https://getsatisfaction.com/quickencommunity/topics/faq-is-there-a-way-that-will-allow-you-to-import-transactions-from-qif-csv-excel-ofx-files-into-quicken - edited April 2017
OK, I just tried the actual download ... although I used my Southwest Visa instead of the Amazon card because the SWA card has MUCH more activity.My wife has an Amazon Visa, and I just checked her account. While I didn't try this, it certainly SEEMS possible to download a specific older date range from the account.
From the Accounts page, click the download arrow icon, and then proceed per my graphic.
I set the date range to 7/1/16 to present ... but only got 12/1/16 to present.
SO, it does indeed look like Chase limits even the web initiated downloads.
And I downloaded in CSV format, so that I could get an easy look at the transactions in Excel without having them not accepted by Q due to being duplicates.Q user since DOS version 5
Now running Quicken Windows Subscription
Retired 'Certified Information Systems Auditor' - edited April 2017
That is disappointing, and I think it is new. Maybe since they redid their site.My wife has an Amazon Visa, and I just checked her account. While I didn't try this, it certainly SEEMS possible to download a specific older date range from the account.
From the Accounts page, click the download arrow icon, and then proceed per my graphic.
I remember being able to download a much longer history on my Chase credit card, but I just tried it, and got the same results. - edited January 2018I know this will come up again so here is a tip. You can download your end of year pdf file, SELECT ALL, COPY, PASTE into Notepad. It takes a bit of massaging but you can delete the chart data and such, then import it into Excel and then CONVERT TEXT TO COLUMNS.
I tried extracting the data using Adobe and a couple others and this method is by far the easiest. It will not import nicely straight into Excel so Notepad editing becomes necessary. - edited November 2018
Unfortunately, it is not possible to import transactions older than 90 days. However, you can add older transactions manually. For more information about credit card transactions, visit [link removed].
Chase Business Download Transactions
When I attempt to download all my posted transactions, some of these are correctly downloaded, but some are not. Naturally, this makes my local balance be different to my online balance, and it becomes a pain, since, in order to solve the problem, I need to start comparing my statement transactions with my quicken transactions and add the missing ones in quicken.
What could the problem be? why are some transactions not downloaded automatically?
Keep in mind that these are not pending transactions, which I understand won't show up.
Comments
Chase Credit Card Payment
- edited October 2018HMMM, because I have 3 Chase credit cards ... and no problem whatsoever downloading from them.
Can you isolate any common element about the transactions that don't download?
Have you looked at your QFX Log to see if it's being downloaded, but not presented in Q? HELP, Log Files, QFX Log. Save the file to your desktop, and open with NotePad or WordPad (NOT MS Word)Q user since DOS version 5
Now running Quicken Windows Subscription
Retired 'Certified Information Systems Auditor' - edited October 2018Thanks for replying NotACPA!
So I looked in the QFX logs as you suggested and the missing transactions were downloaded! I do see my missing transactions in the log.
Now, what would be the next step to figure out why Quicken is dismissing these? - edited September 2017Hi Juan,
Unfortunately, it appears that this conversation has gone stale. If the problem still persists, please reach out to Quicken customer support. The following link contains all the information you should need to contact a support agent:I hope this helps,
Dave - edited December 2016
The next step is to look at the Downloaded ID. It is the FITID field in the OFX logs, and you can view a column with it by going to the register and selecting the lower gear icon. Note in two column mode you also have to select Downloaded Reference.Thanks for replying NotACPA!
So I looked in the QFX logs as you suggested and the missing transactions were downloaded! I do see my missing transactions in the log.
Now, what would be the next step to figure out why Quicken is dismissing these?
Quicken is not going to show you a transaction where it has already the same Id. Also if you download a transaction and delete it you will not be able to see it in the register (but you might find it in the logs), but Quicken still keeps track of them, and it will not show it to you. - edited August 2016
After checking the OFX logs, I observed that the missing transactions were downloaded correctly from Chase. However, I could not figure out why they were not registered. I still don't see the pattern in the missing transactions that would explain why some show up and some don't.Thanks for replying NotACPA!
So I looked in the QFX logs as you suggested and the missing transactions were downloaded! I do see my missing transactions in the log.
Now, what would be the next step to figure out why Quicken is dismissing these?
I verified the file via menu File->File Operations->Validate and Repair and some chase transactions were detected as corrupt. None of these related to the missing transactions.
In order to handle the missing transactions, I simply added them manually, which is not ideal. - edited October 2018I am having a very similar problem. When I make foreign purchases with a Chase card, the foreign transaction fees use to be downloaded and appear in Quicken for me to manually accept, just like all the purchase transactions. But now the purchases appear, but none of the foreign transaction fees. Chase says the problem is not on their end. Anyone have an answer?
- edited December 2016
Look in Help -> Log Files -> OFX LogI am having a very similar problem. When I make foreign purchases with a Chase card, the foreign transaction fees use to be downloaded and appear in Quicken for me to manually accept, just like all the purchase transactions. But now the purchases appear, but none of the foreign transaction fees. Chase says the problem is not on their end. Anyone have an answer?
New logs are at the bottom, and it easiest to look at if you just update the Chase accounts in one session, but just look for a transaction amount Quicken shows, and the other transactions will be in a similar format in the same section.
In that way you can see if Chase is in fact including the transactions or not.
And also if they are their check the FITID if it is a duplicate of another transaction then Quicken won't import it either. In your account register you can turn on the column for Downloaded ID (that is the FITID). Note you have to turn on Downloaded Reference too if in two column mode. - edited September 2016
OK, I see now how to find the FITID.I am having a very similar problem. When I make foreign purchases with a Chase card, the foreign transaction fees use to be downloaded and appear in Quicken for me to manually accept, just like all the purchase transactions. But now the purchases appear, but none of the foreign transaction fees. Chase says the problem is not on their end. Anyone have an answer?
And yes, Chase is including the foreign transaction fees in the QFX file.
And now I see that the fee's FITID is the same as the purchase FITID that generated the fee.
So how does one fix this, so that the fees appear in the Downloaded Transactions and I can accept them into the normal register?
And why didn't this problem exist before? For years I've been making foreign purchases on this Chase card and not had a problem getting the fees to show in Quicken after an import. - edited December 2016
Only Chase can fix the problem. Every transaction has to have an unique Id.I am having a very similar problem. When I make foreign purchases with a Chase card, the foreign transaction fees use to be downloaded and appear in Quicken for me to manually accept, just like all the purchase transactions. But now the purchases appear, but none of the foreign transaction fees. Chase says the problem is not on their end. Anyone have an answer?
As for why now, that would be up to Chase to answer, they broke it.
As a workaround if you download the QFX file from Chase's website, you can edit it any any text editor, and just change the FITID to something else, like just add an A to the end.
The QFX file is basically the 'response' of a Direct Connect conversation between Quicken and the financial institution. Quicken requests the transactions and Chase sends that response. And logs it in the OFX log for debugging just this kind of problem.
Of course you could just enter it manually too.