Chase one step update no longer works?

Jul 15, 2011 5 Replies

I have a checking / savings account with Chase and the One Step Update seems to no longer work.



The completion screen says "2 accounts updated successfully" but no transactions are entered.



This is q2011 R8.



Any suggestions on what to check / log files to look at?



Thanks :)


Evan Platt wrote in news: snipped-for-privacy@4ax.com:

I have issues with Chase at times too. Sometimes transactions download on the first try, sometimes 2 tries are necessary. Also, there was an email about maintenance either last night into this morning, or upcoming tonight, etc. But apart from that it works fine for my savings, checking and credit card accounts.

On Fri, 15 Jul 2011 07:46:32 -0700, Evan Platt wrotG:

They sent an email saying they were doing maintenance this weekend and the dowloads would not work until Monday. Relax and wait.

Howard wrote in news:vt0327ldt49vi3b42p0r4jran13cmtk02b@

4ax.com:

I think the OP's problems predate this. OSU downloads worked fine Friday early evening, but notnow. Website data were updated this morning.

It hasn't worked for a few weeks.

"Evan Platt" wrote

"Updated successfully" only means no errors were detected. You get that message whether there were transactions to be downloaded or not.

See Quicken Help > Log files > OFXlog

You can often analyze the OFX data more easily if you do a "Save As" and open the resulting .TXT file in Word. If the fi doesn't format the OFX data conveniently, you can usually make it easier to read by inserting line-breaks just before each token. And you can do FIND's on the data when it's open in a word processor.

If you don't see your transactions, the fi failed to make them available for download.

If you do see your transactions, a remaining possibility is that the fi re-used a "Financial Institution Transaction ID". Those ID's should be unique for all time for each transaction for a specific account. Quicken used the "FITID" to determine if a transaction has been downloaded before ... if Quicken thinks the transaction has been downloaded before, it will not display the transaction in the "Accept transactions into Quicken" window.

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