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Missing Transactions After Error 2000 Workaround

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Dick

Apr 15, 2009 @ 04:27 PM

I Disabled my connection to Chase and then recreated it as a New account, in order to stop getting the Error 2000 message. I then finally was able to download some recent transactions, but the prior month of items was missing.

How can I download that set of transactions, rather than enter them manually?

Thanks!

Dick

1. 1 Posted by Ben Spencer on Apr 15, 2009 @ 09:21 PM

   

   Hi Dick

   Click on your bank account from the home page. Click Online->Setup Online Banking Click the "Reset Sync" button

   This should enable you to download all previous transactions.

   If you need any further assistance please let me know.

   Sincerely Ben Spencer

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2. Ben Spencer closed this discussion on Apr 15, 2009 @ 09:21 PM.

3. Richard Huitema re-opened this discussion on Apr 15, 2009 @ 10:47 PM

4. 2 Posted by Richard Huitema on Apr 15, 2009 @ 10:47 PM

   

   Hey Ben!

   Thanks for the help!

   Unfortunately that didn't do it. After using the Reset Sync
   button, I received the response that my transactions are up to
   date ..... but they're not because I'm missing the 30 or so
   transactions prior to my last download.

   I'd like to set the last transaction downloaded date to 3/18/09.
   Then I'd hope to get the missing transactions and duplicates of the 3
   recent transactions I downloaded earlier today. I can handle
   eliminating a few dups, but hope not to enter a month's transactions
   by hand!

   Any thoughts?

   Dick

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5. 3 Posted by Ben Spencer on Apr 15, 2009 @ 11:17 PM

   

   Hi Dick I'm sorry that didn't work for you. I am not sure what the cause is. One thought I have is that you could download an OFX/QFX file from your banks website. Not all banks provide this but most do. Usually the banks websites will allow you to specify a date range for the transactions you want to download. If you download such a file you can then import it by selecting Import->"Open Financial Exchange (OFX)" from the file menu.

   If this also doesn't work I'd be happy to investigate the problem further. Let me know how you get on.

   Sincerely Ben Spencer

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6. Ben Spencer closed this discussion on Apr 15, 2009 @ 11:17 PM.

7. Richard Huitema re-opened this discussion on Apr 16, 2009 @ 01:16 AM

8. 4 Posted by Richard Huitema on Apr 16, 2009 @ 01:16 AM

   

   Ben:

   Thanks, again!

   That was my first attempt to solve this dilemma; it hasn't worked.
   The Chase server repeatedly gives me a "Bad Server Response" message
   when try to download a QFX file in recent weeks (it was fine
   earlier), and the support staff says (the first time) "we have a
   ticket on this known problem and will call you when it's fixed" or
   (the second time) "you must use a web connect to download for
   Quicken" (which I had to tell them to get them to stop asking what
   software I was using.... when I repeatedly explained that it didn't
   matter, since I was only asking for the QFX file. [How's that for a
   run on sentence!]

   Needless to say it's been exasperating!

   If I were to create another account in MD and download to it, could I
   merge it with the original?

   Appreciatively,

   Dick

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9. 5 Posted by Richard Huitema on Apr 17, 2009 @ 02:52 PM

   

   Ben:

   I finally tried downloading a QIF file instead of a QFX file, and it
   worked, so I'm now a happy camper!

   Isn't QFX the preferred type, because it is less error prone?

   Dick

   Begin forwarded message:

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10. 6 Posted by Brian Adler on Apr 17, 2009 @ 07:50 PM

    

    Dick, QIF is generally not the best file type to download when the newer ones are available. QIF is necessary for imports from Quicken, but most banks allow downloads in newer, better formats. But QIF will work if that is what is available. Brian

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11. 7 Posted by Richard Huitema on Apr 17, 2009 @ 10:22 PM

    

    Thanks! Chase shows QFX as an option, but it's not working.

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12. 8 Posted by Brian Adler on Apr 22, 2009 @ 06:19 PM

    

    Moneydance won't open it? In what way is it not working? Or did you mean that it won't download?

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13. 9 Posted by Richard Huitema on Apr 22, 2009 @ 07:02 PM

    

    Brian:

    Thanks for asking!

    The workaround went fine, but when I downloaded transactions I
    received only those for the last few days, rather than for all the
    last month or so. Thus, I was missing about a month's transactions.

    I have since obtained most of them via an QIF download. True to it's
    reputation, several items were missing... but I've manually created
    them... so the problem is now FIXED!

    All the best.....

            .....Dick
    

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14. 10 Posted by Ben Spencer on Apr 22, 2009 @ 07:18 PM

    

    Hi Dick I'm glad you now have everything running smoothly. If you hve any further questions we are here to help. Ben

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15. Ben Spencer closed this discussion on Apr 22, 2009 @ 07:18 PM.