How I eliminated devices from my Apple ID

Note: I initially was going to delete my apple id entirely, until I followed this process and saw that I'm using it on my Windows 11 device and three rokus.

1. Go into https://account.apple.com/account/manage
2. Click on devices
3. I found old devices, including an old iPad air with this serial number: DMPN8771FK10. I removed them.
4. I also found LENOVOWIN11, which I didn't remove
5. I found three Roku devices. I kept those and verified where they are by going into each tv settings-->system-->about
1. 4660X - Roku Ultra: The roku in my office
2. 3600RW - Roku Stick: Mike's Office Stick 
3. 3941X2 - Roku Express 4K+: The roku in the living room

Here's what I see now in my Apple account

Remove my Apple ID

I found this also, but I already did everything here 

QUESTION:

I already did a factory reset of the iPad. Now, how on the web do I eliminate my appleid?

ANSWER:

After performing a factory reset on your iPad, you can remove your Apple ID from the device itself. Here's how:

1. Access iCloud.com:

• Go to iCloud.com in your web browser.

• Sign in with your Apple ID and password.

2. Locate "Find My":

• Click on the "Find My" icon.

3. Select Your iPad:

• Click on "All Devices" at the top of the screen.

• Select your iPad from the list of devices.

4. Remove from Account:

• Click on "Remove from Account."

• Confirm the removal by clicking "Remove" again.

This action will dissociate your Apple ID from the iPad, effectively removing it from the device's records on iCloud.com.

Important Note:

• By removing your Apple ID, you're essentially deactivating "Find My iPad" for that specific device.

• Ensure you've backed up any important data before performing a factory reset, as this process will erase all content and settings from your iPad.

 

Full iPad reset for selling the iPad

 

Everything I did before selling the iPad

I did everything below. Note: I did the second question first.

First I asked Gemini:

QUESTION: Method for a complete factory reset of iPad
ANSWER: 

Here's how to perform a complete factory reset of your iPad:

1. Important Notes:

• Find My iPad: If "Find My iPad" is enabled, you may need to disable it before resetting. (I did this in part two below.)

• Activation Lock: Be aware of Activation Lock, which is linked to your Apple ID. It prevents anyone else from using your iPad without your permission. (This I did in the second half because all it takes is turning off Find My iPad and I also checked in iCloud to be sure it's off. I saw in iCloud that I have no devices, so that's good.)

2. Reset Using Settings

• Open Settings: Tap the "Settings" app on your iPad's home screen.

• Go to General: Scroll down and tap "General."

• Select Transfer or Reset iPad: Tap "Transfer or Reset iPad."

• Choose Erase All Content and Settings: Tap "Erase All Content and Settings." (See pic at bottom)

• Enter Passcode/Apple ID: You'll be prompted to enter your device passcode or Apple ID password.

• Confirm: Follow the on-screen instructions to confirm the reset.

3. Wait for the Process to Complete

• Your iPad will restart and erase all content and settings. This may take some time

Remember: A factory reset will completely erase your iPad. Always back up your data before proceeding.

 (I did not need to back up any data.)

That annoying green bar in Lastpass

 

Problem:

I recently deleted a site in the vault and a green notification showed that the site was deleted successfully. After that, each time I opened the vault, the notification was shown.

Solution:

When that annoying green bar shows up again:

In your browser go to Lastpass cookies and delete them. You don't have to delete other cookies. Examples:

1. edge://settings/content/cookies/siteData?searchSubpage=lastpass
2. chrome://settings/content/all?searchSubpage=lastpass&search=cookies

I now have the settings url for chrome bookmarked so it's easy to do

Experiment:

I also went into advanced account settings and unchecked the box for this:

Keep track of login and form fill history.

We'll see if that fixes it permanently

 

 

Thoughts on Not Uncommon Just Unheard of

Pithy quotes

1. Play the game without being sucked into the culture of the game
2. Get a sense of who might have your back and who might break it
3. Choosing your battles over stupid stuff eventually beats you down, but you also have to draw the line from the start to show them how much crap you will take. It's a tough line to balance and changes with every job
4. Some people have to do petty things in order to feel important. But when management caters to that, management has now done something unprofessional

Apple Ipad Air copying files from Windows and also updating the iPad software

 

I wanted to figure out how to get files copied from my Windows 11 laptop to my Apple iPad Air. I will now abbreviate with laptop and Ipad

1. I found these instructions: Transfer files between your Windows device and iPhone, iPad or iPod touch  
2. So I had my laptop and my iPad connected by usb, and was running the Apple Devices software on the laptop.
3. But I got a message from the Apple Devices software saying my iPad's OS was back level
4. So I said yes to updating the iPadOS, but but found out my iPad was not charged, so the transfer from windows to the iPad seemed to be hung
5. That's when I realized the ipad has only one usb-c port
6. So I unplugged the usb from my laptop and charged the iPad for just a few minutes
7. The iPad was showing: support.apple.com/ipad/restore, which apparently meant to be a message to say plug that usb back in
8. After a few minutes of charging the iPad, I did reconnect the laptop to the iPad, and it succesfully transferred the iPadOS update software, and then it started installing
9. Now that it was installing, I believed it to be safe to disconnect the two devices again, so I could go back to charing the ipad while the OS installation update was continuing
10. So first, I tried charging my ipad just enough so it could load all the updates
11. I unplugged the usb from the windows laptop, and tried charging my ipad, at least just enough to get things started again
12. It's taking a while, but once the OS update is installed, I can go back to following the directions in the aforementioned URL.
13. I keep changing my mind whether I need to charge the iPad further because the update doesn't seem to be moving. I did find this by googling: If your iPad's battery is completely depleted, it might take some time before it displays any signs of charging. So I think I need to leave it charging for a while
14. Eventually I should be able to return to following the steps for copying files from the laptop to the iPad using the FILES tab from the Apple Devices software on my laptop.

Lastpass in Chrome that annoying green bar

The message is: Success! [whatever site] has been deleted
I found the best thing to do is to go into ccleaner and delete only cookies from chrome

That's better than deleting cookies directly from the Chrome browser, because I already have a setting in ccleaner to save many cookies. They are in "cookies to keep."

The object is to just always get rid of my lastpass cookies

Use Handy Address Book for my Christmas card labels

 

Background:

1. Just look in my start menu for "Handy Address Book"
2. It was a single license for $34.95
3. Here's the link to Handy Address Book.

Note:

You can use these steps both for printing the mailing labels and for printing our own return address labels, which are also backed up. I have one file with all our sending addresses, and another file containing over a hundred copies of our own return address.

The Steps:

1. Open Handy Address Book on my Windows computer 
2. Find the latest version of all the addresses
3. Make sure they are in the order you want them (alphabetically)
4. Click on Edit, Select All. Make sure all of them are really selected!
5. Open FILE-->Page Setup-->Label Style-->5161-->Yes to Print Delivery Point Barcode-->0.125" from left label edge
6. Click IMAGE. Find a small png or jpg that you like. Choose Image Alignment: Left. Click OK
7. Click LABEL-->Arial, Italic, 12, and choose a color. Click OK
8. While still in Page Setup, click Print, make sure Label is still selected, make sure number of copies is set to 1, and then Print to PDF instead of to the printer. Click OK. Give it a name
9. Now open the PDF from your hard drive and make sure it's correct. Inspect all the addresses. Make sure none are cut off and that everything looks right
10. Do a one sided print to print on plain paper, maybe at hi res, and then cut with scissors! 
11. Tape onto the envelopes

Adding storage to my Fire tablet

 
I needed more storage for my smaller Fire Tablet 7 (my newer one.)

The first SD card I tried was 256GB, but resulted in a message that the disk was corrupted. I googled this issue, and learned that for some fire tablets, there's a limit to the size of the SD you can use. So I returned it and ordered a 64GB SD card.

This one also said it was corrupted. But this time I clicked on that message, and it told me I have to format it first. So it's possible the bigger SD card would have worked.

It then formatted it. 

Then it asked if I want the storage for moving files and I said no. Then it told me that if I want to use it for apps and such, that I have to move the content, so I said yes. Then it said:

 
Your SD Card is ready to uSe. Your content was moved

To manage this SanDisk SD card, go to STorage Settings.

Enable 3D Mode in Google maps

Try this: https://support.google.com/maps/answer/3031966?hl=en-GB&sjid=12801735407415340256-NA

Or this worked:

If you navigate to this link http://maps.google.com/?force=webgl and you then see an error at the bottom of the screen along the lines of "We’re sorry, only the lite mode of the new Google Maps is available at this time."  webgl is probably not enabled for your browser.
On Chrome, navigate to chrome://settings/ -> expand the Advanced settings at the bottom of the page -> under System, make sure "Use hardware acceleration when available" is turned on.

Notification Settings in Google Docs

1. Go into the document
2. Click help
3. Use "search the menus" to search for notification settings

Quizlet helps

 

1. To change visibility, go into the set, then the pencil for that set, and then the gear.

24-08-20 Bad contacts on my android phone

Theory: Bad contacts on phone could they be in verizon cloud

Had an hour long chat with Verizon about this. I had over 300 extra contacts on my phone than in Google contacts.

Found out these were added to the Verizon cloud by Verizon, back when I guess I used to have Verizon cloud active.

I used the 30 day free trial of Verizon cloud, cleared them all out, and got the chat guy, Aaron, to then cancel Verizon cloud.

Then I had to go into my phone, and delete them one by one.

24-08-17 Adjusting to my new lenses

 

At Lenscrafters I thought something was wrong with my new glasses that I came to pick up. Spoke with optician Anthony.

He said when they increase the distance, they increase the reading. I had thought I didn't need an increase in the reading, but only in the distance. The reading looked too magnified, and required holding my head in only one place to read clearly.

He expalined the science. Accurate statistics show that with age, the lens in the eye gets less elastic. And so at older ages they increase the reading even more.

He said this is more accurate than the measurements done on my eyesight in their companion office next door. 

He said it's possible but rare that I don't fit with those statistics, but he was firm that I should try them for at least a day because I need to come back to them with two reports: my reading AND my distance. This made sense to me and so did the science, so Ieft the store wearing my new glasses.

By the time I got home and started living my life (reading, writing on the computer, using my phone, cooking, and so forth) I forgot all about them. They were fine.

I went back on Sunday to pass along the good report.                                                 

Reset my HP Windows 10 and make it discoverable on my Windows LAN

I want to completely reset your Windows 10 laptop while ensuring it remains easily discoverable on your Windows 11 LAN. 

1. Assign a Static IP Address

To ensure your Windows 10 laptop has a consistent IP address after the reset, assign it a static IP address.

Go to Settings > Network & Internet > Ethernet > Change adapter options.

Right-click on your network adapter and select Properties.

Double-click on Internet Protocol Version 4 (TCP/IPv4).

Select Use the following IP address and manually input the IP address, subnet mask, and default gateway.

I used the current dynamic credentials to create the static credentials:

IPv4 Address. . . . . . . . . . . : 192.168.1.209(Preferred)

Subnet Mask . . . . . . . . . . . : 255.255.255.0

Default Gateway . . . . . . . . . : 192.168.1.1

2. Enable Network Discovery

Make sure Network Discovery is enabled on both your Windows 10 and Windows 11 computers.

Go to Control Panel > Network and Internet > Network and Sharing Center > Change advanced sharing settings.

Expand Network discovery and select Turn on network discovery.

 

3. Reset

Run reset this PC, Select Rmeove everything, and say yes to clean data 

4. Reinstall Network Adapter Drivers

1. Install the latest network adapter drivers for your laptop.
2. Reconnect to Your Network: Connect your laptop to the network using the same network settings (SSID and password).
3. Verify IP Address: Check if the static IP address is still assigned correctly.
4. Enable File Sharing (Optional): If you want to share files, enable file sharing and permissions. 
5. Update Windows: After the reset, ensure you install the latest Windows updates.
6. Reinstall Necessary Software: Reinstall essential software and drivers.
7. By following these steps, you should be able to successfully reset your Windows 10 laptop while maintaining its visibility on your LAN.

 

Problems with NAS

Specifically, Obi-Wan

I tried using DHCP to renew the IP address. We'll see if that sticks.

Google Meet (Google Duo) crashes on Windows 11

 

I tried  turning off "Use graphics acceleration when available"
 
but I had to turn it back on because ontherwise 3d doesn't work in google maps

Use a local account in Windows 11

 

1. Open the Windows 11 settings app
2. Select Accounts, by clicking your profile picture
3. Select Your Info
4. Select "Sign in with a local account instead" (under Account Settings)
5. Windows 11 will then guide you through the process of switching to a local account on your PC

Notes from my changeover to Lenovo with Windows 11

Miscellaneous Stuff I Did

1. Note: at the earliest point you can, detach and uninstall OneDrive. Do this before you put any files on your new computer!
2. To see my NAS devices, the easiest way was to get a new copy from the web of the Buffalo Nas Navigator Utility which was here: https://www.buffalotech.com/support/downloads/linkstation-pro
3. Once I installed that, I could use it to instantly see the two devices and to map them from the utility. It still defaulted to L and then M.
4. Next I was able to copy the entire Windows software folder from one of the NAS devices down to my hard drive
5. From there I was able to install apps I still want such as the address book and Paint Shop pro.
6. I quickly realized I need to uninstall OneDrive. It's an installed app. I had to go through several machinations to completely get rid of it, including a registry edit. OneDrive should have been first in my list. Below are the instructions from Gemini, but I also did other stuff.
7. The file explorer menu put some important function into "more options" which was annoying. So I did a regedit according to these instructions: https://www.pcgamer.com/windows-11-context-menu-fix-right-click/.
8. I wanted to see this new Lenovo from my old Dell. Here's the credentials format. See Lastpass-->my microsoft account to get the exact credentials:
1. \\computername\sharedfolder
2. my current microsoft password
9. I found a possible reason why I can see obi-wan on the network but not Chidi. I thought it might be because obi-wan setting said don't use DHCP. But Chidi setting said do use DHCP. So I changed Chidi to not use DHCP, but after rebooting, I still can only see Obi-wan on the network. I do see another possible cause, which is that Chidi's workgroup is called workgroup, while Obi-wan's workgroup is called homenet. 

OneDrive Instructions from Gemini

Uninstalling OneDrive and deleting the folder are good first steps, but Windows 11 might still try to access OneDrive if registry entries or settings haven't been cleared. Here's how to make Windows 11 forget OneDrive completely:

1. Unlink OneDrive (if you haven't already):

• Right-click the OneDrive cloud icon in the notification area (usually near the clock).

• Select "OneDrive Help and Settings" icon, then "Settings".

• Go to the "Account" tab.

• Click "Unlink this PC".

2. Clean Up Registry (This step requires caution, back up your registry before proceeding):

• Open the Start menu and search for "regedit".

• Important: Be careful when editing the registry, mistakes can cause system instability. It's recommended to create a backup of your registry before proceeding (https://support.microsoft.com/en-us/topic/how-to-back-up-and-restore-the-registry-in-windows-855140ad-e318-2a13-2829-d428a2ab0692).

• Navigate to: HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Explorer\User Shell Folders

• Look for entries named "Personal" and "My Pictures" (might have OneDrive path).

• Right-click each entry and select "Modify".

• In the "Value data" field, enter the default location for these folders (e.g., C:\Users\%USERNAME%\Documents for Personal).

• Click "OK" and repeat for other OneDrive related entries you find (if any).

3. Group Policy Editor (For Windows 11 Pro or Enterprise):

• Search for "gpedit.msc" in the Start menu and open it.

• Navigate to: Computer Configuration > Administrative Templates > Windows Components > OneDrive

• You can disable OneDrive policies here (e.g., "Prevent the use of OneDrive for file storage").

After following these steps, restart your computer for changes to take effect. OneDrive should no longer be referenced by Windows 11.

Note: If you're unsure about any registry edits, it's best to seek help from a technician or skip this step.

How to get the 9-11 Museum audio guide on android

 

I tried to buy the app from the Google Play store, but get a message saying transaction declined.

Then I used Google Play community and opened a ticket as well.

The response to the ticket said I have to contact the developer. After three tries contacting the developer, I then requested that the issue be escalated.

While I'm waiting to hear back, I got a free bootleg copy on my phone.

1. Download the app from Softonic
2. If you see a message indicating you need to change a permission, go into your android settings -->apps-->911 Museum -->permissions
3. Here you can turn on access to Files and Media. While here, make sure permissions to Nearby devices is on too.

Here's the notification you might see

I'm switching from Quicken Desktop to YNAB

Why I chose YNAB

As of spring 2024, YNAB is still the only cloud-based money management aggregator that offers a running balance. The closest I could find to that was Quicken in the cloud, but Quicken in cloud requires that you have a desktop installation of Quicken as well, so what's the point?

YNAB's marketing approach seems to be all about it being in charge of your budget for you. I don't need that, never did, never will. But everything else about YNAB seems to be giving me a close match to what I used to run in Quicken desktop, only...dare I say it...YNAB is a little better. Truth be told, it's a retrofit, and it takes some work, especially if you want to import from Quicken, and I'm still in the middle of that, but am happy so far.

First to do

If you're like me, and all you want from YNAB as a banking register aggregator that can also run some reports, then maybe you don't want all the budgeting.

As a decades long Quicken desktop user, I am pleasantly surprised by YNAB's design (outside of the budgeting function) because it closely matches design which I scaffolded into Quicken over the years. A few examples:

1. YNAB lets you record annual payments. Apparently it will remember that you said a payment is annual
2. YNAB lets you "prime" your bank registers with future transactions that the bank doesn't know about yet

When setting up YNAB, they take you through a tutorial that is also a budget setup. If you can't find a way around that (I couldn't find it) just let them make you set up the budget. At any any point after the setup, you can delete those category groups (such as Needs, Bills, and so forth.)

YNAB does require category groups, under which you can add categories. As a former Quicken user, I want all my categories to be on the same level. Therefore I did something kludgy but not too bad. What I did was create a category group called "A." Everything is under the category called "A."

Warning: Do not delete any created budgets. A deleted budget deletes all your registers. There's a way to archive a budget, which might serve your needs better. 

Once you've created your budget, if you don't really want to see those numbers, there's a way to unassign money.

Export from Quicken

These steps are for one bank register at a time

1. Decide the start and end date you want to export. YNAB suggests importing data that’s no older than one year.
2. YNAB can import the following formats: QFX, OFX, QIF and CSV files. 
3. Go into Quicken desktop
4. File-->File Export-->QIF file
5. Select in the dropdown the account you want to export
6. Include in export: only the transactions. Uncheck anything else
7. Select the start and end date that you want
8. Choose where you want to save it to. I chose a designated desktop folder with the name of the file being the same name as the account
9. Once everything in the popup window looks correct, click OK
10. Now you should see the QIF file, properly named, on your hard drive.

Import into YNAB

These steps are for one bank register at a time.

1. Create an account in YNAB if you haven't already. 
2. You will see that the balance is the account balance the day before the original register began. You will want to change that.
3. So now you will want to edit the starting balance date in the register. It should be the date you want your account to start from.
4. I think it's best before doing the import to export and then delete the existing transactions from YNAB, or if I want to leave them, then make sure the export doesn't include the dates of the existing entries. 
5. Mark all the existing transactions in YNAB, and then choose export to export what you have in CSV form to set aside, in case you want to start over.
6. Follow the recommendation from YNAB at the top of this post for editing dates
7. Click on File Import-->Choose File
8. Make sure in that popup window that YNAB is using the correct date format
9. React to any other questions in the popup
10. In the popup under Options, select Import Memos and Adjust to Local Time
11. If you can't see the Import Button, make your browser screen size smaller
12. Click import
13. If the balance above was correct, the account in YNAB will match your current balance shown in that program.
14. Now it's time to do cleanup. See the recommendations below for cleanup

------------------------------------------------------------------------------------------------------------

YNAB's Recommendations for Reference Only

This section is excerpted from an email reply to Linda from Laura W. at YNAB Support help@ynab.com. Read this first. 

Importing historical data can cause performance issues in YNAB, so we suggest importing data that’s no older than one year. I also recommend creating a separate money plan set aside for your history, and a new one that you’ll use going forward, which will make learning and using YNAB easier.

To Import transactions

1. Create an account in YNAB. You will see that the balance is the account balance the day before the original register began.
2. So now you will want to edit the starting balance date in the register. It should be the date you want your account to start from.
3. YNAB can import the following formats: QFX, OFX, QIF and CSV files. Export the data from the program into one of the file types listed above.
4. Import the downloaded file. If the balance in Step 1 was correct, the account in YNAB will match your current balance shown in that program.

To Clean up the register

To categorize transactions, click the blue View banner at the top of the account register.

Tips to speed this up:

1. Click the header of the inflow column. Click the checkbox to the left of the transaction row and select all inflows. Click Categorize > Inflow: Ready to Assign in the action bar at the bottom of the screen.
2. Click the header of the payee column to bulk categorize transactions by payee.
3. There will be transactions you are not sure how to categorize. Assign them to the most logical category.

To clean up the money plan 

When you click on the Budget tab, you will see overspending in each category. That’s because YNAB expects you to assign money and spend. In this case, we’ve entered all the spending, but haven’t assigned the money yet.

Use Auto-Assign to correct this:

1. Navigate to the first month. Click the Underfunded button in the right sidebar.
2. Repeat in each month there is data.

Lastpass passwords wouldn't launch in Chrome

 

I found my lastpass entries to be unclickable today but only in chrome. They worked in firefox.

After erasing all my Chrome data, and turning off all extensions, with no joy, I tried uninstalling and reinstalling the Chrome lastpass extension. That's what worked.

Windows powershell to do a big delete

 

In M&L Procedures I had a step in which you could erase a lot of files faster by using the powershell, but it proved to be unnecessary. 

It's from the section called this:

OPTIONAL Once a month update PLEX2-HP

So I moved that step here in case I need it for something else

Note: it’s faster to use the powershell to do the ERASE. To do this, first temporarily move the Quicken folder to Downloads, then go into Powershell, go into the Documents folder in Powershell.  Then type this exactly:

Remove-Item -Path .\* -Recurse -Force

Now you can return the Quicken folder to the Documents folder

When 2.4 GHz is better than 5 GHz

 

I got an answer from generative AI to one of life's existential questions today. And because of this, Plex media server isn't crapping out so often.

Question: Is it possible for 2g to sometimes work better than 5g for streaming?

Answer: "Yes, it is possible for the 2.4 GHz Wi-Fi band to sometimes work better than the 5 GHz band for streaming, even though 5 GHz generally provides faster speeds. Here's why: The 2.4 GHz band has better range and can penetrate walls and obstacles more easily than the 5 GHz band.

"This means that even if the 5 GHz connection provides higher theoretical speeds, the 2.4 GHz connection may be more stable and consistent, especially if the device is located further away from the router or has obstructions between it and the router.

"Additionally, the 2.4 GHz band is often less congested than the 5 GHz band, as it has fewer available channels. This reduced interference can lead to a more reliable and consistent connection, which is important for streaming applications that require a steady, uninterrupted data flow

"A Reddit user experienced this firsthand - switching from the 5 GHz to the 2.4 GHz band improved their IPTV streaming performance by reducing buffering, even though the 5 GHz connection had faster speeds. This suggests that in certain situations, the stability and consistency of the 2.4 GHz band can be more important for streaming than the raw speed of the 5 GHz band."

Research into Quicken and alternatives

 

As of April 5, 2024

1. Quicken Classic desktop runs only on Windows and Mac
2. Quicken Classic desktop does show a running balance
3. Quicken Classic cloud does show a running balance
4. Quicken Simplifi does not show a running balance
5. Quicken Classic for android does show a running balance
6. Quicken Classic for android can be run on a Chromebook if your Chromebook supports android apps

I might not put a whole lot more ongoing research here because it changes over time, so instead I suggest you use Perplexity to ask questions.

I'm currently looking into YNAB. Here's a review in Time Magazine. It runs in the cloud, and offers running balances. The free cloud alternatives all do not offer running balances. It's around $100 a year, which makes it much cheaper than switching to Quickbooks, but I don't know much about its ability to import my existing QFX file.

For now, my plan is to consolidate everything I've written about Quicken into one place in my documents.

Free audio tour guide of 9-11 Museum from Softonic

 

free download of audio guide
 
 
https://9-11-museum-audio-guide.en.softonic.com/android

I put the apk in my software folder

Change blogger contempo theme to keep archive open

 

In the new templates (Contempo, Soho, Notable, Emporio and Essential), the gadget Archive works like you mentioned.

 

So to change that, please first save a backup of your theme, then:

1. Open the HTML editor of theme: Theme --> My Theme --> Edit HTML
2. Click on "jump to widget"
3. Find the Archive gadget
4. Expand its code
5. Find this line           <details class='collapsible extendable'>
6. Change that to this           <details class='collapsible extendable' open='open'>
7. Save and test.

Missing Chase transactions

 

https://community.quicken.com/discussion/7941199/new-10-10-23-missing-some-transactions-when-downloading-from-chase/p1?new=1

UPDATE 11/18/23: Missing some transactions when downloading from Chase

Quicken Kathryn admin

October 2023 edited November 2023

Some users report that transactions are missing from the register when updating Chase accounts, for both Mac and Windows products.

If you experience this issue, here are a few things that might help:

Windows

1. Go to the account register you're having trouble with
2. Click the Gear icon in the upper right
3. Click Update Now
4. Repeat this process for all of your Chase accounts

If that doesn't show new transactions in the register, then try this:

1. Go to Tools > Account List
2. Click Edit on your impacted Chase account
3. On the Online Services tab, click Reset
4. Follow any prompts to log in, if needed, and then update your accounts again

Finally, if the above steps aren't helpful, you can refresh your financial institution information in Quicken:

1. Choose Tools menu > Online Center.
2. Select the financial institution you want to update from the Financial Institution drop-down menu.
3. While pressing CTRL+F3 on your keyboard, click Contact info at the top of the screen. You must do all three at the same time.
4. Select the financial institution you want to update, and click Refresh. The branding and profile information will be listed under current status as needs updating.
5. Click OK.
6. Click Update/Send, enter your financial institution Password, and select OK. Follow any additional instructions. 

Mac

1. Go to Accounts > Update Selected Online Account
2. Follow any prompts to log in, if needed, and then update your accounts again

If you're still missing transactions after following the steps above, please reach out to us at Customer Care so we can investigate further.

(Ticket #10595111)

Quicken Kathryn
Community Administrator

Tagged: 

• Online Banking
• chase
• Updated Alert

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• 

  Quicken Jasmine Moderator mod

  October 2023

  ONGOING 10/24/23 

  
  This issue remains ongoing and our teams continue to work toward a solution. No ETA or further details are available at this time, and this Alert will be updated once more information, updates, etc. become available.
  
  We apologize for any inconvenience and appreciate your patience.
  
  Thank you!

  -Quicken Jasmine

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• 

  Quicken Kristina Moderator mod

  November 2023

  UPDATE 11/18/23

  If you are experiencing this issue, please follow these troubleshooting steps:

  1. Please save a backup of your Quicken file (click here for Windows directions or here for Mac directions).
  2. Deactivate all the accounts associated with Chase (click here for Windows directions or here for Mac directions).
  3. Navigate to Chase's website, (www.chase.com), look for third party apps, and unlink Quicken.
  4. After the accounts are unlinked, return to Quicken, and attempt to Add the Chase accounts by using the "+" button.

  We do not have an ETA at this time for a resolution for this issue, though our teams continue to work towards a solution. We apologize for any inconvenience and thank you for your patience. 
  
  Thank you!

  Quicken Kristina

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