New Chase Credit Card Does Not Show Up

I have an existing Chase mortgage and credit card. I just got a new Chase credit card a week or so ago. The existing one still shows, but I cannot get the new one to show up when I try to add an account from Chase.

Halp?

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  • We're closing out Bank Importing threads in the forum to make sure these issues are better resolved.

    Replies in this thread have been turned off, but if you’re having trouble with your bank, please fill out this form and our Direct Import team will help you get things back up and running! :)

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  • Hi Purple Admiral !

     

    Thanks for reaching out! It usually takes a while (a week or so) for a new account to show in the system, but let's see if we can kickstart it! 

    To start, let’s first have you try to remove the Chase connection. This is different than just disconnecting/reconnecting, and because it's removing the underlying connection, it'll be a brand new and hopefully have your new account! Here are the steps:

    --Select 'Add Account'.

    --Click the 'remove' button next to the Chase connection and confirm the removal. Then hit the ‘X’ when it’s finished being removed.

    --Clear your cache (or you can open up an "Incognito" or "Private" window and continue these instructions there.)

    --Hover over the account that needs to be reconnected (in the left sidebar), click on the edit icon, and select 'connect'.

    --Search for your financial institution and follow the prompts to connect to the corresponding account.

     

    Let me know how it goes! If you still run into an issue, it would be helpful if you could send over a screenshot of your Chase online banking account summary page (where it brings you right after logging in). It helps speed up the troubleshooting process, because our Direct Import partner will know exactly which accounts they should be seeing. Since this is sensitive information that you may not want the world to see, write in to [email protected] with that info! :)

     

    You’re welcome to block out specific numbers in the screenshot. We use a tool called CloudApp if you’re looking for something that would allow you to do that.

     

    We will get to the bottom of this. :) 

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  • Hi, I tried this. It sees the account but the balance remains "0". I have tried removing and re-linking but the new account will say balance "zero", chase account summary shows an amount.

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    • Hi aneshka !

      Sorry for the trouble! Do you mean there are transactions that have cleared your account but they aren't importing?

      It sounds like there could be a delay between the time you make a purchase on that card and when it's made available to YNAB. There are a few things that can contribute to this:

      • Weekends/Holidays: Most banks aren’t fully operational on non-business days. For example, if a transaction isn’t cleared before the end of the business day on Friday, it typically won't import until the next week.
      • Release time: Your bank may hold a transaction as “pending” for a day or two, even if the transaction is shown in your account online. We won’t import them while they’re still pending. Transactions are typically available to import within 24 hours of the time they clear.
      • Timing of import: We check for transactions in the wee hours of the morning, but there’s no universal standard between financial institutions for when transactions will post. This means transaction(s) may not have been available yet when we did our early morning check.
      • Loading time: When you first access YNAB, it can take up to 5 minutes for new transactions to show next to the 'Import'.

      With all of those in mind, delays of up to 3 days are not unusual. However, if you find you're consistently waiting 4 or more days for cleared transactions to import, there are a few possibilities we’ll need to explore. It might mean either there’s an issue with our partner’s integration or your bank may be on a unique release schedule. Either way, we’ll need to ask our partner about it!

      To help figure this out, let’s start by ruling out a loading/timing delay. If you’re waiting on cleared transactions to import, here’s the best way to do that:

      1. Sign in to YNAB and wait a few minutes. I know that can feel like an eternity, but it can take a little time to communicate with certain financial institutions.
      2. When an account has transactions available to import (or approve or categorize), you’ll see a notification dot next to the account name.
      3. If you don’t see a dot next to the account, check back later in the day.

      If still nothing appears, let me know and we'll go from there! :)

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  • Thank you, the new credit card showed up when I tried again last night, 

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  • Purple Admiral doppelganger WHHAAAAAAAAAAATTTTTT

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      • WordTenor
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      • WordTenor
      • 6 mths ago
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      Purple Admiral Welcome. Come join me in this collective headdesking. It is therapeutic.

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