changing downloaded transactions

jimkimf

Recently, when I download my transactions, if the downloaded transaction amount is the same as a previous transaction, Quicken moves the previous transaction to the new date and considers it a new transaction, even if it has been reconciled. EX: I paid my Home Depot account on 5/28 in the amount of $100. I reconciled the transaction. Then on 6/1, I withdrew $100 from my ATM. When downloading the transactions, the $100 withdrawal was downloaded as the Home Depot payment. The date of the payment was changed to 6/1, and the 5/28 transaction was gone. So my account was off by $100 when reconciling. I had to manually go in and change the Home Depot transaction back to 5/28 and manually add in the $100 withdrawal. Why does this happen just because it sees $100? How do I stop this from happening? There are a lot of transactions with the same amounts... why does Quicken get so confused?

Quicken Francisco

Hello @jimkimf

Thank you for reaching out on the community and telling us about your issue. Generally when transactions download they're supposed to have their own downloaded ID which distinguishes between transactions when downloading but it sounds like it may not have worked properly. One thing we could attempt here is to deactivate and reactivate the account to see if we're able to get them to download independently. 

To start off here I would recommend saving a backup so we have something that's recent to come back to just in case.  The article to do so can be found above.

The next thing we'll do here is deactivate and reactivate the account. The articles to do so can also be found here right above. You'll want to do this with any accounts you think this is happening to.

Once done it may take a couple of days to see if the issue is still repeating. If anything does happen let us know and we'll see what we can try next!

Thanks,

Quicken Francisco

jimkimf

I must add that this is for Mac.... not windows

Quicken Francisco

Hello @jimkimf

Thank you for reaching out on the community and telling us about your issue. Generally when transactions download they're supposed to have their own downloaded ID which distinguishes between transactions when downloading but it sounds like it may not have worked properly. One thing we could attempt here is to deactivate and reactivate the account to see if we're able to get them to download independently. 

To start off here I would recommend saving a backup so we have something that's recent to come back to just in case.  The article to do so can be found above.

The next thing we'll do here is deactivate and reactivate the account. The articles to do so can also be found here right above. You'll want to do this with any accounts you think this is happening to.

Once done it may take a couple of days to see if the issue is still repeating. If anything does happen let us know and we'll see what we can try next!

Thanks,

Quicken Francisco