transactions are not updating to correct account

since an update last week, my accounts are not updating correctly, I find I have to reset the account to get the information in correctly, or deactivate an account to allow downloades, then it still doesn't link to my bank account correctly. Now, when I attempt toreconcile the account to my bank, quicken puts amounts into the incorrect account and doubles previous entries.

Answers

  • twarner1
    twarner1 Member ✭✭✭
    edited January 2
    [Removed-Off-Topic]
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @lyoungart

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.

    It sounds as though the accounts may be mismatched to the incorrect accounts in Quicken.

     To correct the mismatch that you are now experiencing, I would deactivate and reactivate the accounts. 

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    When reactivating the accounts, carefully link the accounts to the correct Quicken accounts.

    https://www.quicken.com/support/reactivating-deactivated-account

    You may also contact support directly for one on one assistance with the steps in need be.

    https://www.quicken.com/support#contact-support

    Please let us know how it goes!

    -Quicken Tyka

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  • Bill Slater
    Bill Slater Member ✭✭
    I too am having the same issue for the past 2 months for most of my accounts. They are all Web Connected and when I open Quicken it does an auto update but it shows zero updates for accounts that I know had transactions and I have to do an account reset and then the missing data gets downloaded into my local account.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @Bill Slater

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you're experiencing this trouble. 

    Web Connect involves visiting the banks' website and manually downloaded a file and importing the transactions. This process is not automated and running a One Step Update will not download the files for these types of accounts.

    To confirm this is the method that you are using, please Choose the Tools menu in the upper left then select Account List. Click Edit next to your account, then choose the Online Services tab at the top and provide the connection type being used.

    Thank you,
    -Quicken Tyka
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