Quicken matching downloaded transactions to very old reconciled ones instead of current (Q Mac)

shannh10

For the past couple of months, Quicken has matched some downloaded transactions to very old reconciled ones instead of the current. For instance, I have a monthly transfer of $414 from my checking to savings account. I have it entered as a recurring transaction. Today, the actual $414 downloaded from my bank, and Quicken deleted the current $414 and instead matched it to a transfer in February 2020, which had already been matched and reconciled. Obviously, this threw all my balances way off. This first happened just once every week or so. Now it's happening on 3-4 transactions per day.

I went through Support chat to get help. The agent did not speak English well and did not understand my problem at first. Then his/her suggestion was to restore a backup from 6 months ago and start over from there. That would be WEEKS worth of work for me to update all my notes on all of those transactions, redo my budgets, etc. I have 35 accounts. Any other ideas before I jump, crying and gnashing my teeth, into that workload?

Quicken Francisco

Hello @shannh10

Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. That is very odd it's matching old transactions. I'm wondering if the ID's aren't downloading properly when you're downloading. While it might take a bit of work I would attempt to deactivate/reactive one of the more problematics FI's first to see if this might help in solving the issue.

First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

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

Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

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

 Once you get the chance let us know how it goes! We'll see what our next option is once you have more info.

Thanks,

Quicken Francisco

jacobs

@Quicken Francisco  I'd just note that this type of problem has been reported many times by users here in the community. I don't know that any particular cause has ever been tracked down, and I suspect that as a result, this has never been reported to product development even though there is obviously some sort of bug. Here are just a few:

https://community.quicken.com/discussion/7840491/downloaded-transaction-matches-to-a-previously-cleared-transaction-for-same-amount-and-changes

https://community.quicken.com/discussion/7859044/quicken-premier-2019-for-mac-matches-transactions-and-changes-amounts-automatically

shannh10

Thank you, @Jacobs for those links. I searched the community but didn't find anything - I was probably using the wrong keywords. It's helpful to know this is an ongoing issue. Because of that, I will NOT go through the hours and hours of work the original Quicken support rep recommended to fix the problem. 

@Quicken Francisco, I will try your suggestion when I have time next week. Too busy to tackle that this week.