TD Ameritrade updating transaction never has correct cash balance

System
System Member admin
edited January 2022 in Download, Add/Update Accounts (Windows)
This discussion was created from comments split from: Since upgrading to 2020 R28.18 TD Ameritrade updating transaction never has correct cash balance.

Comments

  • agh19
    agh19 Quicken Windows Other Member ✭✭
    Same issue, My TD Ameritrade balances in Quicken are off by as much as 50%. I have verified the data files, de/reactivated the accounts, and deleted/reinstated them, all to no avail. Have spent about two hours on phone with Quicken support, working through their scripts. This began for me in late January, 2021. I think there was an update that caused it but I can't prove it. I'm VERY frustrated.
  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭

    Hello @agh19

    Thank you for reaching out on the community and telling us about your issue. I do apologize in the issue you're having. That is odd I'm wondering where exactly the issue is. I believe in this case it might help trying to see on a test file if we have a similar issue. This will give us a better idea of where exactly the issue is. I'll leave steps down below and you can find it on the third step on the article.

     https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

    Once you get the chance let us know what you're able to find out. From there we'll see what we able to find next.

    Thanks,

    Quicken Francisco


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