Is anyone experiencing TD Bank duplicating reconciled downloads

After launching Quicken, my other accounts download except TDB. I did a reset that triggered the download and it duplicated reconciled transactions for May. I also notice that it deleted the opening balance of $100 when I opened the account in 2018 and inserted a large opening balance for 4/29/21. My statements close on the 7th and the opening balance matches nothing. The same thing happened with my Amex account a few months ago. I manually corrected those. Any thoughts, please?

Answers

  • Quicken Francisco
    Quicken Francisco Moderator mod

    Hello @Luba Fedus

    Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing with duplicate transactions downloading. I'm wondering here if they might be downloading without the downloaded ID causing them to not recognize that they're existing already in the register. That being said one of the ways we can see if we're able to fix the problem could be to deactivate and reactivate the accounts by adding them as new accounts to relink to our existing ones. I'll leave steps down below on how to do so.

     First we'll try deactivating all of the accounts for the affected FI. 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://help.quicken.com/pages/viewpage.action?pageId=3216277

    Once you get a chance to try these steps, please let us know what you find.  From there we'll better understand our next steps.

    Thanks,

    Quicken Francisco


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