Incorrect Account Balance after OSU (Online Balance is Correct)

System
System Member admin
in Download, Add/Update Accounts (Windows)
This discussion was created from comments split from: One Step Update Broken in new update.

Comments

  • VatsanM
    VatsanM Quicken Windows Subscription Member
    I'm experiencing problems with the One Step Update as well. My account is marked as Credit but the transactions behave like a bank adn thus gives inaccurate balance even though the "online" balance is reported correctly. This happened after I had to reactivate my credit card account due to # change
  • Quicken Francisco
    Quicken Francisco Quicken Windows Subscription Alumni ✭✭✭✭

    Hello @VatsanM

    Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your register balance. I'm wondering here if we might need to fully reset the download to get it downloaded correctly. It may be worth seeing if we're able to fully reset the connection if we may have different results. I'll leave steps down below.

    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've had a chance to do so let us know if you're able to get the download working properly. From there we'll better understand our next steps/options.

    Thanks,

    Quicken Francisco

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