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Downloaded transactions on credit card shows everything matching but they're not

612randy

Using quicken to download transactions across a number of different accounts from the same bank. If I remember correctly there was a change in my credit card (account number maybe) and ever since then all new transactions for that card are attempted to be matched to old transactions that don't match. They aren't even for the same vendor or amount. I have to right click and make all transactions new then check the transactions into my register. This has happened before and it's certainly a quicken issue but previously the bank told me how to fix it. Unfortunately, I've had no success with the bank so I'm trying here to understand how to fix the issue. Is there a simple way to fix this?

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Quicken Francisco

Hello @612randy

Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your downloads. I'm wondering here if we might need to reset the connection on the accounts to see if that might help with the issue you're having. I'll leave steps on how to do so 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. You'll want to make sure you're using the add account option then linking to an existing account.

https://help.quicken.com/pages/viewpage.action?pageId=3216277

Once you get a chance to try these steps, please let us know if you're still experiencing a large amount of duplicates. If so we'll see what steps we can attempt next.

Thanks,

Quicken Francisco

612randy

This did not solve the problem. In fact it created another issue which is a separate duplicate account in my register with duplicate transactions. Any other ideas?

UKR

612randy said:

This did not solve the problem. In fact it created another issue which is a separate duplicate account in my register with duplicate transactions. Any other ideas?

Please review the image shown under step 4 of https://help.quicken.com/pages/viewpage.action?pageId=3216277

In the Action column there's a pulldown selection list.
If, for any account listed, you leave it at "Add to Quicken" a new account register will be added.
OTOH, if you want to connect an existing account register in Quicken to the account found at the bank, change the selection to "Link to existing ..." to link the two together.

Repeat the deactivate / reactivate process and correctly select "Link ..." during reactivation. When done you can delete the duplicate account register.

612randy

Unfortunately this seems to have corrupted the memo of all incoming transactions. All newly downloaded transactions have a complex number in the memo similar to "24943001251998065563735; 05732; ;"

UKR

I don't know what kind of data your bank is downloading as Memo text and where they get that from.

If you don't want these numbers to appear in the Memo field of a new register transaction, please experiment with this account - specific option setting:

Go into Edit Account Details for this account, select the Online Services tab.
At the bottom you will find a new checkbox: "Don't update memo when downloading".
Enable it, download new transactions and let us know the results.

612randy

This did not resolve the issue

UKR

If you haven't done so already, I'd say it's time to call Quicken Support on the phone and request help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.

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