Getting duplicates when downloading a year's transactions and then continuing on

GlennJ

I need to download all of my 2021 transactions for all accounts. The bank transactions worked fine. I moved to the credit cards and started with Capital One.
Try 1: Set up account, allowed one-step update. Updated (got 2022). Added 2021 manually. Had dups. Contacted support and was told to download in smaller groups.
Try 2: Deleted account. Opened Quicken and downloaded in 4 sections. Life looked OK. Turned on One-Step. Got duplicates inserted. The dups are generally dated 1 or 2 days after the actual transactions and not all transactions are duplicated.

Several repeats on variations of Try 2 with similar results.

I don't want to have to manually update the accounts each month and I can't use the system if the One-Step process is going to automatically generate duplicates.

Can someone identify the operator error or offer cogent advice?? Thanks

Boatnmaniac

It is not uncommon for duplicate transactions to be entered into account registers when the connection method is changed.  It does not happen like that every time, just sometimes.  If the data downloaded by the Financial Institution (FI) is even a little different between the 3 different connection methods it can cause Quicken to not recognize data that was previously downloaded so the duplicates do not get filtered out.

Manually downloading/importing transactions is the Web Connect (WC) connection method.  Then when you set up One Step Update (OSU) you changed the connection method to either Express Web Connect (EWC) or Direct Connect (DC).  The duplicates will need to be manually deleted and it should not happen again provided you stay with the current EWC or DC connection method.

Also, there are 2 different dates that are reported in Quicken. 

• One is the register default Date which is the Transaction Date...or the date that the FI shows the transaction took place.  This date can be one or two days after the actual transaction date...it all depends on what date was reported to the FI.  For me, it seems to happen most frequently with credit card transactions.
• The other is the optional Posting Date which is the date the transaction cleared at the FI.  This can be anywhere from 0-3 days after the Transaction Date.

I like to have both dates shown in my registers.  If you wish to do the same check the icon on the right above the up/down scroll bar that kind of looks like a small calendar to open the drop down menu showing which columns are to be shown in the register.  Then check the box for Downloaded posting date.