Download from Bank of America and credit cards totals are way off

DoctorJ
DoctorJ Quicken Windows Subscription Unconfirmed, Member
edited July 2022 in Errors and Troubleshooting (Windows)
I use direct connect, downloading a .qfx file which successfully adds the transactions from the bank into Quicken, but the totals are WAY off and sometimes Q will add a large Balance adjustment. This also happens sometimes with the credit cards. Very frustrating.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 2022
    What version are you on?  Presumably R41.9 included a fix for the Opening Balance adjustment:

    "An issue in which some Schwab accounts had their opening balance altered. "

  • DoctorJ
    DoctorJ Quicken Windows Subscription Unconfirmed, Member
    I am on R41.10 and have been using Quicken with the same bank for 20+ years. Had a similar problem in the past.
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