One Step Update downloading transactions to wrong accounts.

Brice Glende

No error messages. One Step update is putting transactions into the wrong accounts.

Quicken Jasmine

Hello @Brice Glende,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue with transactions downloading into the wrong accounts. 

What financial institution are you experiencing this issue with? What is the connection method with the said financial institution? You can see the connection method by navigating to Tools > Account List. 

First, I suggest creating a test file and adding the financial institution that has the accounts that are downloading transactions incorrectly to see if the same error occurs. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. Below are instructions on how to create a test file:

1. Choose File menu > New Quicken File.

1. Select New Quicken File.

1. Click OK.
2. In the File name field, enter the name of the new file, then click Save. Use a name like "Test File" to tell it apart from your main file. 

Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right-angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you.

1. Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt. 

1. Select to not use Mobile.
2. Click Add Account to start adding accounts to the new file.

After adding accounts, see if you are experiencing the same problems in this test file. 

Please let me know how this goes, I look forward to hearing your response.