Problems with BofA Download

JohnGW9

My BofA account has been wildly swinging for several weeks. Transactions that show as cleared on-line are not showing or tagged cleared in the register, transactions that show processing at BofA drive balance adjustments in the quicken record. Yesterday the register was off by -$3.49 and today it shows off by +$735. I am frustrated to no end with this. I've reset the account and cannot find any explanation. This only happens with BofA. Any help is appreciated.

Quicken Jasmine

Hello @JohnGW9,

Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue and I do understand how truly frustrating this can be. 

First, I suggest creating a test file and adding the Bank of America account(s) to see if it produces the same issue with an incorrect balance. 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.