Why are downloaded transactions posting into wrong investment account?

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nwms
nwms Member ✭
edited September 2022 in Registers & Transactions (Mac)
I have several investment accounts. Since 6/24/2022 downloaded transactions for one account are posting into the wrong account.

Answers

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @nwms, 

    Thank you for contacting the Quicken Community, though I do apologize that you are experiencing this issue. 

    What financial institution is this occurring with? What is the connection method with said financial institution? You can see the connection method by navigating to Settings > Downloads > Connection Type. 

    First, I suggest creating a test file and adding the investment accounts to see if the same error occurs with transactions downloading to the wrong account. You can create a test file by navigating to File > New > Start from Scratch. Please keep in mind that 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. 

    Let me know how it goes! 

    -Quicken Jasmine

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