USAA Online Balance Does Not Update

RoenkeHM

My USAA accounts will sync and download new transactions, but the online balance will not update (so my ending balance calculated by quicken is accurate, but the online balance is outdated). This started in late July (on or about 7/22). Is there a setting I should be checking? Previous to 7/22 the online balance would update whenever I synced accounts and I did not do anything to delibertly alter that.

Quicken Jasmine

Hello @RoenkeHM,

Thank you for contacting the Quicken Community, though I do apologize that you have been experiencing this issue with your balance being incorrect.

First, I suggest creating a test file and adding the USAA account(s) to see if it produces the same error message. 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.