Truist and Quicken messing up Charge card entries

george0901
george0901 Member ✭✭
Again, after this happening last year; my Charge Card payments are being added to my Balance and not reducing it.
It was fixed last year and now has started again in January.
Anyone else having this issue?
Thanks

Comments

  • Quicken Jared
    Quicken Jared Alumni ✭✭✭✭
    edited January 2023
    Again, after this happening last year; my Charge Card payments are being added to my Balance and not reducing it.
    It was fixed last year and now has started again in January.
    Anyone else having this issue?
    Thanks
    Hello @george0901,    

    We are sorry to hear about these issues with online banking services, and charges being downloaded with incorrect valences. Thank you for inquiring about this here on the Quicken Community.

    First, what connection method are you currently making use of in order to add or link your accounts to online banking services? Please note that you can verify this anytime by going to Tools > Account List and then clicking on the Edit button in the row associated with the affected accounts. Next, go to the Online Services tab in the new window that appears afterward. The information we are looking for should be found under the Online Setup callout box. 

    Also, if you have the chance, you could save a backup by going to File > Copy or Backup File... in the upper menu at the top of the screen and then create a 'test' data file by going to the same menu and selecting New Quicken File... Next, choose New Quicken File in the screen that follows, and then click OK. After this, choose a file location on your computer and then click Save. Choose Don't use mobile and web when prompted. 

    You may then add your Truist-associated accounts by navigating to the Add Account button in the Tools menu option in upper left-hand side of the screen, or in the more central, upper left-hand panel, denoted by the '+' symbol. Let us know if you see the same issue occurring in the test data file once this is attempted. 

    Let us know about your results. 

    Thank you,

    Quicken Jared 
  • george0901
    george0901 Member ✭✭
    Thank you for your quick response. I will try this over the weekend and let you know.
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