Mr Biggs said: I have accounts with CIBC that use web express connect, the online balance and ending balance do not match, this has been on-going for a week, only way I can resolve is to deactivate and reconnect the accounts, I have reported this issue through the HELP menu, how or when can this be resolved? I am using Quicken Deluxe, version R45.18, Build 27.1.45.18 Thanks Keith
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 CIBC-associated accounts by navigating to the Add Account button in the Tools menu option in upper left-hand side of the screen, or via the button in the more central, upper left-hand panel, denoted by the '+' symbol. Let us know if you see the same issu occurring in the test data file once this is attempted.
Let us know how this works.
Thank you,
Quicken Jared
Mr Biggs said: Hi Jarad: I did setup test account, however was not having any issues until today in both the test account and my original account. Again, the online balance and ending balance do not match for my CIBC accounts. I logged into my CIBC online banking account and can confirm the ending balance in Quicken does match the online banking account. How do I resolve this? Keith