Transactions do not download

zkbrand
zkbrand Member ✭
in Download, Add/Update Accounts (Windows)

Hello, I'm experiencing difficulty reconciling my accounts after downloading from financial institutions. There are a few scenarios I'm seeing.

  1. Transactions that are the same payee and/or same amount seem to only download for one of the trnsactions, causing discrepesy on reconcile. I have to manually cross reference the institutions register and Quicken register to reconcile.
  2. Quicken mis-catergorizes transfers between accounts, sort of. Itwill be correct in one register, but the matching transaction in a different register will be catergorized incorrectly, creating a discrepensy in a different account. This is applicable to transfers only, haven't identified a pattern yet. I reconcile every 3-5 days after I download and update all accounts.

Actually, I'll stop there. Thanks for any input.

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