incorrect balances

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dalrad1
dalrad1 Member ✭✭
Quicken Premier- Quicken for windows on Mac using Parallels
Did a one-step update this morning using web connect Wells Fargo. Update took forever, when it finally resolved my wells fargo account showed nearly $150K increase from last update? What is happening?

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  • Quicken Kristina
    Quicken Kristina Moderator mod
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    Hello @dalrad1,

    Thank you for reaching out to the Community and telling us about this issue.  I'm sorry to hear you're running into this problem. To clarify, when you say using Web Connect Wells Fargo, do you mean you downloaded a .QFX file from your financial institution and imported it into your Quicken? If so, is that the normal way you update your account? If it is not the normal way you update, you may want to check for duplicate transactions since sometimes the .QFX format is just different enough from the automatic download format that Quicken doesn't recognize that the transactions are already in the register.

    If you did not download a .QFX file from your financial institution, then did this happen when downloading transactions from your financial institution through Quicken? Did you check to see if there are any duplicate transactions, manual transactions that didn't match, or missing transactions? Is the Online Balance in Quicken displaying the correct amount?

    You mentioned that One Step Update took a long time; did you get any error messages and/or error codes?

    Thank you.

    Quicken Kristina

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