Problem with downloads. Am I the only one.?

Question

Downloaded transactions are found in the wrong accounts. The Account names are changing so that stock transactions are landing in credit card accounts. I have been on with support for three days with explanations ranging from its my file that is corrupt to that they realize the are having problems with downloads.

Quicken Kristina · Accepted Answer

Hello @rallen,

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. Which financial institution is the bank account that's having errors with?  What error messages/error codes are you receiving?

If you are not seeing the correct account to link to, that may indicate that Quicken thinks the account you're trying to link to is already connected to another account.  You can check to see if Quicken thinks an account is connected by going to Tools>Account List.  If you see the word "yes" in the Transaction download column for that account, then Quicken thinks its connected.

If Quicken thinks the account is connected, then to free it up so you can link it to the correct account, you would first want to backup your Quicken file.  Then, deactivate the account.  Then, go to Tools>Add Account and follow the prompts.  That account should now be available to link.

Thank you.

rallen · Accepted Answer

Thank you I will go back and look. I believe there is a specific problem with Schwab. Signing up only offers banking information. This is not a retirement account which is the other choice. I will check with them Monday. Thank you for taking the time to help me.

Allen