Netbenefits 401(k) download cash source

Dave493

For the last month or more my 401(k) purchase transaction downloads show the default Cash Source as "From this account's balance" instead of "From" the proper Quicken account. This leaves a negative balance until I manually correct these.

I tried changing the source through the Cash Source button, but this seems to make no difference. it always reverts back to " Unknown source".

Any ideas are appreciated.

Quicken Kristina

Hello @Dave493,

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. Due to the nature of this issue, I recommend that you contact Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real-time and escalate the situation as needed.  The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

I apologize that I could not be of more assistance!