Balances not lining up

Kris89

Every time I pay a credit card bill, my balances no longer line up. The "online balance" and the "ending balance" will not be the same. The other thing that happens is I will have 3 transactions- one positive, one negative, and another negative, throwing off the balances.

I also made transfers within my bank account (BMO Harris), there are now 4 positive transfers and 3 negative, making that balance being off as well.

It's like the product doesn't work once I pay bills or transfer money- is anyone else having this issue? I've talked with product support and they haven't been able to figure it out

UKR

Are you automatically accepting downloaded transactions into your register?
If so, in the case of credit card payment or other transfer-between-accounts transactions, the download process for your checking account may create a pair of transfer transactions between checking and credit card. When you download transactions for the credit card, this may create yet another pair of transfer transactions, giving you duplicates.

For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers use scheduled reminders and enter them a day or two before the due date.
Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries.
That takes the guesswork out of the download process. Because a correctly entered transfer transaction already exists in your account registers, the download process should just match the downloaded transfer transaction to the existing one in both accounts.