Constant Balance adjustments with Wells Fargo

jdmorgan
jdmorgan Quicken Windows Subscription Member ✭✭

Lately i've been having constant (every couple days) balance adjustments with syncing my WF account. I've matched transactions, none are missing and don't understand why there are so many adjustments. i've never had this issue until recently…

Anyone else experienced this?

Comments

  • RalphC
    RalphC Quicken Windows Subscription Member ✭✭✭✭

    No. Are you syncing to Mobile and Web?

  • QuickUserPSP
    QuickUserPSP Member, Windows Beta Beta

    @jdmorgan have you changed anything with your account setup or transmission method? Do you reconcile to the online balance after every download?

    If you have accounted for every transaction, then the difference could be timing issue. Sometimes the online balance gets updated before all the transactions get posted. I have had this happen to me a couple of times. I think it has to do with where you are located what time of day you download transactions.

    Next time you have a difference, verify the online balance (hit the "Balance" button on the reconciliation window) with what is shown on your online account. Again, it could be a timing issue, so next time you cannot reconcile after a download, hit "Finish Later" button and try another account update and reconciliation then next morning. Any time I have had a discrepancy, that has worked for me.

  • jdmorgan
    jdmorgan Quicken Windows Subscription Member ✭✭

    I'll give that a try!

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