mandatory TD UPDATE

Question

I did the mandatory TD update to quicken today and now my whole account is messed up. I don't know how to fix it and I need this fixed. It's duplicating transactions, it's got the wrong balance, it's got multiple accounts. Why did you have to go and mess things up?

NotACPA · Answer

Q was merely conveying that notice that originated with TD.

I never  would have recommended deleting/re-creating the account … because of all the lost transactions.

You MIGHT see if TD will allow you to download older transactions IF your originate the download on their website. For downloads originated in Q, 90 days is typically the oldest that you can download.

Here's the FAQ on the procedure for downloading older transactions:

https://community.quicken.com/discussion/7160091/faq-download-old-transactions

Keri B0507 · Answer

You seem to know a lot. I did not explain it well-I had just gotten a notice from Q that I had to do it.  I ended up deleting my account, then putting it back on and manually adding the outstanding checks-it's a total mess now, but I have a more accurate balance. I do payroll on quicken myself, so all of that info is gone, it only has cleared check amounts. I hope this is making sense?

NotACPA · Answer

OK,  so it was TD that required this … not Q.  Sorry,  I misunderstood.

And, it sounds like you DID change download methods … which is where the dupes originated.

When you changed download methods, I suspect that your Opening Balance in the account may have been changed also.  See how far back you have statements for the account to determine if that indeed happened and if you can figure out what the OB should have been.

And I  don't believe that Q itself provides any such service …  just the other uses here who can provide advice.