Problems with Oakworth Capital Bank

RLan
RLan Quicken Windows Subscription Member
edited November 15 in Registers & Transactions (Windows)

I'm having trouble with updates for Oakworth Capital Bank. Quicken is downloading transactions fine, but it does not mark them as "cleared". If I try to reconcile using the online balance, Quicken will try to reconcile against the balance on 08-14-24 rather than the current date of 09-13-24.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @RLan,

    To assist with this issue, please provide more information. When you download from Oakworth Capital Bank, are you importing a .QFX file into your Quicken file, or are the transactions downloaded when you run One Step Update? Is the reconcile set to Use online balance, or Use a paper statement?

    Screenshot 2024-09-14 at 2.59.07 PM.png

    At the top of the account register, is it showing the correct Last Download date/time?

    Screenshot 2024-09-14 at 3.01.57 PM.png

    I look forward to your response!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @RLan,

    I haven't heard anything from you in a while. Do you still require assistance?

    Thank you!

    Quicken Kristina

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