I have to say I'm getting weary of all the download problems

Cindi Anderson

I've been using Quicken for 20+ years, and I appreciate the fixes they are making and that you can get support. But I'm pretty much come to the conclusion that it's impossible to keep your accounts accurate with their download service. Recently it was losing accounts at Ally. But there is a history over the years of transactions just not downloading, or downloading randomly into the wrong accounts. When you do a reset to try to fix things, they set your opening balance to something random so your balances are completely wrong and you lose all traceability to try to find such wrong transactions. I have a lot of accounts and I feel like I spent so much time hunting down problems trying to get my account balances to match that I might as well enter all my transactions myself. Which is sad.

oukid

I am also weary. I've used Quicken for many years, too. It seems like with every download I'm have to cull out duplicate transactions.

Unknown

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nmmi

I completely agree. I miss the days when we ran the same Quicken program for a few years and then bought the upgrade. Those worked well. Now it is subscription based and they "update" it every month or two just to make you think they are actually justifying there jobs. The result is nothing works anymore.

VegasPatrick

After 30+ years as a Quicken customer, like the other posters above, I am "weary" of all the download errors.

My checking account has been "buggy" for months— when I download to Quicken, it misses some transactions, duplicates others, nearly impossible to keep balanced for more than a day or so. Customer Support suggested that I restore it to an earlier date. I have also uninstalled/reinstalled the program. Neither effort solved the ongoing errors.

This month, one of my investments had a 3 for 1 split. My brokerage website shows 533 shares added to my existing 266 shares, for a new total of 799, but Quicken somehow made the total 1,322 shares. And of course, I cannot edit or correct the transaction manually. Have reported it to Quicken twice, no response.

Looking at alternative personal finance software now.

NotACPA

NOT ONE of those replying in this thread mentioned Financial Institutions with specific problems, or error coded received.

ERGO,no one here can help you since you haven't provided enough info for anyone to try to diagnose. "Doc, it hurts" is all you've told us.

LA1

I also have used Quicken for more than 20 years. It's always been really great in the past. I'm now spending so much time trying to get my issues fixed. One person finally was able to help me after working with Quicken elevated support. I was so thankful after tries with other support people that just couldn't help. This took well over a day of my time. Now I discovered the fix generated duplicate transactions in another place. I thought everything was clean, but its not. Now, I either manually fix things or just plug numbers to make it balance. This has already taken half of my day. I'm also looking for another financial software to use.

GECTDLB

Ditto! I've attempted to download transactions all day with no luck! What is a viable alternative???

NotACPA

@LA1 @GECTDLB

See my prior response.

LA1

LA1

I’m not sure that you could have helped me without looking at my Quicken instance.

This is just an example on one issue I’ve had lately. My credit card account was flagged as a checking account and this could not be changed to be a credit card account. So my transactions were all coming thru with the wrong signs.

After talking to support at least 3 times, I dropped it and just worked around the reversed signs so I was able to manually balance with the Credit Card bank account. This worked OK until some transactions were not coming thru.

I was told twice that it was a bank issue, back and forth with the bank (bank says Quicken issue, Quicken says bank issue).

Then lots of transactions were missing so I had to try again. I called Quicken and told the assigned tech to escalate my problem to a higher support level which he did.

This new person was finally able to find out that the file was corrupted. He copied my transactions and put them in a test file, which worked, and deleted the beginning balance as there was no beginning balance. I then had to manually add my payments but I was finally balanced, but only within this “test” record. BTW, payments did start showing up couple of months later but not consistently.

I just started getting a message that the test file should be deleted but I can’t because its accurate and the other one isn’t and never will be. I just noticed as I was writing this that all of my files on Quicken are flagged as test now, but they are all in balance. The original bad one has a red circle with a line in it.