Quicken Online Balance $848.25 > bank's online balance and Quicken Current Balance

W.N.M
W.N.M Quicken Windows Subscription Member ✭✭

Quicken's Online Balance doesn't match bank's online balance. The bank's balance does match my Current Balance. Could this be why transactions are not being downloaded? Two other accounts at the bank download successfully.

Using Quicken Classic Deluxe, R54.9 on Windows 11.

Comments

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @W.N.M,

    To start with, could you please provide the name of the financial institution you are experiencing this issue with? Also, can you provide a screenshot of this issue? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Thank you!

    -Quicken Anja
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  • W.N.M
    W.N.M Quicken Windows Subscription Member ✭✭

    The bank is Citizens.

  • W.N.M
    W.N.M Quicken Windows Subscription Member ✭✭

    So…I have discovered that I caused the problem. I don't know how or who closes these discussions, but this should be closed.

  • Quicken Anja
    Quicken Anja Moderator mod

    Thank you for following up, I'm glad to hear you discovered what the issue was and were able to resolve it.

    Before we close the discussion, would you mind sharing the problem you discovered and how it was resolved in case it helps someone else who could be experiencing the same or a similar problem?

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • W.N.M
    W.N.M Quicken Windows Subscription Member ✭✭

    One checking account wasn't updating. I wasn't able to fix it, so I started clearing items so I could keep track of what was cleared by the bank. Not the right move. I finally fixed things by deactivating and reactivating the account, and in the process, clearing all the items shown as not cleared yet in my Quicken account, even though I had manually cleared them. That synced my Quicken account with the bank. The moral is, don't manually clear items.

This discussion has been closed.