Problems w/accounts between Quicken Classic and LifeHub

76bpjbliss
76bpjbliss Member ✭✭
in Using Quicken LifeHub

When I connect LifeHub to Quicken Classic, it isn't showing all the accounts from Quicken-specifically Edward Jones accounts, and it has incorrect balances for some of the accounts. Is this a known issue?

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  • 76bpjbliss
    76bpjbliss Member ✭✭

    I did figure out what I think is the cause of the incorrect account balance. LifeHub is taking the ending balance of the account vs. the current balance. I budget 6 months in advance so there were 5 or 6 transfers into the account that were in the future. It should be taking the current balance, not the ending balance.

    There is still a problem with it not showing all the accounts available.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @76bpjbliss,

    Are you still requiring assistance?

    Let me know!

    -Quicken Jasmine

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