Income transactions from Bank of America duplicate the download after a reconcile [Edited]

James Koski
James Koski Quicken Windows Subscription Member ✭✭
edited May 9 in Investing (Windows)

Every time I reconcile my checking account, and then download transactions from the bank, I get all the income transactions from the first of the month downloaded again. This happens every month. [Edited - Readability]

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @James Koski,

    Thank you for letting us know you're seeing an issue with transactions duplicating. To clarify, I see you posted this discussion in the Investing section of the Community, but in your post, you specify this happens when you reconcile your checking account. Is this happening with investment accounts also?

    You mentioned this happens after you reconcile. Do you edit the income transactions during the reconcile? If you haven't already done so, I recommend following the troubleshooting steps in this article on duplicate transactions:

    Please let me know how it goes!

    Quicken Kristina

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  • James Koski
    James Koski Quicken Windows Subscription Member ✭✭

    this happened again this month for the bank account. all deposit or revenue transactions from the beginning of the month were re-sent or re-downloaded again after we reconciled the bank statement. yes we do get duplicated transactions for the Schwab accounts from time to time we also get missing transactions.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Every time I reconcile my checking account, and then download transactions from the bank, …

    How exactly do you download transactions from the bank?
    Do you use One Step Update or Update Now?
    Or do you download a QFX transaction file from the bank's website and import same into Quicken?
    Or do you mix and match One Step Update with additional QFX downloads?