Quicken for Mac Canada - National Bank Financial - Cash balance not updating

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S. Gordon Harwood
S. Gordon Harwood Quicken Canada Subscription Member ✭✭
edited June 25 in All Things Canadian (Mac)

I recently set up RRSP accounts in Quicken to link to my National Bank Financial accounts. I am not seeing cash balances being updated . the accounts in question are using the "simple positions only" for investment tracking method. How do I get the cash balances to update?

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  • Quicken Jasmine
    Quicken Jasmine Moderator mod

    Hello @S. Gordon Harwood,

    Thanks for reaching out!

    When did this issue begin to occur? Are you receiving any error codes or messages? Did this issue occur after anything specific (for example, a recent update)? Are you aware of any changes made by the financial institution?

    Let me know!

    -Quicken Jasmine

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  • S. Gordon Harwood
    S. Gordon Harwood Quicken Canada Subscription Member ✭✭

    i'm unaware if the financial institution made any changes. I have just recently connected this financial institution with quicken to synchronize with positions only and this was when I found that the cash balances were not downloading to Quicken

  • S. Gordon Harwood
    S. Gordon Harwood Quicken Canada Subscription Member ✭✭

    what do you propose by way of resolving the missing cash balances?

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