One Step update caused balance to be off.

entrack

I have Quicken Classic. I just ran a one step update, and now my balance is off by 7963.90. My balance matched before the update. All the transactions since the last download match. In fact, I went back to the opening balance as of Jan 1/2025, and the balance is off by that amount. How can I determine where the missing 7963.90 deposit went? I had to start doing the 1 step update ever since BOA dropped support for downloading Web Connect to Quicken. Also, whenever I do the update, I always get an error. I contacted Quicken support, and they said there is a bug and they are working on it. Any help is appreciated.

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Quicken Alyssa

Hello @entrack,

Thank you for sharing your experience, and I am happy to help.

To determine what is causing your balance to be off, you will need to compare your account register in Quicken to a bank statement. Here is a Support Article that goes over reconciling an account. This should help. You will want to look for anything that doesn't match up with the bank, like missing transactions or duplicates.

When you said, "I went back to the opening balance as of Jan 1/2025, and the balance is off by that amount", do you mean that is your actual opening balance transaction that is off by that amount? Or are you just referring to the balance on that date?

If it is the actual opening balance transaction, you can adjust the amount. When seeing a discrepancy like this, the opening balance transaction is a good place to start. I have seen in the past where this transaction amount has changed, causing the account balance to be off.

Let me know what you find.