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Lincoln Financial erroneously displays balance as $0.00

Scott Saylor

I stepped away from Quicken for a while and recently renewed my QM subscription only to find this issue with Lincoln Financial has not been resolved.

When a new account is set up using the "Lincoln Financial - Retd Services" Quicken Connect FI, the balance is imported/downloaded and displayed correctly during the initial setup but subsequent transaction updates still display the balance as $0.00.

This problem is a simple mapping issue and it should have been resolved years ago by Quicken or Intuit. Please get this fixed or remove the FI because it does not work!

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Comments

Quicken Kristina

Hello @Scott Saylor,

Thank you for reaching out! I can see this issue has already been reported and our teams are working to get the issue resolved. We do not have an ETA.

We apologize for any inconvenience.

(CTP-15159)

Quicken Kristina

Hello @Scott Saylor,

I'm following up with the response I got from our teams after adding you to the ticket. They would like you to contact Quicken Support directly so that the issue can be escalated as needed. They will need logs and screenshots of the issue. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

Thank you!

Scott Saylor

@Kristina - "logs and screenshots" of the issue: have been provided in several cases - the most recent being February of last year. Same problem, different year.

Insanity is often referred to as "repeating the same task over and over expecting a different outcome."

https://community.quicken.com/discussion/7960138/qm-classic-displays-erroneous-balance-of-0-00-for-lincoln-financial-retirement-account

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Quicken Kristina

Thank you for your reply,

That issue was marked resolved. Since the issue is not resolved for you, our teams would like you to contact Quicken Support directly so that the issue can be escalated as needed. They will need fresh logs and screenshots of the issue. The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

Thank you!

Scott Saylor

I’d rather just enter the current balance once a month instead of calling support, deleting/re-entering the account and sending logs - for the 3d or 4th time since 2024…. To fix the same problem.