Bank of America...when will it be right [Edited]

Question

Quicken for Windows; R68.25 (just installed in the past 3 days)

Besides the long ongoing CC-505 error….with the Terrible EWC+ Connection….

Today I noticed in the ONLINE CENTER, my account balance is different from the Acct Balance at 1)  BofA Website, 2) Quicken Register.   The balance at the BofA Website and Quicken is the same and the correct balance.

Yet another issue with Quicken and BofA.  The difference between the Quicken ONLINE CENTER (which is not the correct Balance)….and the BofA Website and Quicken Register…is a very strange Dollar number…a transaction that does not match any one dollar amount I have ever seen.   These balances were all in Sync 6/23/26…about 1 week ago, when I reconciled the account.   Opening the Reconcile menu item….all Credits/Payments are checked…meaning…there are no stray transactions.

Anyone else seeing this Issue?

[Edited - Readability]

Quicken Laura · Answer

Thank you for taking the time to describe your issue. I sincerely apologize for the ongoing trouble you've been experiencing.

I’ve reviewed your case and previous tickets, and as you mentioned, it is currently being handled by our Support team. Since they are already actively investigating the issue, it’s best to continue working with them directly, as they have the full context of your case and are best positioned to provide updates and next steps. Providing additional troubleshooting steps here may not be helpful at this stage and could potentially overlap with their ongoing investigation.

I want to assure you that our teams are actively working on known issues, including the Bank of America issue. However, some cases are more complex and may involve multiple systems or third parties, which can take additional time to fully resolve.

I understand that limited updates can be frustrating, and I appreciate your patience while this is being worked on.

You’re always welcome to reach out here if you have additional questions. I can check the status of your case and any known issues, though there may not be any new updates available yet.

Please feel free to reach out anytime if you need further assistance.

[Ticket#12082304/CTP-15397]

denmarfl · Answer

Thanks for reaching back out …

First, as you are aware, Fidelity converted to EWC+ back in August 2025…Vanguard, thank Goodness…has so far stayed with DD…I hope Vanguard had seen the Mess with Fidelity…and stays the course with DD.  Fidelity issue…Cash; equity or cash…I was saving Dividends and instead of going to Cash balance in Q as is so at Fidelity…it would go to CASH as an equity.  So I had 2 cash Entries in Q, 1 as Cash, 1 as Equity.   I have experienced what I refer to as GHOST RED FLAGS.  After EWC+ connection with Fidelity…which takes 3 to 4 times Longer than the DD with Vanguard…I get a REF FLAG on several Fidelity accounts that signals Transactions were downloaded and need to be saved into the register…where there were NO downloaded transactions displayed in the Downloaded Box.  So how annoying is this…checking at the Fidelity website, I would see no activity that would have caused Q to display the red Flag.  This Ghost red Flag is ongoing and has been so for 3 or 4 months…..   My issues have impacted all 3 of my Fidelity accts…

I brought this up to maybe release some of my Frustrations with a Financial software I have been loyal to since 1987…and have seen its Banking Convenience and its reliability diminish with the use of EWC+.   I have several banks still using DD…2 to be precise….my DD connection for the 2 DD Banks…less than 15 seconds…and they have had NO Issues.  My Connection with my 5 EWC+ connections can be as long as 90 seconds..a few time More.  Any it has little to do with 5 EWC+ connections on the same Updates…I have tried them separately and the connection timing are pretty much the same….whether I do all 5 at the same time…or 1 at a time.

My disappointment and frustration is dealing with so many issues with Quicken and…those issues, many ongoing for months….like the BofA CC505…what that is now 3 months?….and coming to conclusions to continue to support and use Quicken after 35+ yrs…may no longer be something I want to deal with and just save time and do my banking directly at the Financial institution's website.

Quicken staff has been working with me….    I have been working with Top Office of The President agents at Quicken…perhaps I am out of line by even bringing this to your attention and if so, I apologize.

EWC+ is a Bad experiment that fails to provide the full functionality of how Quicken used to work prior to EWC+ and has disillusioned many long-term customers like me to continue paying for and using the Product…..   Its like what will todays connection bring, CC-505, Ghost Red Flags….LONGER than what seems reasonable connection times….having to duplicate my entry work …

Thanks…….

[Edited - Readability]

Quicken Laura · Answer

Thank you for the additional details.

Based on your description, it doesn't sound like the discrepancy reflects an actual transaction in your register, which seems consistent with the known Bank of America Online Balance issue currently under investigation. We appreciate you taking the time to check whether the amount matched a downloaded transaction or a combination of recent transactions.

Regarding your comments about Fidelity, I'm sorry to hear you've been experiencing issues there as well. While I'm not aware of a known issue affecting Fidelity similar to the Bank of America investigation, I'd like to better understand what you're seeing.

* Are you receiving any error messages or error codes during One Step Update?
* Are transactions failing to download, downloading incorrectly, or are balances not matching?
* Is the issue occurring with one Fidelity account or multiple accounts?
* Approximately when did you first notice the problem?

Any additional details you can provide will help.

I look forward to your response.