America First CU credit card transactions have inverse sign (Quicken Mac)

Fillmore

After America First's digital banking upgrade, credit card transactions downloading into Quicken for Mac have the inverse sign. Purchases are posting as credits and payments are posting as debits.

Quicken Anja

Hello @Fillmore,

Thank you for reporting this.

First, could you please provide a screenshot of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Also, could you please confirm whether the connection method currently being used for this account is Direct Connect? You can see this by navigating to the Settings gear on the bottom-right > Downloads tab > Connection Method.

Before performing any troubleshooting, please save a backup of your data file first.

Then, to start with, please try deactivating the account for transaction downloads and then adding it back as a new account using the America First Credit Union connection.

To deactivate:

1. Select the account to open its register.
2. Click the Settings gear icon in the lower right corner of the register.
3. Click the Downloads tab.
4. Click the Disconnect Account button.
5. Click Done.

To add as new account:

1. Navigate to Accounts > Add Account...
2. Use the search field at the top of the list to find and select your financial institution and click Continue
3. Follow the prompts to sign in using your login credentials associated with the financial institution
4. If the accounts have been found successfully; use the dropdown menus to Add as a new account in Quicken.

This will help determine whether the issue is specific to the existing account in your Quicken file or whether the transactions are being sent with the inverse sign through the financial institution's connection.

Please let us know what you find after testing this.

Thank you!