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Downloading transactions from Capital One causes wacky problems

I'm a long-time user. Over the past few months, I've noticed that when I download checking account transactions into Quicken for Mac from Capital One, all sorts of wacky mismatches happen (checks that I've already entered that have identical amounts get mismatched to downloaded transactions. Even worse, some transactions get mysteriously sent back in time 3 or 4 months, and I have to go and find them and change the date back).

Any help?
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Answers

  • Quicken FranciscoQuicken Francisco Moderator mod
    edited February 10 Accepted Answer

    Hello @wisemancamp

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. That is odd. It sounds like the transactions may not be downloading with an ID attached. Lets try seeing here if we deactivate and reactivate the accounts if we're able to get it to sync back with some of the transactions we're having issues with. I'll leave steps down below.

    First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

    https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

    https://www.quicken.com/support/reactivating-deactivated-account

     Once you get the chance let us know how it goes. If we're still having issues with downloads we may need to take a look at log files to see what exactly is happening.

    Thanks,

    Quicken Francisco


  • wisemancampwisemancamp Member ✭✭
    Thanks for the reply. I will try this.
  • wisemancampwisemancamp Member ✭✭
    Sorry for delay. I tried this solution. It didn't fix the problem. I'm still having similar problems. When I download from Capital One, for a few transactions it reaches back into reconciled months and tries to match old transactions.
  • @wisemancamp

    Thanks for the update. Given the amount of time you've been having these issues. I believe it may be best to contact Quicken Support via phone so that we're able to check logs and see what exactly is happening. I'll leave our hours down below so you can find a time that works best for you.

    Thanks,
    Quicken Francisco

    Quicken Phone Support Current Hours of Operation:

    Monday through Friday

    5:00 am to 5:00 pm PDT

     

    Quicken Chat Support Current Hours of Operation:

    Monday through Sunday

    5:00 am to 5:00 pm PDT


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