account totals in account list are incorrect

after an online update the totals in the account list for several credit cards do not match the totals (either current or ending balance) for the account. Seems to happen after an online update.

Comments

  • Hello @Mark Lang

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering what could be causing this. If you wouldn't mind could we try on just one account to see if we're able to correct the balance by deactivating/reactivating the accounts. I'll leave steps down below on how to do so. 

    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're able to try this out one account let us know how it goes. Depending what we're able to find out we'll see what we can try next. 

    Thanks,

    Quicken Francisco


  • Mark Lang
    Mark Lang Member ✭✭
    I deactivated & reconnected the account a citibank CC and the balance in the register is correct, but the balance in the account list is still incorrect whether I show ending or current balance. As the error only shows on the Citi account I did not want to go through the hassle of deactivating/reconnect multiple accounts.
  • kathy234311
    kathy234311 Member ✭✭
    I'm not sure whether my problem is the same as yours, but I've been having trouble with some transactions that have cleared on my Citibank credit card account not being recognized as cleared by Quicken. When reconciling, I have to manually mark them as reconciled. This happened so often, both with Citibank and with 1-2 other accounts, that I created a completely new Quicken file beginning 1/1/121. It's still happening with Citibank.

    BUT if your problem is that Quicken won't balance with your Citibank account, I've learned one thing--I can't reconcile that account in Quicken on the day that Citibank is cutting my bill. It simply won't work--the online balance won't match the Quicken balance. The next day, everything is fine again. It seems to be a Citibank issue, where they send the wrong balance info to Quicken during the bill preparation process.

    If I didn't correctly understand your problem, sorry--that's all I've got. :-)
  • Mark Lang
    Mark Lang Member ✭✭
    thanks - that may be the problem - today the balance mysteriously balanced
  • Mark Lang
    Mark Lang Member ✭✭
    and after updating today - the discrepancy showed up in a different account
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @Mark Lang

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    At this time I would recommend contacting support directly for advanced troubleshooting steps.

    https://www.quicken.com/support#contact-support

    Quicken Care has the tools to review and research this issue further.

    Thank you,

    -Quicken Tyka

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