Account Balances Off

wtokich
wtokich Quicken Windows Subscription Member
edited July 2023 in Download, Add/Update Accounts (Windows)

I just upgraded from 2014 to Quicken Subscription. When I setup my bavk accounts for Web Connect the balances are completely off from reality. How do I get my balances corrected?

Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    do you mean Web Connect - as in manually downloading a file from bank online website, and manually Importing that file into Quicken ?
    If you just set these accounts up - there should be an Opening Balance that agrees with your bank statement for some starting point in time. Then download transactions from that point in time … of course the timelines have to match up -

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