Downloaded Transactions are Going to Wrong Accounts

hollyheil
hollyheil Member ✭✭
edited October 29 in Download, Add/Update Accounts (Windows)

I am on Quicken Classic for Business & Personal. For quite a long time I have had to manually download and import records into Quicken, as the direct download imports into the wrong accounts. This is with Advancial Federal Credit Union. This has been a problem for many months … if not a year. I have tried building an entirely new file and reconnecting accounts, but with the same results. Nothing has helped. I am not having this problem with any of my other bank accounts … only Advancial. Of course, Advancial says it isn't a problem on their side.

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  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @hollyheil,

    Thanks for your question! I am sorry to hear you have been having this issue for such a long time.

    Let's start with disconnecting the affected Advancial Federal Credit Union accounts in Quicken. After confirming they’re disconnected, go ahead and add the accounts back. During the setup process, be sure to LINK each account to its correct existing account in Quicken.

    Let me know how it goes or if you run into any trouble along the way!

    Quicken Alyssa

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  • hollyheil
    hollyheil Member ✭✭

    I've already done that … multiple times. I have disconnected everything in the original file and reconnected with the same problem. I have even tried creating a whole new file and linking from a clean slate; but still have the same problem.

  • hollyheil
    hollyheil Member ✭✭

    In addition, when I do a manual download to a QFX file from the credit union to a file, then try to import it, Quicken says it doesn't recognize the financial institution. I can get a QIF file; but it doesn't give me everything I want. In either case, it is still an unacceptable solution as the purpose of having the Quicken membership is for an automatic download.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @hollyheil,

    Thank you for following up with the additional details, and I'm sorry this has been such a headache for you.

    Given that you have gone as far as trying a new data file, and you get the same results, I'm thinking the financial institution may be sending it over incorrectly. I can't say for certain, but that would be my first guess.

    I do think your best option at this point would be to contact Quicken Support directly, so they can collect log files from you and take a deeper look at what might be going on.

    I hope they are able to get to the bottom of this for you.

    Thank you!

    Quicken Alyssa

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