Principal Financial 401(k) shows wrong balance

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Answers

  • BryanK
    BryanK Quicken Windows Subscription Member ✭✭✭

    Glad I found this thread, originally added Principal 401k as a manual account recently. I noticed Principal was supported as an online service and was about to connect it. I will hold off for now until someone can confirm the reported issue is fixed

  • jc999
    jc999 Quicken Mac Subscription Member, Mac Beta Beta

    Status ? Three months waiting on this to be corrected.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @jc999,

    Thank you for reaching out. The ticket is still open and in work. There are no new updates.

    Thank you!

    (CTP-14320)

    Quicken Kristina

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Thanks for checking in. I took another look at the internal ticket for this Principal 401(k) issue, and it is still open and actively being worked on by our teams. A fix is in progress; however, we don’t have an ETA available at this time.

    I know this has been a long-running frustration, and we really do appreciate everyone’s continued patience and the reports you’ve submitted.

    Thank you!

    -Quicken Anja
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  • Geiswood
    Geiswood Quicken Mac Subscription Member ✭✭

    Anja, thank you for the update!

  • Quicken Anja
    Quicken Anja Moderator mod

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Geiswood & @mk0,

    Our scripting team is looking for more examples and has asked if you both could please attempt to update your online accounts (all accounts), and then submit new log files and a screenshot of the issue via Help > Report a problem again.

    Please let me know once that is done! Thank you.

    -Quicken Anja
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  • mk0
    mk0 Quicken Mac Subscription Member ✭✭

    Sent. Problem persists.

    -mk

  • Quicken Anja
    Quicken Anja Moderator mod

    -Quicken Anja
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  • wkramer
    wkramer Quicken Mac Subscription Member

    I just downloaded a new 401(k) account with Principal into my Quicken for Mac and I have the same issue. Doesn't look like it is resolved yet.

  • skalsco1025
    skalsco1025 Quicken Mac Subscription Member ✭✭

    same issue here. also using quicken for mac.

  • BryanK
    BryanK Quicken Windows Subscription Member ✭✭✭

    Has it been determined if this is a Mac version only issue?