What to do when quicken duplicates bank accounts

kerryb2
kerryb2 Quicken Windows Subscription Member
in Questions about using the Community?

We have several accounts on quicken and we have never synched with Chase Bank, until yesterday. I added a new Chase account to quicken and went through the process of initiating synching and uploading the banking information into quicken. I ended up with several duplicate bank accounts showing different balances! Some balances are accurate, others are way off. HELP!

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    IF you have a backup from "yesterday" (and you really should be backing up every day) then do a restore of "yesterday's" backup and start over. Simply work through the ADD Account process - nothing else - and set it up for downloading.

    Now Quicken should find all the accounts at Chase that are under the User ID and Password that you used. If it does then carefully "LINK" them to your existing Quicken Chase Accounts, don't ADD them.

    IF you have your Preferences set up for Automatic Entry of downloaded transactions into Quicken, then disable that before you do any of the above. The initial download should result in a bunch of older transactions that should be duplicates of transactions you've previously entered, so you want them isolated down in the Downloaded Transactions window where it's easy to see any duplicates.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @kerryb2,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @Tom Young's suggestion a try?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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