Wrong Update Entries

winterbear
winterbear Quicken Mac Other Member ✭✭
edited February 20 in Reports (Mac)

Running Classic 8.4.2 on Mac. Every update entry from Firstbank Colorado is entered as Personal Income. Every expense item is entered as income! It started at my last update on 2-19-26. I've been using Quicken for years successfully.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @winterbear,

    Thank you for letting us know you're seeing this problem. To help troubleshoot, please provide more information:

    1. When you say they're entered as Personal Income, do you mean the Payee is being changed, the category is being changed, or something else?
    2. Is the amount reflecting as income instead of an expense?
    3. Have you navigated to Window>Payees & Rules to confirm that Quicken didn't learn an incorrect rule? Screenshot 2026-02-20 at 5.03.12 PM.png

    I look forward to your reply!

    Quicken Kristina

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  • winterbear
    winterbear Quicken Mac Other Member ✭✭
    image.png

    A screenshot may give you enough information, I hope it comes through here. All those entries above the highlighted one, for example, are all positive/green entries- not expense entries. I checked the Windows/payees box and it told me nothing- what do I look for?
    I changed nothing anywhere in the settings. I've used Quicken for years- probably 25 years? I've never had any serious glitches until now.
    Might this turn into a situation where I have to delete Quicken and reload it? Even with that will I have to go back and change every incorrect entry?
    Thank you!!

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta

    Hi, @winterbear

    I don't have a solution here, and my gut feeling is that this issues is on the backend servers providing your download data. But, before you continue further, please note that you a viewing an account grouping-that is why your running balance is in italics.

    If you click on the "greater than" sign left of Banking in the sidebar, you will be able to expand that grouping and select the individual account. Since you only have one account here, that shouldn't make much difference, but be aware of this.

    After you do this so you can see that account with a valid running balance that is increasing instead of decreasing, you can then (from the Help Menu) Report a Problem and submit your data file/logs so that Quicken can push this up to their data provider.

    I don't suspect that this has anything to do with Payee & Rules.

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