Cannot get accounts to balance

System
System Member admin
edited March 16 in Download, Add/Update Accounts (Windows)

This discussion was created from comments split from:

"Matching" transaction no longer match existing entries

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  • DH65*
    DH65* Quicken Windows Subscription Member

    My program has gone kooky too. Multiple downloads of the same trxs and can not get it to balance after years of being on the penny. It even mixed accounts together. I am at a loss of what to do.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @DH65*,

    Thank you for sharing your experience! To help troubleshoot, please provide more information:

    • When did you first notice these issues?
      • Did they all start at the same time? If not, then when did each issue start?
    • Are you seeing duplicate transactions download from the financial institution?
      • If you are, then which financial institution(s) is this happening with?
      • If you are not, then please clarify what is happening.
    • Are you seeing any duplicate reminders?
      • If so, please provide more details.
    • How are accounts being mixed together?
      • For example, are transactions downloading into wrong accounts?
      • Which financial institutions is this happening with?

    I look forward to your reply!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @DH65*,

    We haven't heard back from you in a while. Do you still need assistance?

    Check back and let us know! Thank you.

    Quicken Kristina

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

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