Merrill Edge duplicate dividends

Txpete
Txpete Quicken Windows Subscription Member ✭✭
edited 3:54PM in Registers & Transactions (Windows)

Since March 2026, duplicated dividend transactions in Merril Edge account appear a day or so apart. Firstly, a 'deposit' transaction on day 1, then a 'dividend' transaction on day 2 for the same amount. Because of this, the 2nd transaction does not match against the first, and so two transactions for the same amount are entered in the register. This results in the cash balance being overstated. I didn't detect this when it first happened and almost ran into a situation where I would have been overdrawn on the account.

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Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Txpete,

    Thank you for letting us know you're seeing this issue. To clarify, are both of these transactions downloading into your account, or is one a reminder/manually entered transaction?

    I look forward to your reply!

    Quicken Kristina

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