Why Doesn't My Quicken Register Have A Higher Balance Than The Online Account?

Quicken doesn't calculate this field, information technology's downloaded from your bank/carte/etc.

BUT, depending upon your download method, the value might be several days former and thus not agree with the website.

I am having the same event: Transactions do download simply the online rest does non update. This started on one/12/2022 for me on multiple account (PayPal, Multiple Credit cards, multiple bank business relationship). Actually it happens to ALL accounts which i am downloading data from.

Additionally, on the PayPal account, it only download the payment transaction but non the PayPal fee transaction since that very same time. This could exist a PP issue, merely it seems too coincidental.

> @NotACPA said:
> Quicken doesn't calculate this field, it's downloaded from your bank/card/etc.Just, depending upon your download method, the value might exist several days sometime and thus non agree with the website.

I utilize the Update Now method of Quicken communicating to the bank. I understand that this comes from the download but that does not mean that Quicken could not make a fault and either not get it or handle information technology incorrectly when adding to an business relationship. This might have been caused from an update to Quicken. Don't believe this is caused by depository financial institution since this is occurring for multiple accounts from different banks.

Update now is how you showtime the connection ... information technology's not your download method.

Practice TOOLS, Business relationship List, and expect in the Transactions Download column for the download method.

And, I'll wager that each of those multiple accounts is "Express Spider web Connect".

AND, the field is STILL downloaded ... and neither calculated nor manipulated by Q. You Actually don't desire Q fiddling around with downloaded info.

> @NotACPA said:
> Update now is how y'all start the connection ... information technology's non your download method.Do TOOLS, Account List, and look in the Transactions Download cavalcade for the download method.And, I'll wager that each of those multiple accounts is "Express Spider web Connect".AND, the field is STILL downloaded ... and neither calculated nor manipulated past Q. You REALLY don't want Q petty around with downloaded info.

Yous are right just that still does non explain why multiple accounts at unlike banks all show online balances that go back to 2021. I've updated several times and go new transactions but the online balance never changes.

And your download method at each of those banks is? And the name, every bit known to Quicken is? And your terminal download in each of those accounts is?

Try answering some of the questions asked of you lot earlier nosotros have ANY hazard of identifying the issue.

> @NotACPA said:
> And your download method at each of those banks is? And the proper name, every bit known to Quicken is? And your last download in each of those accounts is?Attempt answering some of the questions asked of you before nosotros have ANY chance of identifying the event.

Ally savings - limited web connect - Jan 19th
Chase checking - limited spider web connect - January 23rd - Account list shows nether Transaction download Yes(ameliorate connection) which would alter to Direct Connect
Mom's account(which is BofA) - express web connect - Jan 24th

Howdy @Tylerx,

Thank yous for choosing to come to the Customs with your questions and concerns, though I apologize that you are experiencing this.

Have in that location been whatever changes to your calculator since the stop of the yr? An update, new security software, etc.

Where is your data file located on your estimator? Please provide us with the full file pathway past going to File>Show this file on my computer, and then y'all can copy and paste this from the bar beyond the top of the File Explorer and paste it here.

Thank you!

Quicken Alyssa

Express Web Connect is Q'southward least reliable download method ... and because of the manner that EWC works, any info via EWC is all but guaranteed to exist ii-3 days old.

EWC is also dependent upon Intuit's screen-scraping logic, which regularly gets fouled up when there are whatsoever changes to the website that's being scraped.

Personally, I think Quicken Inc should be looking into this for ii reasons.

If this is a trouble at just one financial establishment that lonely should still prompt looking into it.
I shouldn't leave problems like this only because it is "common". Fifty-fifty with just 1 financial institution, when that financial institution is major fiscal institution, yous take but affected a large amount of people. And Quicken Inc is challenge that those people tin can use a feature, and the response is "oh you are unlucky, y'all can't use that feature?"

This is already "unreasonable" in my opinion.

But now nosotros are getting more and more of these complaints from dissimilar people with different financial institutions. Can this exist a coincidence and not a general system failure? Admittedly, simply even in that case refer back to reason one. Just if it isn't a coincidence and is some kind of full general system failure, then that is even more than reason why Quicken Inc should be getting to the bottom of this.

Now I say Quicken Inc only because they are the only ones the client tin really talk to. There are three parties involved. Quicken Inc, Intuit, and the financial establishment (and mayhap even a service provider for the financial institution).

Quicken Inc customers aren't allowed to talk directly to Intuit (the well-nigh likely one that has to take action I might add), they demand to go Quicken Inc to talk to them. As for talking to the financial establishment. With Direct Connect I think you accept a "risk" at getting to someone that will understand and work on information technology. But with Express Spider web Connect where the flow is between Intuit and the financial institution, it isn't very probable that you will convince them to start upwardly the conversation with Intuit to become the problem fixed.

Actually, there is a third reason that Quicken Inc should be looking into this trouble. What is the better use of time? To become a problem fixed, or to tell every customer how not to use a feature?

I've been having an issue with incorrect online balances for several weeks now. It appears to be impacting all my bank and credit card accounts that use Limited Web Connect. I have been regularly reporting the problem to Quicken but haven't seen a fix yet.

The Reconcile feature is also impacted by this since I reconcile most of these accounts to the online residue. If the online balance is incorrect, it is evidently impossible to use information technology for reconciliation. HOWEVER, at that place appears to exist an boosted problem with the reconcile feature. Lately, when I attempt to reconcile, I occasionally go a message that in that location are "no uncleared items to reconcile." The reconcile function should not be looking for "uncleared items;" it should exist looking for unreconciled items instead. With my credit bill of fare accounts, every downloaded transaction is automatically downloaded as cleared. Those are the transactions that I want to reconcile to an authentic online balance, which is the way Quicken has worked for decades. I have no thought how Quicken has taken such a wrong plow with this feature. I have reported this issue to Quicken too.

Quicken needs to provide an accurate online residual and it needs to restore the correct functionality to the reconcile feature.

> @Quicken Alyssa said:
> Hullo @Tylerx,
>
> Thank y'all for choosing to come to the Customs with your questions and concerns, though I apologize that you are experiencing this.
>
> Take there been any changes to your estimator since the stop of the twelvemonth? An update, new security software, etc.
>
> Where is your information file located on your computer? Please provide the states with the full file pathway past going to File>Show this file on my computer, and then you can re-create and paste this from the bar beyond the top of the File Explorer and paste information technology here.
>
> Give thanks you lot!
>
>
>
>
> Quicken Alyssa

I have switched computers and am now on Windows 11. Is Quicken Deluxe supported on xi? I look under the FAQ and come across the following:

Operating System: Minimum Windows seven, viii/8.i, or 10

Everything else seems to be working fine.

Data file

C:\Users\myusername\Documents\Quicken

Give thanks you lot.

Can no i say whether or not Quicken supports Win 11?

I do not understand why this is non fixed.

If this help here is some information from the "Cloud Sync Log" for one of the account (Paypal). i replace data past *** when i think there could exist some privacy issue.

{"resources":[{"id":"*****","clientId":"****","createdAt":"2020-02-27T18:21:42Z","modifiedAt":"2022-02-01T19:59:27Z","ownerId":"****","institutionLoginId":"****","name":"PayPal","subType":"CHECKING","isBankPendingTxnsExcluded":truthful,"onlineBalance":235.0700,"onlineBalanceAt":"2022-02-01T19:59:25Z","balanceAsOf":1300.6900,"balanceAsOfOn":"2017-04-30","currentBalanceAsOf":1018.5800,"currentBalanceAsOfOn":"2022-01-12","currency":"USD","recurringTxnDays":0,"recurringTxn":{"value":0,"unitType":"DAYS"},"isNew":false,"isConnected":false,"isIgnored":simulated,"isDead":false,"isNotSynced":false,"cpData":{"aggregators":[{"id":"****","channel":"FDP_DEFAULT","cpId":"****","cpLoginId":"****","subType":"CHECKING","accountName":"PayPal Account","accountNumberMasked":"******************mega","onlineBalance":235.0700,"onlineBalanceAt":"2022-02-01T19:59:25Z","lastRefreshAttemptedAt":"2022-02-01T19:59:27Z","lastRefreshSuccessfulAt":"2022-02-01T19:59:27Z","aggStatus":"OK","interestRate":0}]},"type":"BANK"}],"metaData":{"currentPage":1,"pageSize":1,"totalSize":i,"limit":20,"kickoff":2,"asOf":"2022-02-01T19:59:thirty.960343Z","lastRefId":"*"}}

the entry "onlineBalance":235.0700 is the correct one, but Quicken is however stuck on the balance of 01/12/2022 of 1195.05 (that amount is nowhere in the log). Then this trouble IS a Quicken issue and they should not imply it is the Financial institution.

It may be a coincidence but the "Cloud Sync Log" offset data is on "10:31:55 on 20220112"
I had download PP before that day around ix:thirty am and information technology imported both transactions and DID update the remainder properly, 1 hour later i got a another PP payment which did import and DID Non update the online balance.

on a side point, the problem with PayPal fee not showing seems indeed to be a PP trouble, non Quicken as they are not showing them in the log

Only an update on my issues. I tried to deactivate the accounts and then set them upwardly again and that did not correct the issue. I establish my Chase accounts could apply Direct Connect instead (subsequently setting up in Chase) and that stock-still those accounts. Other accounts do non offer Directly Connect and are all the same in error using Express Spider web Connect.

> @Tylerx said:
> But an update on my issues. I tried to deactivate the accounts and then set them upward again and that did non correct the issue. I found my Chase accounts could employ Straight Connect instead (after setting up in Chase) and that fixed those accounts. Other accounts practice not offering Direct Connect and are still in error using Express Spider web Connect.

Information technology seems i manage to fix it by doing resetting the online business relationship, however hither is the only way it worked:
1. Deactivate the online account ("online services" Tab)
two. Remove the financial establishment ("General" Tab)
3. Close Quicken (very of import)
4. Re-institute the Online service.

I did that Fri and the Balance was right, and today, for the accounts with transactions, the online balance was correctly updated.

I hope it works for all of the others who are having the issue.

I am having this effect with Upper-case letter 1 and United Banking company. Information technology does non seem to exist isolated.

I am having this issue with Uppercase One and United Bank. It does non seem to be isolated.

Hello @Eboggess126,

I am sorry to hear that you lot are also being afflicted by this issue with online balances. Give thanks y'all for taking the time to seek out discussion of this subject field here in this thread.

Take yous tried any of the steps recommended by @XavierDC? If so, I would exist curious to hear more about the results.

I look forward to any response you lot may be able to provide.

Thank you,

Quicken Jared

> @XavierDC said:
> > @Tylerx said:
> > Merely an update on my issues. I tried to deactivate the accounts and and then set them up again and that did non right the issue. I found my Chase accounts could apply Direct Connect instead (later on setting up in Chase) and that fixed those accounts. Other accounts do non offering Direct Connect and are still in fault using Express Web Connect.
>
> It seems i manage to fix it by doing resetting the online account, however here is the only way it worked:
> 1. Conciliate the online account ("online services" Tab)
> two. Remove the financial institution ("General" Tab)
> 3. Close Quicken (very important)
> 4. Re-establish the Online service.
>
> I did that Friday and the Balance was correct, and today, for the accounts with transactions, the online residue was correctly updated.
>
> I hope it works for all of the others who are having the outcome.

I attempted this set earlier (minus the shutdown of Quicken) and it did non work. I added the shutdown and it all the same did not right the consequence. I have started to download my transactions from the banks so I can go an accurate online remainder. This is a hurting.

I would suggest getting the transactions correctly downloaded is far more important than getting the singular value for online balance. Are you getting the transactions downloaded correctly and in a timely manner?

Stated another way, I would want to know that my Quicken data is showing me right up-to-date information. Comparing to the online balance figure is one checkpoint, just you can check with the bank'southward info directly also. If i adult conviction that Quicken transaction data was correct, I'd be ok ignoring the online balance figure.

Yes, the txns are correct but I utilise the online remainder to validate that my Quicken residue matches the bank. If I have to sign in everytime to do that then I might every bit well download txns from the banking concern then use Quicken.

Yep, the txns are correct but I use the online balance to validate that my Quicken balance matches the bank.

I understand that, and when it is working correctly it is effective validation.

If I accept to sign in everytime to do that then I might as well download txns from the bank and so use Quicken.

So I had assumed you were already downloading transactions. Indeed, if you are having Quicken get the info from the banking company, yous are downloading the transactions. So do you take reason to question those downloaded transactions? Are they sometimes wrong or incomplete? If those are reliable and the online rest is not, don't you know which to believe? Sign on to the bank'south site once a week for a double check if needed.

I am not suggesting Quicken should not accost and correct this issue. They should. I am more trying to talk you off the border as to the severity of the issue.

Put a different way. Practise you lot really demand to reconcile every time you download?

I use online reconciling (with Direct Connect accounts) and I really like it, but in reality, it isn't really that necessary.

I reconcile in one case per month....

Non sure why everyone is defending a possible bug? Is it critical, no. Simply is a feature of Quicken, yes. If you bought a car with a feature y'all used and it bankrupt during the warranty wouldn't y'all want to go it fixed?

I have the same effect that started with the last update.

Not sure why everyone is defending a possible issues? Is it critical, no. But is a feature of Quicken, yes. If you bought a car with a characteristic you used and it bankrupt during the warranty wouldn't y'all want to become it stock-still?

No one is defending the issues. Nosotros are pointing out the practical workarounds because that is all that can be done. I promise you accept already submitted the problem using Assistance -> Written report a trouble or better yet by contacting Quicken support.

On the practical level though yous are talking to users and moderator of the forum. None of which can change the beliefs of how Quicken or Quicken servers, or Intuit servers, or your financial establishment works.

And that long line of what might exist involved is another reason be "pessimistic" that a fix will be coming in real soon for anybody. At this point no one knows exactly where the problem lies, and information technology very possible that it is in different places for unlike financial institutions. And as such will never be resolved for everyone.

I personally think this is happening more and more which points to some fundamental arrangement problem somewhere (most likely in the connection between Intuit and the financial institution), but this has never been reliable for Express Web Connect. And then, it is reasonable to assume that it isn't going to magically merely showtime working correctly in the near future.