Issues with Adding Accounts
So new to Quicken, added 30 accounts. Two are showing incorrect balances. Would anyone happen to know why or how to fix this? I've tried chat support but they've been completely useless (seems to be a theme).
- One credit card account is showing a POSITIVE balance of $6,575.94 lmao
- One checking account is showing a different Ending Balance vs the Online Balance
All other account balances are perfect. I tried to do some digging but not really understanding how this app works, I don't fully understand what I'm seeing:
- It looks like for all of my other credit cards, Quicken automatically created an "Opening Balance" transaction.
- Is this how the app gets the balance to be correct since it doesn't have all-time history of transactions? (also, is there any good videos or FAQs that I should dive into around how all of this works?)
- And if so, how do I add it? Not sure why it wasn't created for this account? Is this a known bug?
- The Online Balance matches the actual live balance. I've confirmed there are no pending transactions and all transactions for Dec match.
- Could this be another "Opening Balance" bug where it didn't accurately calculate the amount needed?
- And if this is another bug, do i just modify the "Opening Balance" until the "Ending Balance" matches the "Online Balance"?
- Or do I need to go through 2 years of transactions to see what the issue is?
- Are there known issues around transactions not downloading correctly? Again, brand new account, added for the first time. I've never modified it or any transaction data.
Thanks all! Transitioning from Mint and I have to say that working with Quicken has been one of the most painful things I've had to deal with in a long time. It's all been made worse in that Chat/Phone Support can't actually provide, well, support (they really need a new vendor) :-/ And this is coming from an IT professional who is an expert in multiple software applications. My initial sense is that this is an old application with hundreds of enhancements glued on, but the core app/coding is still in the stone age, so nothing works very consistently or efficiently. Only been a week though so going to give it some time. Hoping IF I can get over the setup hump, things will become easier at least.