[Quicken Premier 2018 R11.18 Bld 18.104.22.168 on Win 10 PRO 64-bit]
When starting One-Step Update have begun receiving downloads (Direct Connect) from our main FI and found transactions in one account duplicated randomly in other(s). Transactions included buys, sells and dividends.
Situation became apparent when some accounts wound up with negative cash balances because of "phantom" buys. Others showed up because they entailed securities NOT held by account where they appeared.
FI advisor got FI IT to call me. They couldn't figure stuff out and promised to check further and never got back. We checked during the call that each Quicken account was properly linked to the account at the FI.
Web Connect downloads from the same time period do NOT show phantom transactions, and I wonder if ...
1. FI when generating Direct Connect downloads on the fly hiccups and inserts spurious stuff
... OR ...
2. Quicken is confused when processing Direct Connect downloads.
I have not yet done - but plan to - Web Connect downloads and THEN have Quicken process them.
ANY SUGGESTIONS? ANYONE WITH SIMILAR EXPERIENCE?
- posted 1 year ago