u/Awkward_Drink_7982

Accepting Downloaded Transactions causing Duplication and Breaking Transfers

I'm running Quicken Desktop on Windows.

I had significant issues late last year and eventually got Quicken working, with an updated file and several super-validates.

Following an update about 3 months now, I have a new recurring problem.

When I reconcile a credit card for example, I setup my payment from my Checking to the Card as a transfer - I've always done it this way. When accepting the eventual payment in my checking account, I accept the match to the transfer I setup earlier in the month.

However, what Quicken does on the Accept Match is that it doesn't match, it instead creates a copy of my original transfer. However, despite be categorized as a Transfer, if I click on Go to Matching Transaction, I get an error that says this Transfer is to an account that no longer exists.

The name is correct, there is just an issue.

My fix is that I need to edit the new transaction, type in the same transfer account name that is already there which sets this up as a proper transfer. Then I've got to delete the transfer I setup and QC that there aren't duplicate accounts on the Credit Card account.

I've tried deleting and resetting up reminders for these transactions and it's happening to all types of payments (credit cards, mortgage, etc..)

Is anyone else having this type of issue?

reddit.com
u/Awkward_Drink_7982 — 12 days ago
▲ 4 r/etrade+1 crossposts

E-trade Login

I have used 1Password for several years and primarily use it though the Chrome Extension.

Frequently when opening ETRADE, the username and password do not populate. I'm logged in properly, clicking the 1PW Extension icon opens with E-trade's login info listed - so it's identifying the site.

Sometimes opening E-trade in a new window works. Sometimes I just copy/paster u/N and P/W. Today I closed everything and restarted the computer without getting the automatic load to work.

Has anyone a similar experience at ETRADE or elsewhere? Any way to improve the results?

reddit.com
u/Awkward_Drink_7982 — 20 days ago