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Correct account balance after transfer canceled

garyleephillips

I attempted to transfer money between two of my accounts. Received an email message from Quicken that the transfer was canceled. However, the balance shown in Quicken reflects a successful transfer. I have confirmed with both banks and the transfer did not occur. How can I correct the balance of both accounts in Quicken?

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Coach Jon

Hello @garyleephillips,

Thanks for reaching out! Transfers can take up to 2-3 business days to fully complete. How long has it been since you initiated the transfer? Does the transfer show up under Transfer activity in Settings?

-Coach Jon

garyleephillips

It's been almost two weeks. I received the cancel notification on 1/22. Both banks have confirmed they did not send or receive the transfer.

garyleephillips

…and yes: it shows up under transfer activity as Failed.

RobWilk

Were transactions created in your register for the transfer? If so, it may be safe to delete those transactions, which might result in the balance correcting.

garyleephillips

There are no visible transactions for me to delete. The balance incorrectly reflects that the transfer was successful.

Coach Jon

Hello @garyleephillips,

Thanks for letting us know! I would try a fresh connection here. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

-Coach Jon

garyleephillips

That worked - thanks!