Duplicate transactions for every Morgan Stanley checking activity

mketner
mketner Member
edited September 24 in Adding and Updating Accounts

hi! We recently switched our checking account to Morgan Stanley, but every transaction appears in Quicken 2-4 times with different transaction names/descriptions and default to be excluded from spending plan and reporting. I have to select one and override it so it appears correctly in all my views and manually link it to my spending plan. Please fix! It’s incredibly time consuming and the duplicates are confusing.

Comments

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @mketner,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. What kind of account is your checking showing as with Morgan Stanley? Is it a stand alone account, or a cash account associated with an investment account?

    If possible, please provide a screenshot of the duplicate transactions you are seeing. Please make sure to redact any personal information.

    I look forward to your response!

    -Coach Kristina

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