Why don't the USAA accounts reflect actual balances within Quicken
Hi.
I refreshed the connection between Quicken and USAA, refreshing all the individual accounts. None of the account values are even close to matching. Both income and expenses appear greatly inflated. What steps do I need to take to ensure there are no duplicate transactions within the Quicken data set? The only method I can think of to ensure that I have an accurate record of income and expenses is to export the transactions into microsoft excel and remove duplicate transactions. This process of identifying and removing duplicates would defeat the purpose of subscribing to personal finance software in the first place. Please advise specific steps on how I can use Quicken to remove duplicates or otherwise troubleshoot the gross variances between Quicken's display and my actual USAA financial accounts. Thanks in advance!
Comments
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@Jason.w.kemp, thanks for reaching out!
It looks like you're using Quicken Classic and not Quicken Simplifi, so you'd want to post to their Community:
I hope you get things worked out!
-Coach Natalie
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