Please accept our apologies for any inconvenience, Mike. We do not have an ETA at this time. If you use Quicken Desktop you may manually upload transactions and balance information by exporting the file from TD Online Banking. ^DB
@Quicken_Care The ONLINEbalance for my CC in Quicken is 170.21; The CORRECT ONLINEbalance for my CC on the bank website is 197.32. ALL posted transactions downloaded. Quickenonlinebalance is OFF by the amount of the two downloaded transactions. And no, it's NOT a bank issue.
All's well. Getting ready to do my taxes. I updated my Quicken software, but when I did, it didn't reconcile my statements and made it look like we had a checking balance of -$110k. I've been going through 9 yrs of statements to get it corrected. Taking a break atm. How are U
@PCFinancial I'm not the only one who is happy that you reinstated the downloads to Quicken on your site, however it isn't work quite right yet. It downloads a balance as a + when Quicken treats it as a -, so I can't reconcile. I was told it was Quicken's fault.
Dividends increase the cash balance, the next day shares are bought / reinvested and not subtracted. It works properly on the Windows version but not the Mac version. I had to do balance adjustments at the end of the month to reconcile with statements.
@BBT@Quicken Use Quicken for acct mgmt ,shows pos onlinebalance. Check my BBt balanceonline, shows neg balance. Deposit the neg amount balance via another acct. Call BBt to explain and ask for a refund on overdraft fees, BBt says they CANNOT help! +$300 taken by BBt. #Banking
@iggsoftware - Does your app support savings goals? This is a Quicken feature where the funds remain in my account but are hidden from my available balance. The reconcile process is smart enough to include these funds when reconciling to the bank balance.