FAQ: Register messed up, missing transactions or not showing transactions as it used to.

UKRUKR SuperUser
edited December 2018 in FAQs

"I must have done something ... I'm not sure what I did, but now my register is all messed up.

It's not showing the transactions as it used to.

A lot of transactions appear to be missing."

I'm using Quicken for Windows.

Comments

  • UKRUKR SuperUser
    edited December 2018

    Filtered register? Unexpected register sort order?
    "Missing" data?

    Could it be that
    your account register in Quicken is


    - filtered to show only certain transaction types or

    - sorted in some unexpected way other than by Date or

    - limited to a certain Date Range or

    - perhaps only showing the results of a search instead of "all
    transactions"?

    Filtered register?

    Check the filter
    settings (on top of the register). Is the register filtered in any way to only
    show selected transactions? If so, click the Reset button to reset the filters.

    To show all
    transactions in the register, the Filter settings should be:

    "All
    Dates", "Any Type", "All Transactions".


    Date Range filter selection excludes the dates you're
    interested in?

    Check the Date Range filter to see if it prevents you from seeing the dates
    you're interested in. For example, a Date Range = "This Year" won't
    show you last year's transactions

    Only Search results shown?

    Is there any text in
    the Search box in the upper right-hand corner of the account register?

    If there is text and
    a (red) X, click the X to reset the register from showing only search results
    back to normal mode.

    Unexpected Register sort order?

    Is the register
    sorted in any way other than by ascending Date? Look at the register's column
    header ... which column header is highlighted and/or has the little black
    triangle?

    About Register sort order:

    For best results,
    your account register should be sorted by Date in ascending order.

    Click a register
    column header to effect a different sort order by the clicked column. Click the
    same column header again to toggle between ascending and descending sort order.
    A small triangle next to the column header indicates the sort order: ˄ pointing up for ascending or ˅ pointing down for descending sort order.

    For more Register
    Sorting Options, click the Account Actions gear icon then click Sorting
    Options. Review and work with the available sorting options to see what they
    do.

    New transactions appear to go missing right after you
    save them?

    For example,  you are entering a number of back-dated
    transactions and they appear to disappear ... they're most likely above the
    currently shown transactions page in the register and you have to scroll up to
    see them. To keep them on the screen, Sorting Option "By Order
    Entered" will help keep these transactions on the bottom of the register,
    next to the new transaction entry line. Just don't forget to re-sort the
    register by Date when you're done.

    [text revised, UKR, 12/20/2018]
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