FAQ: Quicken Windows - red flag but no transactions to review

Unknown

I get the "transactions to review" flag, even when there are no transactions to review.



Suggestions? 

Quicken Sarah

Hello Spring,

I apologize for any frustration or inconvenience this has or may further cause.  When there is a red flag indicating that there are transactions to be reviewed and accepted but none show in the Downloaded Transaction section of the register, it's typically because those transactions were already accepted and are "stuck" in the backend of the data file. 

Sometimes, however, there are transactions waiting to be accepted that are only visible in the Online Center.  Please open the Tools menu at the top of Quicken and select "Online Center" from the dropdown menu.  In the window that opens, adjust the Financial Institution drop down to the appropriate Financial Institution - do any transactions appear in the bottom section?  Or is it a blank space as seen in the screenshot below?  Do any numbers show in the "transactions" column?  Or is it a "0" as seen below?



If there are transactions listed, click the "Compare to Register" button to the right and that should move the transactions to the Downloaded Transactions section in the register view to review and accept.  If nothing happens, that confirms those transactions are "stuck" and our next step will be to adjust the preferences to temporarily auto-accept new transactions.  Please click on the Edit tab at the top, left side of Quicken and select "Preferences" from the menu that opens.  In the new window, click "Downloaded Transactions" on the left side and then mark the top two boxes on the right side of the window and click Ok.



Next, open the Tools menu again and this time select "Account List" from the menu.  In the window that opens, click on the "Edit" button to the right of the account name in question.  In the new window that opens, select the middle tab for "Online Services" and click the link for "Automatic Entry is _" and toggle that to "yes, always automatically add to registers for this account" and click Ok then Ok once more on the Account Details window.



Quicken should refresh itself at this point and clear the red flag.  If it does not, then open the File menu again > File Operations > Validate & Repair.  Check mark the "Validate File" box and click ok, this will run the tool to reset the online information in your data file.  Once finished and a data log appears with the results of the validation, close or keep the data log as you prefer.  Then close and re-open Quicken, it should refresh and clear the flag.

When the flag is gone, you'll just want to go back to the preferences and Account Details > Online Service windows and change the options back to their original settings.

I hope this helps, please let us know how it goes.

Thank you,

Sarah

Unknown

Thanks, I did as you suggested and it cleared the flag.  It seems to be an odd "bug".  I already have my preferences set to auto update my transactions.  In any case, it worked.  Thanks!

Unknown

Finally. Something worked!

Quicken Sarah

Thanks, I did as you suggested and it cleared the flag.  It seems to be an odd "bug".  I already have my preferences set to auto update my transactions.  In any case, it worked.  Thanks!

Hi Spring,

I'm so glad to hear that worked and you are very welcome!  Thank you for posting back with the update and please do not hesitate to let us know if you have any further questions

Sarah

Quicken Sarah

Finally. Something worked!

Hi Neville,

Yay!  I'm glad to hear that these steps resolved the red flag issue for you as well and thank you for sharing!

Sarah

Unknown

I am having the same issue with Quicken 2018 for Mac but cannot find where to change the transaction download settings.  HELP please!!

Quicken Sarah

Hi Laura,

I apologize but this conversation was created and tagged for Windows and so the steps provided are for the Windows Quicken products.  Unfortunately these steps do not apply to the Mac version since Mac does not offer the ability to review transactions prior to accepting them in the register.

Please start a new conversation tagged for the Mac product with the details of your specific situation, system information and release version of Quicken for the best assistance.

Thank you,

Sarah