Mobile Transaction Sync to PC enters as Cleared

Unknown

When you enter a transaction on mobile and sync to your account, it now enters that transaction as a "TRANS" and in Clear column enters a "c", when it should enter it as blank.  This problem has started about 10 days ago. 

Normally when you enter a transaction on your mobile, you sync it to your PC.  Then on your PC you should be able to sync to your PC and the transaction would be on your account. 

The transaction should look just like a manually entered transaction; in the check # column should be blank in the Clear Column it should be blank.  Later when you download the bank and it was cleared at the bank, it will show clear in the "Clear" Column.....

Now when you sync a transaction from the mobile it enters it as a TRANS in the check column and in the CLEAR Column it enters a "c".  That should not happen and it is causing a reconcile problem when you download from the bank to the PC....

I think something must have happened recently such as a update....

Quicken Alex

Hello William,

Thank you for taking the time to post, and apologies for the trouble. I've just manually entered a transaction into my mobile app, synced, and returned to my desktop. Once synced on the desktop, the transaction came through and the reconciliation column is blank.

As I am unable to reproduce, please provide additional information such as your Quicken year, version, and build, as well as your phone version, and your Quicken app version. With more details, we might be able to reproduce and confirm this is an issue we need to work to resolve.

Thank you,
Alex

Unknown

Hello William,

Thank you for taking the time to post, and apologies for the trouble. I've just manually entered a transaction into my mobile app, synced, and returned to my desktop. Once synced on the desktop, the transaction came through and the reconciliation column is blank.

As I am unable to reproduce, please provide additional information such as your Quicken year, version, and build, as well as your phone version, and your Quicken app version. With more details, we might be able to reproduce and confirm this is an issue we need to work to resolve.

Thank you,
Alex

Note Quicken Alex here is another user that has reported this problem:
https://getsatisfaction.com/quickencommunity/topics/withe-new-iphone-app-now-every-time-i-enter-a-transaction-on-iphone-it-shows-on-my-computer-as-cleared

Unknown

Unknown

Roger M

NotACPA

5.0.35 is an old app version, and has known issues similar to what is being described. I am running 5.0.49, which is on staged release. When is Quicken going to release 5.0.49 for general release?

5.0.35 is the CURRENT release of the mobile app.  5.0.49 has, apparently, been held up since several problems were found with it.

Roger M

5.0.35 is an old app version, and has known issues similar to what is being described. I am running 5.0.49, which is on staged release. When is Quicken going to release 5.0.49 for general release?

Well, 5.0.49 works much better than 5.0.35 ever did, IMO. I have not noticed any serious issues with 5.0.49. There may be some, but still much better than the very buggy 5.0.35.

Unknown

Unknown

Unknown

Hello William,

Thank you for taking the time to post, and apologies for the trouble. I've just manually entered a transaction into my mobile app, synced, and returned to my desktop. Once synced on the desktop, the transaction came through and the reconciliation column is blank.

As I am unable to reproduce, please provide additional information such as your Quicken year, version, and build, as well as your phone version, and your Quicken app version. With more details, we might be able to reproduce and confirm this is an issue we need to work to resolve.

Thank you,
Alex

I am also having the same problem. After performing a mobile sync the transaction is entered in the PC version as a cleared transaction with no posting date. When the item clears the bank it then receives a posting date. I am using Q2018 Version: R11.8 Build: 27.1.11.18 on Windows 10 Pro 64-bit.

Gregory Schwartz

I as well am experiencing this issue.  Not only are the transactions showing "cleared" but the payee formatting is also changed as I type my payees in all caps.   I spoke with support and they were unable to locate this as an issue.  I am on an iphone with iOS 11.4.1 running Quicken mobile app v5.1 and running the latest release of Quicken for Windows, R11.18 build 27.1.11.18.

Unknown

Quicken Alex

Hello All,

Sorry for the delay, I've been hard at work attempting to reproduce this issue. While I, and multiple colleagues, have been unsuccessful in reproducing, we have created a help request ticket for our Developers due to the amount of feedback we're receiving on this issue. The ticket number is QWIN-14063.

Unfortunately, this ticket was just created last week, so there is still work to be done to resolve the issue. I'll watch for updates on this ticket and let everyone know as soon as I receive new information. In the meantime, if you have the option in your mobile app, please continue to send details of the issues you're experiencing using the "Feedback" option in the main menu (the three bars). This will create an email from you with your device information. Please send a detailed description of the steps you're taking to produce this so our Developers can review and continue trying to recreate the issue on our end. Once reproducible, we should have no trouble developing a fix for all impacted versions.

Thank you for your continued patience.

Best regards,
Alex

Unknown

Quicken Alex

The steps I take on my iPhone X are:
1. Login with face ID.
2. Click the + to "Add Transaction".
3. Enter the money amount.
4. Sometimes I don't hit the "Done", but just click the "Payee", which requires a second click to actually get it to go to the payee list.
5. Select the payee which returns to the Add Traction screen.
6. Select the category if none is automatically set.
7. Click "Add Attachment".
8. Select "Camera".
9. Take a picture of the receipt.
10. Select "Use Photo".
11. Click the "Save" at the bottom.

Maybe it's the added attachment that makes the difference?

Good luck,
Dan Kuhn

Hello Dan,

This is perfect, and actually provides the missing link! In all the reports I've come across (this thread included), I've not seen any mention of using attachments during the Add Transaction process. I'll be sure to include this information in my help ticket as I think you're right - the attachment is what makes all the difference here.

Thank you for taking the time to reply with your steps, we really appreciate it!

Sincerely,
Alex

Unknown

Hello William,

Thank you for taking the time to post, and apologies for the trouble. I've just manually entered a transaction into my mobile app, synced, and returned to my desktop. Once synced on the desktop, the transaction came through and the reconciliation column is blank.

As I am unable to reproduce, please provide additional information such as your Quicken year, version, and build, as well as your phone version, and your Quicken app version. With more details, we might be able to reproduce and confirm this is an issue we need to work to resolve.

Thank you,
Alex

Alex,

I go into the Quicken app on my android Samsung phone

Select Add Transaction
Add amount
Add payee
Select Expense Account
Add Category
Save

I do not add any attachments,  The same thing happens on my husband's iPhone 8.
Hope this helps. 

Thank you,
Traci Schuck

Gregory Schwartz

Unknown

Unknown

The steps I take on my iPhone X are:
1. Login with face ID.
2. Click the + to "Add Transaction".
3. Enter the money amount.
4. Sometimes I don't hit the "Done", but just click the "Payee", which requires a second click to actually get it to go to the payee list.
5. Select the payee which returns to the Add Traction screen.
6. Select the category if none is automatically set.
7. Click "Add Attachment".
8. Select "Camera".
9. Take a picture of the receipt.
10. Select "Use Photo".
11. Click the "Save" at the bottom.

Maybe it's the added attachment that makes the difference?

Good luck,
Dan Kuhn

I'm still having this problem. I just got the mobile app update. Another possibility is that I have Quicken set up with all my bills as manual bills, I have no auto pay bills. Just throwing out suggestions because I really wish you could find the bug and get it fixed. It shows on the phone that these transactions are grey, meaning that they are not cleared, but when it comes into Quicken after an update, it shows these transactions as "New" and is marked "cleared".

Unknown

The steps I take on my iPhone X are:
1. Login with face ID.
2. Click the + to "Add Transaction".
3. Enter the money amount.
4. Sometimes I don't hit the "Done", but just click the "Payee", which requires a second click to actually get it to go to the payee list.
5. Select the payee which returns to the Add Traction screen.
6. Select the category if none is automatically set.
7. Click "Add Attachment".
8. Select "Camera".
9. Take a picture of the receipt.
10. Select "Use Photo".
11. Click the "Save" at the bottom.

Maybe it's the added attachment that makes the difference?

Good luck,
Dan Kuhn

I, too, have had an updated app recently and the problem persists.  I'm on an Android v8.0.0, Samsung S9+ and the app version is 5.1.0(11229).  I also do not use any autopay bills, just manually entered transactions.  It's pretty frustrating and time consuming to change ALL of the mobile-entered transactions that come in on the Update into the desktop version as cleared.  This has been a problem for weeks now and it would be great for Quicken to reach to those of us who are experiencing this for additional troubleshooting.  I think we'd all welcome direct contact for some IT digging.  C'mon Quicken!

Unknown

Unknown

Unknown

The steps I take on my iPhone X are:
1. Login with face ID.
2. Click the + to "Add Transaction".
3. Enter the money amount.
4. Sometimes I don't hit the "Done", but just click the "Payee", which requires a second click to actually get it to go to the payee list.
5. Select the payee which returns to the Add Traction screen.
6. Select the category if none is automatically set.
7. Click "Add Attachment".
8. Select "Camera".
9. Take a picture of the receipt.
10. Select "Use Photo".
11. Click the "Save" at the bottom.

Maybe it's the added attachment that makes the difference?

Good luck,
Dan Kuhn

Hooray!!  It's finally working normally now both from my husband's iPhone and my Samsung S9+.  Thanks Quicken!

Unknown

Unknown

Yes.  I noticed that 2019 fixed mine as well.  I am back to working correctly.  Thanks!!

Quicken Harold

Hello twodubs,

Yes, the thread is being closed and marked as solved.

~ Quicken Harold.