New to Quicken - having issues with syncing, inaccurate online balance, fast data entry nav, delete
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Oksana Baiul
Member ✭
I'm new to quicken. I was hoping that this program would make less work for me and am pretty bummed with the experience so far. Below are the issues I'm having that are taking a long time to figure out and I haven't found explanations online. (I have the latest version of quicken with the most up to date patch installed last week)
1) In one of my accounts synced to quicken the "online balance" is wildly inaccurate. How do I make this display reflect reality?
2) Some accounts are not appearing in the one step update drop down list. I'm using Web Connect Express for all my accounts.
3) The default keyboard preferences don't seem to help me enter data faster. Since not all of my transactions from my accounts sync to quicken, I have to manually enter a tedious amount of transactions. Tab, Enter, and Esc keys are not helping me advance from cell to cell. How do I set preferences so that these keys relate to tab stops in my register table?
4) The first time I imported a .QFX file from an account I got a pop up prompt asking me if these transactions belonged to an existing account and if so to select which. That makes sense. But on subsequent account imports for different accounts, I no longer get this pop up. And I don't trust quicken to put transactions in the correct account.
5) In manually entering transactions, I make mistakes which Quicken doesn't always allow me to correct. I accidentally manually entered six transactions from a 2017 statement when I was trying to enter from 2018. I was able to delete four of my mistaken entries. But Quicken wouldn't let me delete the last two? Why? I entered them in the exact same way. I didn't even reconcile any of the six transactions. Of the remaining two transactions that I needed to delete, one of them didn't have a delete option on right click, gear, or top tool bar; and the delete key did nothing. The other one did still have a delete option in the right click, gear, and top menus - but when I clicked it and clicked confirm from the pop-up, it did not delete.
I would really like to understand the logic of this program so that I can make the process as smooth and fast as it can be. Right now I am stumped as to why this program is taking so much of my time and never seems accurate.
Thank you for any insights you can provide into these issues!
1) In one of my accounts synced to quicken the "online balance" is wildly inaccurate. How do I make this display reflect reality?
2) Some accounts are not appearing in the one step update drop down list. I'm using Web Connect Express for all my accounts.
3) The default keyboard preferences don't seem to help me enter data faster. Since not all of my transactions from my accounts sync to quicken, I have to manually enter a tedious amount of transactions. Tab, Enter, and Esc keys are not helping me advance from cell to cell. How do I set preferences so that these keys relate to tab stops in my register table?
4) The first time I imported a .QFX file from an account I got a pop up prompt asking me if these transactions belonged to an existing account and if so to select which. That makes sense. But on subsequent account imports for different accounts, I no longer get this pop up. And I don't trust quicken to put transactions in the correct account.
5) In manually entering transactions, I make mistakes which Quicken doesn't always allow me to correct. I accidentally manually entered six transactions from a 2017 statement when I was trying to enter from 2018. I was able to delete four of my mistaken entries. But Quicken wouldn't let me delete the last two? Why? I entered them in the exact same way. I didn't even reconcile any of the six transactions. Of the remaining two transactions that I needed to delete, one of them didn't have a delete option on right click, gear, or top tool bar; and the delete key did nothing. The other one did still have a delete option in the right click, gear, and top menus - but when I clicked it and clicked confirm from the pop-up, it did not delete.
I would really like to understand the logic of this program so that I can make the process as smooth and fast as it can be. Right now I am stumped as to why this program is taking so much of my time and never seems accurate.
Thank you for any insights you can provide into these issues!
0
Best Answer
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Hello Oksana Baiul,
Thank you for taking the time to share your questions although I apologize that you have not yet received a response.
1) The Online Balance amount should match the amount shown in your bank account at the time of when the nightly aggregation of account data occurs. If this number is very old or incorrect, the account may not be updating correctly when running the One Step Update.
To determine if there is an error when updating, please go to the Tools menu in Quicken and select "One Step Update Summary". In the window that opens, click where it says “x” number of accounts updated, underneath the affected Financial Institution name and what is the listed “as of” date? Also, which Financial Institution are you experiencing this behavior with?
2) Only accounts that are connected with the Express Web Connect or Direct Connect connection methods will appear in the One Step Update Settings window.
For the accounts that are missing in the One Step Update Settings window, please go to the Tools menu and select the "Account List". Does the Transaction Download column shows Yes or Not Available?
If "Yes", click on Edit and in the window that opens, select the middle tab for "Online Services" and what is the listed connection method?
3) Please go to the Edit menu > Preferences and select "setup" from the left side, which option is selected under "Keyboard Mappings" on the right? Please then select "Data entry and Quickfill from the left side of the same window, what options are selected in the "Data Entry" section?
4) When importing transactions using Web Connect files (files downloaded from the Financial Institution website that are then opened in Quicken) Quicken by default will ask you to select if you are creating a new account or linking the data to an account that already exists in Quicken.
The selection made at that time is remembered so each time a Web Connect file for that account is opened, Quicken will automatically import the transactions into the previously selected account.
If you would like Quicken to ask each time if you are creating a new account or linking to an existing account, the connection method must be deactivated before importing the new Web Connect file. Deactivating an account removes the previous settings (Tools > Account List > Edit > Online Services > Deactivate) so Quicken will ask you to select an account on the next import.
5) Any manually entered transaction should be able to be edited. Do you have those transactions still in the register? If so, please share a screenshot of the transactions or if you would prefer, contact Quicken Support for assistance. Support has the ability to open a screen-share session which allows them to see your computer screen, without taking over your computer, so you can review and troubleshoot the information together.
I hope this helps and please let us know the answers to the above questions or if you were able to resolve these issues with Support.
Thank you,
Sarah6
Answers
-
Hello Oksana Baiul,
Thank you for taking the time to share your questions although I apologize that you have not yet received a response.
1) The Online Balance amount should match the amount shown in your bank account at the time of when the nightly aggregation of account data occurs. If this number is very old or incorrect, the account may not be updating correctly when running the One Step Update.
To determine if there is an error when updating, please go to the Tools menu in Quicken and select "One Step Update Summary". In the window that opens, click where it says “x” number of accounts updated, underneath the affected Financial Institution name and what is the listed “as of” date? Also, which Financial Institution are you experiencing this behavior with?
2) Only accounts that are connected with the Express Web Connect or Direct Connect connection methods will appear in the One Step Update Settings window.
For the accounts that are missing in the One Step Update Settings window, please go to the Tools menu and select the "Account List". Does the Transaction Download column shows Yes or Not Available?
If "Yes", click on Edit and in the window that opens, select the middle tab for "Online Services" and what is the listed connection method?
3) Please go to the Edit menu > Preferences and select "setup" from the left side, which option is selected under "Keyboard Mappings" on the right? Please then select "Data entry and Quickfill from the left side of the same window, what options are selected in the "Data Entry" section?
4) When importing transactions using Web Connect files (files downloaded from the Financial Institution website that are then opened in Quicken) Quicken by default will ask you to select if you are creating a new account or linking the data to an account that already exists in Quicken.
The selection made at that time is remembered so each time a Web Connect file for that account is opened, Quicken will automatically import the transactions into the previously selected account.
If you would like Quicken to ask each time if you are creating a new account or linking to an existing account, the connection method must be deactivated before importing the new Web Connect file. Deactivating an account removes the previous settings (Tools > Account List > Edit > Online Services > Deactivate) so Quicken will ask you to select an account on the next import.
5) Any manually entered transaction should be able to be edited. Do you have those transactions still in the register? If so, please share a screenshot of the transactions or if you would prefer, contact Quicken Support for assistance. Support has the ability to open a screen-share session which allows them to see your computer screen, without taking over your computer, so you can review and troubleshoot the information together.
I hope this helps and please let us know the answers to the above questions or if you were able to resolve these issues with Support.
Thank you,
Sarah6
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