Quicken Starter: Scheduled transactions keep losing their end date

Fred Jongeneel

I have a slew of scheduled transactions set up with quite a few using an end date. Everything worked fine until a few weeks ago I noticed when going into one of these transactions to make a change that the end date had disappeared. Looking at the cash flow it looked like the end date was still taken into account but when saving the transaction again without entering the disappeared end date the cashflow went haywire. I have now noticed that every transaction set up with an end date is reset to "No end date" and I have to re-enter the end date everytime before saving the transaction.

The end date is stored somewhere because if I cancel out of editing the transaction the cash flow still seems to honour the transaction end date.

This is getting very frustrating because I set up these transactions to create an accurate cash flow profile. It is very difficult to trust this anymore.

This issue is in both in the newest version R16.22 and the previous one I updated from (R16.18?)

mshiggins

Curious, why are you editing your reminders so often?

Fred Jongeneel

Well, not really relevant to the issue but:

- I have a Chequing account that will wave my monthly fee if I keep it above a certain minimum balance

- At the same time I want to keep my outstanding balance on a Line of Credit as low as possible.

By setting up my expected transactions into and out of my Chequing as accurate as possible I can see when I can or need to transfer money between Chequing and the LoC. This means I have to adjust amounts and dates of transactions every now and then.

UKR

ISTR a few discussions about the same kind of issue about a year ago, but I don't remember if there ever was a solution and a fix or if the complaints just died on the vine.

Perhaps someone from Quicken can research that? @Quicken Sarah , can you help out, please?

Quicken Sarah

Hello @Fred Jongeneel

Thank you for taking the time to report this issue to the Community, although I apologize for any inconvenience or frustration experienced.

May I ask, do you currently sync to Quicken Cloud to view your account/transaction data on the Mobile or Web App?

If the scheduled transaction is deleted and recreated, does this behavior still occur?

Does this behavior occur in a new data file?  If you aren't sure, please create a new file (File > New Quicken File), add an account and a scheduled transaction or two and let us know if the end date is retained or reset to "No End Date"

Thank you,

Sarah

Fred Jongeneel

Sarah,

Thanks for following up. To your questions:

- I think the account is synching to the Quicken Cloud. When going to 'Add or remove accounts to sync..' it shows the account checked. I tried to unsynch everything but Quicken doesn't let me. It wants at least one account synching. I now have selected another account than the Chequing to synch but that does not seem to make a difference

- Deleting and recreating doesn't fix it. The new transaction still forgets its end date

- Created a new data file and added an account. Same behaviour: scheduled transactions with an end date forget the end date when editing

Over to you...

Quicken Sarah

Hi @Fred Jongeneel

Thank you for that information and confirming that the account is syncing to the cloud.

I did some digging and research on my end and learned that this is a known issue that has previously been reported to our Mobile Development Teams for further research and resolution.

The ticket with Development is still open and "in process" so they are working on the solution, however I do not have an ETA on when that solution will be available, I apologize.

As soon as the fix is available, it will be sent out as part of a new release.  In the meantime, I would recommend temporarily turning off the Mobile Sync by going to the Tools menu > One Step Update and unchecking the "sync to Quicken Cloud" box under the Online Services section.

Or if you would like to turn off Mobile Sync entirely, this can be done by going to Edit > Preferences > Quicken ID, Sync & Alerts.

Select the blue "Sign in as a different user" link and type "yes" in the box that appears to confirm that we want to sign out.  Quicken will then refresh and please sign-in using the same Quicken ID and password you are currently using.

On the next screen, select "Don't Use Mobile", then Next until you can see your data file again.  

I hope this information is helpful and please let us know if there are any questions/concerns.

Thank you,

Sarah

Fred Jongeneel

I followed your instructions to turn off Mobile Sync. Unfortunately this does not solve the issue. I followed the steps twice, restarted Quicken in between but the transactions are still losing their end date.

Any other suggestions?

Quicken Sarah

Hi @Fred Jongeneel

Thank you for trying and posting back with the update. 

There is a known, reported issue with mobile sync clearing the end dates on scheduled transactions, so I was hoping the sync was the cause of this issue.

Since the issue is still occurring, I'd like to investigate further, but unfortunately am not able to duplicate this behavior in my data file.  Would you be willing to provide a sanitized copy of your data file that exhibits this behavior?

Sanitizing a file removes all personally identifiable information, financial institution login credentials and obfuscates the transaction data to ensure your privacy remains intact, but gives us the raw data to run through a debugger.

If so, please go to the Help menu in Quicken and select "Report a Problem".  In the window that opens, enter "Attn: Sarah" in the subject line and mark the box for "Sanitized Data File" and click Send to Quicken.

Once sent, please just post back to let me know so I can locate the report in the system.

Thank you,

Sarah

Fred Jongeneel

Done!

Quicken Sarah

Hi Fred,

Thanks so much!  I've located and retrieved the submission and will be back in contact once we've looked into this further.

Thanks again!

Sarah

Quicken Sarah

Hello @Fred Jongeneel

Thank you again for submitting the requested documented and your patience.

With the information submitted I was finally able to replicate this behavior in my personal data file and have opened a ticket with our Development team to investigate this issue further. 

Once a solution is available it will be sent out as part of a future product release, in the meantime, it does appear that the scheduled end date is being retained at some level in the data file so if there are any scheduled reminders coming close to their end date, the reminder should end automatically as expected.

I hope this information is helpful and please let me know if there are any further questions/concerns I can assist with.

Thanks again!

Sarah