Q for Mac 2019 - Downloaded transactions mess - Blocked from reconciling, transactions changed, etc

mharris1

I am having huge problems with downloaded transactions in Quicken 2019 for Mac. I think it was the recent upgrade but when I tried to rollback from the upgrade, the issues persisted which I don't understand.
All of my downloaded accounts are screwed up ESPECIALLY my mortgages. Quicken went back and changed amounts on tons of RECONCILED TRANSACTIONS. Also for mortgages, the principal vs interest payments seem to be REVERSED, so Quicken is deducting the interest amt from the principal account- which is huge bug, but then to compensate, Quicken is creating "adjustments" to reconcile against the bank amount. WOW!
I could see this if it was just the new transactions but Quicken went back and updated past, reconciled transactions.
A COMPLETE MESS.
Quicken must know what's going on because when you try to reconcile ANYTHING, all the transactions are grayed out, so it doesn't really reconcile. They are covering this up.
I'm going to have to reconstruct a dozen accounts.

jacobs

You can go a step further than just restoring a backup file if you want. If there is something wrong in the update from Quicken 5.11 to 5.12, then restoring just your data file will result in Quicken automatically updating the 5.11 backup file to 5.12 again as soon as you open Quicken. Instead, you might want to roll back your application to version 5.11 as well. This will let you open your 5.11 data file in Quicken 5.11 -- which gives you an opportunity to verify that you're safely back where you were before anything changed. Then you can make a copy of your data file and try opening it in version 5.12 again, and see if the problems recur or not. 

When you updated to Quicken 5.12, the update process moved your old Quicken 5.11 application into your Trash. It is named something like "Quicken (511.25679.100).app" (note the "511" denoting version 5.11). All you need to do is drag this application out of the Trash to your desktop. You might want to rename it "Quicken 5.11" so you can keep it straight, and put it in the Applications folder. Then, drag your 5.11 data file over the 5.11 application to launch Quicken with that specific data file.

Quicken_Natalie

Hello mharris1,

Thank you for bringing this to the attention of the Community, although I apologize for any frustration these issues are causing.

What version of Quicken are you using? You can find that by going to Quicken>About Quicken. 

First, I recommend restoring a backup file that was created before the problem began to occur. Here are the steps to restore a backup:

1. In Quicken, select File > Restore from Backup...
2. Select the Automatic Backups folder (Quicken > Backups > Automatic Backups).
3. Select the file to restore.
4. Click Choose.

If the issue persists or re-occurs on the restored file, I would suggest contacting Support. They have the tools and resources available to better troubleshoot the issue with you and work to identify a solution. Contact info for support can be found here. 

Hope this helps!

-Quicken Natalie 

jacobs

You can go a step further than just restoring a backup file if you want. If there is something wrong in the update from Quicken 5.11 to 5.12, then restoring just your data file will result in Quicken automatically updating the 5.11 backup file to 5.12 again as soon as you open Quicken. Instead, you might want to roll back your application to version 5.11 as well. This will let you open your 5.11 data file in Quicken 5.11 -- which gives you an opportunity to verify that you're safely back where you were before anything changed. Then you can make a copy of your data file and try opening it in version 5.12 again, and see if the problems recur or not. 

When you updated to Quicken 5.12, the update process moved your old Quicken 5.11 application into your Trash. It is named something like "Quicken (511.25679.100).app" (note the "511" denoting version 5.11). All you need to do is drag this application out of the Trash to your desktop. You might want to rename it "Quicken 5.11" so you can keep it straight, and put it in the Applications folder. Then, drag your 5.11 data file over the 5.11 application to launch Quicken with that specific data file.