Syncing Reminders and Budget with Actuals

brettossman

My budget and reminders have gotten out of sync with actual transactions. How do I re-sync?

For example, a couple of reminders keep asking me if this is a previous transaction.

Last month's budget shows only one paycheck.

Quicken_Natalie

Hello brettossman,

Thank you for providing that additional information.

If you have not already done so, you can review the information and consider following the steps outlined here to check the integrity of your data file. 

If you still experience issues, I suggest contacting Support for more in-depth troubleshooting. You may consider suggesting a screen share to the Care Agent so that you can show them specifically what behaviors you are experiencing in Quicken.

Hope this helps!

Quicken Natalie 

Quicken_Natalie

Hello brettossman,

Thank you for taking the time to reach out to the Community regarding this issue, although I apologize you have not yet received a response.

What version/release of Quicken are you using? You can find that under Help>About Quicken. Also, please see this FAQ for details on adding more information to your post so that other users are best able to assist.

There has been an ongoing issue regarding Bill Reminders, as discussed here and here. Please review these threads and let us know if this may be what you are experiencing. 

Regarding your budget, where do you see that transactions are missing/not being applied towards the budget? Meaning, are you on the Planning tab when you notice the discrepancy, or does it only appear when running a Current Budget report, etc?

Let us know!

-Quicken Natalie

brettossman

I'm on subscription: R22.12

Reminders: A couple keep asking me if they are for previous transactions that had already cleared.

Budget: Planning tab - For example, only 1 of 2 paychecks showed up last month in actuals. Other isolated payments were missing as well.

Quicken_Natalie

Hello brettossman,

Thank you for providing that additional information.

If you have not already done so, you can review the information and consider following the steps outlined here to check the integrity of your data file. 

If you still experience issues, I suggest contacting Support for more in-depth troubleshooting. You may consider suggesting a screen share to the Care Agent so that you can show them specifically what behaviors you are experiencing in Quicken.

Hope this helps!

Quicken Natalie