Investment account erroneously indicate a transaction to accept

All of my investment accounts (the ones with direct connect) all of a sudden have a little red flag indicating there is a downloaded transaction to accept, but there is nothing to accept and the red flag doesn't go away.


  • miklk
    miklk SuperUser, Windows Beta Beta
    Several possibilities:

    1st: Check the Cash Balance matches the downloaded balance by clicking the cash Balance on bottom right of account register (See Pic) 

    If that is different, make the change and see if it clears the red flag.

    After that, follow the steps here:
  • GuyManDude
    GuyManDude Member ✭✭
    Tried all of the above with no success. All issues always seem to fall back on "restore from backup"....
  • miklk
    miklk SuperUser, Windows Beta Beta
    If restore from Backup works, then it was file corruption of some sort... Post again if it reoccurs 
  • GuyManDude
    GuyManDude Member ✭✭
    Yes, I was able to restore from a backup, repeat all the transaction work I lost and am now back in business. However, I feel like us long time Quicken users (in my case 25 years!) have just grown accustomed to having to deal with frequent file corruptions. I seem to have one every 3-6 months of once-weekly use. I hate that we have to simply "get used to it". I don't know of any other modern day software application where this is a common occurence. The Quicken file data structure seems to be too fragile - why can't the developers fix this and implement some data governance so that the file won't become corrupted in the first place?

    In the event anyone from Quicken development cares about this, here is what transpired exactly in my case:
    1. I opened Quicken and did a full one-step update
    2. In my Am Ex register, I clicked Accept All.
    3. My Am Ex register immediately went blank, showing nothing in the register.
    4. Being concerned, I checked on other registers and they were fine.
    5. I ran a file validation, and it found errors that it said it repaired. Once the validation had finished, there were red transaction flags on all of my investment accounts and there were no transactions to accept.
    6. I ran another file validation, and no errors were found.
    7. I created this online community support questions
    8. I restored a backup from 2 weeks prior, ran a validation with no errors, did a full one-step update, did another validation with no errors, accepted my Am Ex transactions one-by-one, ran another validation with no errors, and everything seems to be working fine this time with no red transaction flags on my investment accounts.
    9. So what the hell happened??? Why did the file become corrupted in the first place???
  • UKR
    UKR SuperUser ✭✭✭✭✭

    1) If you haven't rebooted Windows since you installed the latest software update, please do so now and then try Quicken again.

    Still not working?

    Let's try some "Troubleshooting 101" to ensure the Quicken software is installed and updated properly and that your data file is in good working order.
    Please perform all the steps in this document:
    Troubleshooting 101 - Fixing Software Installation and Data File Problems

    2) How to properly set up Quicken Backup
    How to make Quicken create a backup for you automatically every time you close Quicken

    For the sake of this discussion it is assumed that your Quicken data file is located in the Default (and recommended) place: C:\Users\username\Documents\Quicken

    Review the backup settings available in Quicken (under Edit / Preferences / Backup).

    In there you will find two types of backup: Automatic and Manual Backup.

    Automatic Backup should be enabled and always goes to a \Backup folder that's part of the folder which contains your current Quicken data file, e.g. \Documents\Quicken\Backup. Set it to create a backup after running Quicken [1] times and to keep [5] (or more, your choice) backup copies.

    To create a Manual Backup copy of your Quicken data file on an external device (USB-hard drive or USB memory stick recommended), put a checkmark at "Manual Backup Reminder" to enable the function and set "Remind me after running Quicken [xx] times" to [1].

    Click OK to save the changes.

    From now on, when you close Quicken using the red X button, you will get a popup window.

    When you get this window for the first time, on some versions click the radio button for "Backup on my computer".
    Change the Backup File name's drive letter and path to point to your external device so that it looks something like this: E:\Quicken Backup\QDATA-2017-04-01.QDF-backup
    or use the Change button and work your way through the dialog.

    Do not change the filename portion! Just overtype the drive letter and choose a backup folder name. If the folder does not exist, it will be created.

    Also choose the option to "Add date to backup file name".

    Every day when you run Backup or close Quicken, an additional backup file is created. Without the Add Date option you only have 1 backup copy which is overwritten every day ... and that may prove bad in a problem recovery situation.

    Allow this backup to run to save the changes made on the screen.

    Of course, once in a while you will have to go in and delete some of the oldest backup files, at your discretion, to avoid filling up your USB device.

    One can never have enough backups of a Quicken data file. BTDTGTS!

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