Online checking ledger does not pick up SCHEDULED transactions forward
pmusico
Quicken Mac Other Member
When I called support, they appeared to be having this same issue and had no answer. When I use the checking ledger on my Mac 2020 version on the desktop, future scheduled transactions show up. They do NOT show up in the ledger online. I have check the button in the upper right corner of the screen to show the forward transactions (tried all the timeframe options) and NOTHING. It does pick up forward transactions entered individually but not the scheduled ones. I just ignores anything scheduled going forward. YET it is on my desktop ledger. This is a major oversight and needs to be fixed immediately. I am not always on my desktop version. Anyone else having this issue?
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Best Answer
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Hello @pmusico,
I appreciate your patience as I researched this further.
It appears that this is acting appropriately, as the ability to sync Scheduled Transactions to the Quicken Mobile & Web Apps is not currently available for Quicken for Mac.
This ability is planned, however, I do not have an ETA on an expected implementation.
I suggest following the Idea post for this request for any updates/changes as they're posted. Please note that this Idea covers syncing abilities for both the Mobile & Web Applications.
https://community.quicken.com/discussion/7511777/scheduled-transactions-created-in-quicken-should-sync-to-quicken-mobile-31-legacy-votes
I apologize for any frustration or inconvenience this has caused.
Thank you,
Quicken Natalie
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Answers
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Hello @pmusico,
Thank you for sharing the details of this issue with the Community, although I apologize that you're experiencing difficulties viewing Scheduled Transactions on the Quicken Web Application.
What version/release of Quicken are you using for your primary desktop file? You can find that y going to Quicken>About Quicken.
If you have not already, please perform a reset to your Cloud data, by following these steps:- Go to Quicken > Preferences > Connected Services.
- In the Cloud Account section, click Reset.
-Quicken Natalie
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You requested I reply to your email and it was a NO REPLY email address.
I'm using:
Quicken Starter 2020
Version 5.15.3 (Build 515.33035.100)
I am on macOS 10.15.3
Been doing the reset and just did it again.
-- Scheduled transactions, unless they are cleared as paid or deposited in the desktop version, are not picked up in the online version.
-- Just had 2 transactions for today that did not show up, I just cleared them as deposited and on a refresh, they now show up. But nothing scheduled past today gets picked up online.
I cannot use this product until this is fixed. This is a major oversight.0 -
Hello @pmusico,
I appreciate your patience as I researched this further.
It appears that this is acting appropriately, as the ability to sync Scheduled Transactions to the Quicken Mobile & Web Apps is not currently available for Quicken for Mac.
This ability is planned, however, I do not have an ETA on an expected implementation.
I suggest following the Idea post for this request for any updates/changes as they're posted. Please note that this Idea covers syncing abilities for both the Mobile & Web Applications.
https://community.quicken.com/discussion/7511777/scheduled-transactions-created-in-quicken-should-sync-to-quicken-mobile-31-legacy-votes
I apologize for any frustration or inconvenience this has caused.
Thank you,
Quicken Natalie
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It’s not my job to research your company's shortcomings. I should be notified when this is available.
This is absurd.
You harass me with pop ups in my old app to upgrade and when I do, your app cannot perform.
I’m sorry I bought the upgrade.
Will never trust your company again. And I know they really don’t care.
Would love for someone senior to contact me.0
This discussion has been closed.