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Quicken Erratic Behavior

Been noticing some erratic behavior in Quicken. No crashes like some other users have reported, what I'm experiencing are annoyances, but there are enough of them to become more than tedious and raise concerns about Quicken's stability. Examples:

- Some reminder entries continue to show as "uncleared" even after the transaction shows up in the bank. Other transactions download and are automatically matched to the reminder entry and get marked as cleared, but a random set of reminder entries stay uncleared. The transaction exists in the bank, but its like they never download to quicken (while others do).

- A legitimate bank transaction to "NOT_CLOTHING_RELATED" downloaded to my quicken account and Quicken automatically changed it to "Lands End" and assigned the Clothing category. I've never shopped at Lands End and I have no memorized transactions or renaming rules that would account for this behavior. ** I very nearly froze my credit card thinking this was a fraudulent transaction before figuring out it was a Quicken error. **

- Downloaded transactions are not following renaming rules

- After online update, Investment accounts show a flag and list that new transactions have downloaded, but nothing shows in the new transaction list. There is nothing to review or accept. I have to re-download that account and then the new transactions will show up.

All these behaviors seem to have appeared relatively recently. I'm running Quicken for Windows, R25.21 (27.1.25.21). Is Quicken just unstable or something going on here?

Answers

  • Quercus47
    Quercus47 Member ✭✭
    P.S. - I've rebooted computer, run Validate and Repair, etc. No improvement.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Quercus47 said:
    - A legitimate bank transaction to "NOT_CLOTHING_RELATED" downloaded to my quicken account and Quicken automatically changed it to "Lands End" and assigned the Clothing category. I've never shopped at Lands End and I have no memorized transactions or renaming rules that would account for this behavior. ** I very nearly froze my credit card thinking this was a fraudulent transaction before figuring out it was a Quicken error. **


    For the one above, deselect this setting:
    Edit -> Preferences -> Downloaded transactions -> Automatically apply Quicken's suggested name to payee

    Also double check your memorized payee and renaming lists to make sure none of the "automatic guesses" have creep in.  You might also want to consider turning off:
    Edit -> Preferences -> Data entry and QuickFill -> Automatically memorize new payees

    And set:
    Edit -> Preferences -> Downloaded transactions -> Let me review/confirm the automatic created rules
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Quercus47
    Quercus47 Member ✭✭
    Thanks for the response - I had previously turned off Automatically memorize new payees, turned off, automatic renaming rules, and I checked the list of memorized payees and renaming rules prior to making my post, so none of those are the issue.

    Automatically apply Quicken's suggested name was still selected, but as I mentioned, the original payee has nothing to do with either clothing or Land's End, nor was it anywhere close. About as far apart from each other as apples and bulldozers. So unless something is seriously off with Quicken's renaming rules (an issue in and of itself), I don't see how that would be the cause either.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Quercus47 said:
    Automatically apply Quicken's suggested name was still selected, but as I mentioned, the original payee has nothing to do with either clothing or Land's End, nor was it anywhere close. About as far apart from each other as apples and bulldozers. So unless something is seriously off with Quicken's renaming rules (an issue in and of itself), I don't see how that would be the cause either.

    Let's face it if you let Quicken make a guess at anything there is no telling what it is going to do.  And it may make no sense at all to us humans at what was picked.

    My belief on any of the "guessing" is that it is fine for beginners, but quickly all of it should be turned off or at least have a "confirm" because this just causes more problems than it is worth.

    Note that a renaming rule or a memorized payee isn't "guessing", but they can also be "wrong" and cause problems.  And when you have a guess create these rules without the user being aware of them or in some cases not even know they exist, then "strange things" can seem to happen.

    It is possible that there is something in your data file cause problems and such, but I can say that Quicken "the program" isn't erratic in this area when the user properly controls which renaming rules, memorized payees exist.  Note on the memorized payees I lock all of mine, and I only have one per payee of the payees that download transactions for and need to match.

    I have never had any problems with them in all the years I have used Quicken.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Quercus47
    Quercus47 Member ✭✭
    That was just one of several issues that I still consider erratic, all having to do in one way or another with downloading transactions. There is still other behavior that doesn't make sense.
  • UKR
    UKR SuperUser ✭✭✭✭✭

    First please ensure that all optional settings in Quicken pertaining to recall, memorization, automatic categorization and renaming of payee names are enabled. You find those settings in Edit / Preferences / Data Entry & Quickfill and Downloaded Transactions. Additional settings can be found for the detection and processing of transfer transactions in Edit / Preferences / Transfer detection.

    Are you automatically accepting downloaded transactions into your registers?

    If you are relying on Quicken to "automagically" fill your account registers from downloaded transactions, you may run into problems. Despite all efforts by the Quicken programmers, the "Autopilot" (that's my name for the part of the Quicken program which processes downloaded transactions and converts them into new register transactions) is not infallible. For that process to work 100% of the time one would need a crystal ball because the information downloaded from the banks often is just too terse and cryptic.

    You should, at least for a while, turn off the "automatically accept downloaded transactions into registers" setting to gain better control over what is downloaded and what to do with it. Review each downloaded transaction, make changes if necessary (e.g., to get a payee name = "Starbucks" instead of "POS TRANS 070119 STARBU", "POS TRANS 070219 STARBU", "POS TRANS 070319 STARBU" or to assign a category) before you click to accept each transaction.

    Any changes you make to downloaded Payee Names are remembered in Renaming Rules.

    Any other changes you make (add/change Category or Memo text) are remembered in the Memorized Payee List.

    Next time the same transaction for this Payee comes along, Quicken should remember and give you a better new register transaction.

     

    In case you have issues with transfer transactions not being generated correctly:

    For best results manually enter transfer transactions into your register BEFORE you download transactions from the bank which contain the transfer confirmations. For recurring transfers use scheduled reminders and enter them a day or two before the due date. Be sure to use distinct Payee Names for each transfer / credit card payment to avoid confusing Quicken - memorized payee entries.
    That takes the guesswork out of the Autopilot's process. Because a correctly entered transfer transaction already exists in your account registers, the Autopilot should just match the downloaded transfer transaction to the existing one in both accounts.

     

    Where are the "Auto-accept downloaded transaction" settings?

    There are two places where this is controlled in Quicken for Windows:
     - Globally, for all accounts, in Edit / Preferences / Downloaded Transactions
     - For each account individually, the global setting can be overridden from the Edit Account Details screen, Online Services Tab. Look for blue text "Automatic Entry is: ON / OFF". Click the text to change the setting.


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