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Download transaction issues after R30.21 applied - still removing categories

Downloaded transactions are still removing categories even after R30.19 (actually I am on R30.21) was applied. Some do not show in the Downloaded Transactions list (following a One Step Update) but instead seem to directly update the register (without any chance for review) and overlay the corresponding transaction in the register (wiping out any category or transfer or split information). Does anyone know if any preferences were updated by the "fix" above (I had been experiencing this since December 2020) or any idea where to look? Right now I have to check for "uncategorized transactions" after every OSU to see what has been corrupted.

Best Answer

  • Peter BeynonPeter Beynon Member ✭✭
    Accepted Answer
    OK, fingers crossed, this seems to be resolved after I converted those accounts I could to connect as Direct Connect rather than Express Web Connect and Deactivated and Reactivated (not just reset) the remaining Express Web Connect accounts. Downloads now match correctly and do not remove categories. I will wait a few days before reactivating the Cloud Sync feature. Hopefully the (unrelated) American Express and UMB Bank connection issues get resolved shortly and then I should be back to "normal".

Answers

  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @Peter Beynon

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you're experiencing this trouble.

    I would start by restoring a backup saved prior to installing the update. I would then take a moment to review the steps and information available here.

    Please let us know if these steps help to restore the downloaded transaction tab and if the behavior improves in the backup file.

    Thank you,
    -Quicken Tyka

    ~~~***~~~
  • Peter BeynonPeter Beynon Member ✭✭
    Thank you Tyra. To expand on my comments, I started experiencing this issue (along with an issue when syncing to the cloud) in early December, so I have restored the file many times. The Downloaded Transaction Tab is present, however after "some" (one step) updates, transactions show in the tab and match successfully with no issues. However, in "some" cases transactions seem to download directly to the register (no chance or option to "match") and cause the issue (category lost). (I always enter transactions manually at about the time of the activity and then allow OSU to "match" to be sure I did not miss a transaction).
    I have Validated (File, File Operations, Validate) the file several time (all show no errors. For now I have disabled Sync to Cloud and am updating accounts individually (via the Update Now option from within the Actions Gear from within an account).
  • Peter BeynonPeter Beynon Member ✭✭
    Sorry Tyka, I misspelled your name.
  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @Peter Beynon

    Thank you for the response and the additional details, although I apologize for the delay in following up.

    Can you please confirm the location of the Quicken Data File?

     https://www.quicken.com/support/how-find-quicken-data-file-quicken-windows

    Storing the file in an unsupported location such as a cloud or network drive can cause the behavior that you have described.

    Please let me know what you find so we can further isolate the cause of this issue.

    -Quicken Tyka
    ~~~***~~~
  • Peter BeynonPeter Beynon Member ✭✭
    Hello Tyka, my Quicken Data File is on my C: drive in the Documents / Quicken folder. It is quite large (122,080 KB) although that does not seem to cause any obvious problems. It occurred to me I might set up a new file containing just one of the accounts with download issues to see if my Quicken file is possibly corrupted somehow (although the file validation does not find anything). If that still has issues it would seem to be a software issues somewhere. Does the cumulative file for reloading all Quicken software still exist? I seem to remember that being suggested for other problems in the past.
  • Peter BeynonPeter Beynon Member ✭✭
    Fyi - running Windows 10, Version20H2, Build 19042.685.
  • momszoomomszoo Member
    I have the same problem. I spent over an hour with support and downloaded a previous file and everything worked fine for matching. Another update was done recently and the same issue with downloaded transactions matching automatically. I have a file for Chase that is direct connect and it works fine. The B of A file is express web connect, it worked fine until the last 2 updates. Could the connection be the issue?
  • mark.w6mcsmark.w6mcs Member ✭✭✭
    I am using Quicken 2020 on a 10 month old Dell XPS desktop computer
    Version R30.21
    Build 27.1.30.21

    About a month ago, the SSD took a dive on the computer and had to be replaced. This was about 3 weeks ago. I reinstalled Quicken and imported by most recent backup. Not too long after installing the backup, I noticed that one of my checking accounts had a particularly high balance and did some investigating. I found out that sometime after the reinstall, there were some transactions deleted from my check register.
    Because I write down all of my entries on paper, I was able to determine which transactions were missing. I went to the credit card accounts the payments were attached to, and saw that the payments were there, but the category where the bank account should be was blank.
    To make things short: there were 10 transactions over 4 card accounts where this occurred.
    I corrected the balance by entering in the bank account for all the transactions with missing category entries.
    This has happened at least 3 times over the past 3 weeks. (I only One Step Update 1 or 2 times a week) the last one was January 10th and there was one entry I had to correct.

    This happens on only one checking account (I have two). And it appears to be random on the credit card accounts it affects.

    I forgot to mention that after I noticed the error in the file after reinstalling, I did a file validate which came out clean, (no issues in the note pad file) but the problem was still there. I went ahead and reinstalled the a file a couple of days older, just in case there were file issues, but as you have read...I am still having issues.

    Anybody have any ideas or can direct me to another thread where this has occurred? I did a topic search and found nothing similar.

    I had thought about doing a deactivate/activate on the Bank with the issue, but don't want to make things worse. Also, the file Quicken file I am using is 125K in size and goes back to 1992.
    I have never had any issues before like this.

    Any help would be appreciated - Mark
  • Quicken_TykaQuicken_Tyka Moderator mod
    Hello @Peter Beynon

    Thank you for the response, although I apologize for the delay. I am not sure what you are referring to by "cumulative file for reloading all Quicken software" is referring to. There is an option to uninstall and reinstall however that would only impact the program and not the data file.

    If you do move forward with creating a test file, please let us know the results. If you do encounter the same behavior, it does rule out the issue being with the data file itself and could point to a software issue. 

    @momszoo

    Thank you for taking the time to visit the Community to ask your question, although I apologize that you have not received a response.

    If you have not done so already, I would try to deactivate and reactivate the account that is connected to Express Web Connect and see if this improves the issue.

    Thank you,
    -Quicken Tyka
    ~~~***~~~
  • Quicken_TykaQuicken_Tyka Moderator mod
    edited January 15
    Hello @mark.w6mcs

    Thank you for taking the time to visit the Community to report that you are experiencing this issue.

    I have moved your post to an existing post for the same issue. This was a recent bug that was reported as being fixed in a recent release, however, there are few users that are still experiencing missing categories and I am investigating this further.

    May I ask if you actively sync to the mobile or web app? If not, can you please navigate to Edit > Preferences > Quicken Mobile & Cloud Accounts and confirm that sync is off?

    If you actively sync to the mobile/web apps, can you please disable this temporarily to see if this corrects the issue?

    Please let me know what you find
    -Quicken Tyka
     
    ~~~***~~~
  • Peter BeynonPeter Beynon Member ✭✭
    Based on some previous comments I have changed the connection method (where possible) from Express Web Connect to Direct Connect. For those connections that only use Express Web Connect, I have deactivated and then reactivated the connection. Now waiting until some transactions are available to download.
  • thecreatorthecreator SuperUser ✭✭✭✭✭
    Based on some previous comments I have changed the connection method (where possible) from Express Web Connect to Direct Connect. For those connections that only use Express Web Connect, I have deactivated and then reactivated the connection. Now waiting until some transactions are available to download.
    Hi @""Peter Beynon" ,

    Unfortunately, switching from Express Web Connect to Direct Connect, isn't that easily done. With some Banks, you need to call the Bank, before it can work.

    You have not posted the name of the Bank in question.



    That's where you handle downloaded transactions in Preferences.
    thecreator - User of Quicken Subscription R30.21  USA & Quicken 2017 HBRP R20.5 USA
                       Windows 10 Pro 32 & 64-Bit Build 21296.1000
    also            Windows 10 Pro 64-Bit Build 19042.746

    Note: Product What's New in Quicken is grayed out.. Also Year is stuck on 2020 and Copyright Date is stuck 2018 in About Quicken.

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • Peter BeynonPeter Beynon Member ✭✭
    Thanks, actually for those that allowed it, I was able to enable Direct Connect via their web site. For those that did not seem to allow it (per Quicken) I just deactivated and reactivated to see if that helps (Charles Schwab Bank and a Citi Mastercard). If I still have issues I may break down and call them to see if it is possible.
  • mark.w6mcsmark.w6mcs Member ✭✭✭
    edited January 16

    Thanks for getting back to me.
    I initially signed up for the mobile app on my Ipad but then decided to not go ahead with using it. I did not enter any accounts to be sync'd but did not disable the sync function. When doing the One Step Update, I just unchecked the box that allowed syncing.
    I just went in and disabled the function though I could not disable based on what you told me to do. I went into the Mobile & Web header and turned Sync off there.
    I will be paying bills tomorrow (Saturday 1/16) and will do a One Step Update then and see what happens.

    I will keep you posted and thanks again.

    Mark Stanford
  • mark.w6mcsmark.w6mcs Member ✭✭✭
    I forgot to mention that when I went to the Preferences/Quicken Mobile & Cloud Accounts, even though I never allowed my current file to sync with the cloud, it showed syncing activity as late as January 12th, which I never approved.
    Hopefully this helps with identifying the issue.

    Mark
  • Peter BeynonPeter Beynon Member ✭✭
    Accepted Answer
    OK, fingers crossed, this seems to be resolved after I converted those accounts I could to connect as Direct Connect rather than Express Web Connect and Deactivated and Reactivated (not just reset) the remaining Express Web Connect accounts. Downloads now match correctly and do not remove categories. I will wait a few days before reactivating the Cloud Sync feature. Hopefully the (unrelated) American Express and UMB Bank connection issues get resolved shortly and then I should be back to "normal".
  • Cooper's DadCooper's Dad Member ✭✭
    From another thread I learned that files synced with Quicken Cloud contain a identifier code that does not change or go away when resetting the cloud data or renaming files synced to QC. It can be changed only by copying all transactions to new accounts in a new Quicken file.

    I have just corrected every paycheck entry dating to 1/1/17 in my file (85 transactions!) because the splits included transfers to my 401k and my HSA that syncing had corrupted. So before I cross my fingers and attempt to sync again to Quicken Cloud with today's update, I would like Quicken_Tyka to clarify the function of that identifier code and whether it is a threat to a successful update to the latest release that is supposed to fix the MPL category deletions issue.

    Quicken_Tyka, I appreciate your help in all of these issue threads and your persistence on this issue in particular. Can you shed more light on the cloud file identifier code, please?
  • mark.w6mcsmark.w6mcs Member ✭✭✭
    After one week, and several One Step Updates, my file APPEARS to be stable with no category deductions that I can see.
    My thanks to Quicken_Tyka for her help on this.
    I will keep this thread bookmarked and if there are any other issues, I will be back.

    Thanks Again - Mark
  • Cooper's DadCooper's Dad Member ✭✭
    Mark, I'm glad to hear it appears your (our?) issue has been resolved for your One Step Updates. Would you confirm for us whether Quicken is now behaving properly when you are syncing with Quicken Cloud?
  • mark.w6mcsmark.w6mcs Member ✭✭✭
    Mark, I'm glad to hear it appears your (our?) issue has been resolved for your One Step Updates. Would you confirm for us whether Quicken is now behaving properly when you are syncing with Quicken Cloud?
    I am not using the Quicken Cloud and doing any syncing to apps. I have heard too many issues with that. It is my belief that me turning on that option (even though I never used it) was a contributor to my problem. Once I turned it off, things improved. I doubt if I will ever attempt that again.
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