Missing reconciled transactions

Hi, I am a long time Quicken user and recently I will reconcile my bank accounts and come back the next day and some reconciled transactions will be missing. It seems that the transactions are the same amount and same vendor as other transactions on that day. What's causing these to drop out? Any ideas would be great. Thanks in advance.

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Before restoring a Quicken file backup (or opening an earlier version of a Quicken file), I suggest deleting the Quicken Cloud dataset (aka cloud account) associated with the Quicken file.  Note: You need to open another Quicken file to delete the appropriate cloud account.  You may want to review: https://www.quicken.com/support/how-edit-or-delete-your-cloud-datasets-quicken-windows

    The other Quicken file needs to have a distinct file identifier so that we may delete the cloud account associated with the original Quicken file.  For example, you may create a new Quicken file (select File > New Quicken File...) without any accounts, enable sync in preferences so you may view and delete the cloud account associated with the original Quicken file. 

    This is necessary because when we open or restore an another version of the Quicken file with the same file identifier, Quicken is not resetting the cloud account appropriately at this time.  I hope they will let us know when they have addressed this issue, but for now before opening another Quicken file that has the same file identifier embedded, delete the cloud account.  

    Note: Only File > New Quicken File... generates a distinct file identifier.  All other forms of creating a Quicken file, copy the embedded identifier from another file.
  • nmeyerz
    nmeyerz Member ✭✭
    This issue is still happening. Can @Quicken correct this, please?
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