Transaction download issues

Sometime in the last couple of weeks, download transactions are being entered as "Entered manually on ..." with the pencil icon, instead of the dot.

2nd issue is that Reminders are being entered even when they are set to "Remind me X days in advance". They are NOT set to "Automatically enter the transaction in the register X days in advance".

3rd issue is related to the 2nd. A manual entry Paycheck reminder is being automatically entered as a regular categorized transaction and not a paycheck entry, without accounting for a deposit to a secondary deposit account, resulting in an over deposit to the primary. Then it enters a second transaction for the secondary deposit account transfer. The result is that the primary account is under balance, and the secondary account is over balance.

Answers

  • Hello @MSmith

    Thank you for reaching out on the community and telling us about your issue. I do apologize for the issue you're having. I'm wondering here if it might not be connected properly which is giving some issues. The second and third issue sounds like they are connected. I wonder here if we can fix the first issue by deactivating and reactivating the account. I'll leave steps on how to do that down below.

    First thing I'll recommend is to save a backup to revert back to just in case. You can find how to do so down below. 

    https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Next we'll try deactivating all of the accounts. You can do so by following the article listed down below.

    https://www.quicken.com/support/deactivate-online-banking-services-quicken-account

    Once all the accounts are deactivated go ahead and follow the article here on reconnecting the accounts.

    https://www.quicken.com/support/reactivating-deactivated-account

     The second issue I'm wondering if the reminders may be broken. Could you try to duplicate one of the reminders that are having issues and see if they have a similar issue as well? This will give us more information to work with as well.

    Once you have a chance let us know what you're able to find out. From there we'll see what we can do next.

    Thanks,

    Quicken Francisco


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