How do I recover lost data?

Every few months I seem to lose transactions that I have downloaded from Fidelity, specifically my Money Market account that I use for checks. For example, at the end of 2020 everything reconciled correctly. At the end of January 2021, when I opened the reconcile screen for this account, it showed a different starting balance than the balance at the end of 2020 for this account. I had to enter an adjustment transaction to make things balance. The same thing happened this month. When I reconciled this account for April, the reconcile screen reported a different starting balance for the end of March than the actual balance at the end of March. Thus, had to enter an adjustment transaction to make my April month-end balance. Is there a way to prevent this from happening in the future? Is there any way to recover the apparently lost transactions so I can delete the adjustment transactions? I realize this could be time-consuming since this has happened so many times in the past going back years. I had such good luck when Sherlock answered my previous questions, I thought I would try my luck again.

Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Accepted Answer
    Hello @Charles E. Ritter,

    Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

    Being that the issue you are experiencing can have multiple causes- It may be best for you to contact Quicken Support directly instead as you may need extensive troubleshooting done in order to have this successfully resolved. They also have the ability to screen share with you (if you feel comfortable doing so) and will be better equipped to help you accomplish and set up what you need.

    Click here to review Quicken Support's hours of operation.
    -Quicken Anja

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Accepted Answer
    Hello @Charles E. Ritter,

    Thank you for reaching out to the Community regarding your issue, though I am sorry to hear that you are experiencing this.

    Being that the issue you are experiencing can have multiple causes- It may be best for you to contact Quicken Support directly instead as you may need extensive troubleshooting done in order to have this successfully resolved. They also have the ability to screen share with you (if you feel comfortable doing so) and will be better equipped to help you accomplish and set up what you need.

    Click here to review Quicken Support's hours of operation.
    -Quicken Anja
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