Split lines eliminated (problem with paycheck splits)

Billykeys
Billykeys Member
edited October 1 in Reports (Windows)
I have seen threads on this dating back to at least the start of 2021. I just now got struck by it. I went to update a paycheck with the info for withholding categories, etc, and found that not only all historical paycheck entries, but the scheduled transaction for future paychecks, which had a 'template' for all of the withholdings, also had only the base pay category no splits.
Further, the past threads here seemed to focus on paychecks, and a paycheck "wizard" which I have never used, this also applies to other types of transactions -- for my credit card payments, I enter the payment, then split the categories to the types of purchases on that statement. It seems all of that data has disappeared too. I am furious about this. So far, I only see a recommendation to turn off cloud synch -- maybe this will prevent it from happening in the future. MAYBE? Will I get a reimbursement for a portion of my subscription fee since a major feature of the software apparently needs to be turned off and has cost a loss of dozens maybe hundreds of hours of meticulous data entry,
Has this horrendous flaw in the software been fixed yet?

Comments

  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭

    Hello @Billykeys

    Thank you for reaching out to the Community regarding your issue. I do apologize for the issue you've had with your transactions. We are still looking to collect more information about the issue you've experienced.  If you could go across the top to help > report a problem that lets us collect more information regarding the issue. You won't receive any direct updates on the issue but it is looked at by our development teams.

    If you're still having issues with the info my recommendation would also be to load a backup where we aren't seeing the issue and turning off mobile sync to see if that may help the problem we're experiencing. I'll leave steps on how to do so down below.

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

    Once you've restored from the backup turn off the mobile sync.

    1. Go to Edit > Preferences > Mobile & Web > Sync off. 
    Once you get a chance to try these steps, please let us know if you are experiencing the same issue.

    Thanks,

    Quicken Francisco


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    I sympathize with your split issues and hope it is resolved soon.

    One note on paying credit cards: I think you will find it easier to set up a separate account in Quicken for each of your credit cards and download the transactions, categorizing them as you go. Then when you pay the credit card bill, you enter the payment as a transfer to the credit card account, no splits needed.
    QWin Premier subscription
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Yes, regarding the credit card payments.  Just in case you are doing it the wrong way,

    The proper way is to set up a credit card ACCOUNT and enter the charges into it when the purchase is made and assigning it to a category. Then when you pay the bill you TRANSFER the payment from your checking account to the credit card account. Then when you download the payment from the bank you match it to the one you already entered.  Then your credit card account should match what you actually owe at any time.


    When you enter the payment in your checking account you put the credit card account name in for the category using square brackets around the name to indicate it is a transfer...like this… [credit card] or newer versions have a Transfer column.


    I used to do it the wrong way for years!  Then I wised up and now enter them properly. I would split my credit card payment into all the categories on one transaction in my checking account. And since I always pay more than the bill I would need to figure the difference and put it to another category.  But then I needed to have them entered on the date the charges actually happened. So I finally set up a credit card account. It makes it much easier to enter and balance!


    Here's a list of some reasons why you should do it this way…..

    You don't have to wait to make the payment and split it out

    You won't run out of split lines (I used to use Q2004 and there was only 30)

    You can use both the payee and memo fields for more description

    You don't have to figure out the difference if you pay a different amount

    Then your Credit Card Account will exactly match your statement

    Charges get entered with the right date (better at year end for taxes)

    You can enter all charges to date, not just what's on the bill - then you can see what you still owe

    You won't forget what a charge was for if you enter it right away from the receipt

    And if there are multiple categories purchased on a single credit card charge, you can split that one credit card charge to detail the items purchased each with their own category and memo/note.

  • DJW66
    DJW66 Member
    I've had the same problem with paycheck splits disappearing... I have recently reinstalled quicken and it seems to have resolved the issue...