Bill Reminders Not Auto Posting

Tim H

I have several recurring monthly transactions set to automatically post to my checking and credit card accounts. I have used this feature for several years without problems. About one month ago, the reminders for the credit card account stopped auto posting. They appears as overdue at the bottom of the credit card register with the notation of "Auto" in the Action column. I reviewed the set up of these items, and they all are set up to auto post, not just remind. I have other transactions set to only remind, and they appear to have no issues. I have run Validate and Super Validate several times, and each time the result is "found a damaged scheduled reminder and removed it." No indication which reminder. For those reminders that have now passed the transaction date, I changed the reminder to manual to record the transaction, and changed it back to auto, hoping that it is now corrected for next month. Will see.

Updated today to version R42.21 (build 27.1.42.21) so the problem is on this and the prior version. Operating system is Windows 10 Home, version 21H2 (build 19044.1826).

My Community search shows this issue being raised raised several times recently, but never a solution beyond Validate/Super Validate. Any assistance would be appreciated.

Tim H

Correcting the initial comments, this issue does arise with checking account reminders set to auto post.

gsbhms

I am having this problem also.

Quicken Jared

Tim H said:

Correcting the initial comments, this issue does arise with checking account reminders set to auto post.

Hello @Tim H, 

I am sorry to hear about this problem with the bill reminders failing to post automatically. I thank you for taking the opportunity to let us know about what's happening here on the Quicken Community.

One other option left to us - aside from validating and supervalidating the data file - is to try copying the data file. Please note that doing so will disconnect all online services in the copied data file, and that it will be necessary to reactivate all online account connections, online Bill Manager services, and all online notifications in the new copy of the data file. Also, a new data set will be created in the new data file, should you intend to use that as your primary data file, going forward. 

With that in mind, if you wish to continue, follow these steps, in order:

1. Navigate to File
2. Select Copy or Backup File...
3. Select Create a copy or template
4. Click Next 
5. Select a file location on your computer
6. Click Save Copy
7. Select New Copy
8. Click OK

I am eager to hear about your results, if you should be able to attempt these troubleshooting steps. 

Thank you,

Quicken Jared 

Tim H

I completed this process today. Prior to completing the copy process, bill reminders for the next three days , which would normally show in the registers did not appear. After the copy process, and using the new file (new file identified by "cpy" appended to the original data file name), the pending bill reminders do appear in the registers. Absent understanding what's "under the hood", no idea why this process appears to correct the problem. Frustrating not knowing what causes or fixes the problem.

To clarify final steps, can the old Quicken data file be deleted and the new file renamed and placed in the default folder?

Quicken Jared

Tim H said:

I completed this process today. Prior to completing the copy process, bill reminders for the next three days , which would normally show in the registers did not appear. After the copy process, and using the new file (new file identified by "cpy" appended to the original data file name), the pending bill reminders do appear in the registers. Absent understanding what's "under the hood", no idea why this process appears to correct the problem. Frustrating not knowing what causes or fixes the problem.

To clarify final steps, can the old Quicken data file be deleted and the new file renamed and placed in the default folder?

Hello @Tim H,  


Thanks for reaching out again and updating me about this. I am happy to hear that there seem to be signs of progress.

Regarding the deletion of the original file: this is a personal choice, and I cannot advise one way or the other on this. I will say that if you wish to rename the copied file, you will need to ensure that Quicken has first been completely shut down, then navigate to the folder location where the data file was saved, right-clicking and renaming the file.

Once it has been so renamed, you will be required to double-click the file in the folder where it was saved to open it. Relaunching Quicken normally will not allow the program to reopen the data file once it has been renamed. 

I hope that clarifies the situation further, but feel free to ask any additional questions you may have.

Thank you,

Quicken Jared