After R46.9 update: Projected Balance Duplicating Income

Patrick Hasenjager

With the 46.9 update this morning, my projected balance is borked. For my checking accounts, it is doubling (or sometimes tripling) the income reminders. For my savings accounts, it is ignoring income reminders entirely.

I have run a validate and a super validate, with no improvement. No errors were discovered either time. Projected Balance was correct last night prior to the update.

It seems lately we are trading one issue for another. At least the investments mismatch issue appears fixed in this update.

EDIT: The checking account discrepancy appears to only be paycheck reminders that have items in the "Pre-Tax Deductions" section. If I take those out, then the balance is correct. Tried with both existing paycheck reminders and new paycheck reminders. Savings account works fine with a new paycheck reminder.

Chris Harr

I'm seeing a very similar problem after installing 46.9 where my projected balance in my main checking account is incorrect and seems to be directly related to deductions in future scheduled paychecks that are not being accounted for (deducted) resulting in higher projected balances that are not correct. This is a huge problem and I agree that new issues continue to occur.

MooneyQE

My problem is the opposite. After 46.9, projected balances are not including my paycheck and the graph is falling after I get paid. The expenses and transfers are correct but no paycheck. Looks like I'm projected to overdraw my checking account.

Chris Harr

I was able to reinstall the R45.21 Manual Mondo Patch Update over the R46.9 Manual Mondo Patch Update that was applied yesterday and then restore a version of my Quicken data file that I had saved prior to the 46.9 update. This has corrected my problem and my projected balances are back to showing as correct.

I had never tried to reinstall a previous mondo patch update over a newer one because I assumed it wouldn't work, but I figured I had nothing to lose in this case and it did work for me which was a big relief

I assume a new mondo patch will be released soon to correct the projected balance issue that 46.9 created, but I didn't want to wait and was pleasantly surprised my attempt worked for me. I'm interested to see if this works for anyone else.

Rompere

Exact same issue here with latest update. For me, the projected balance (graph) is omitting all after-tax deductions, in addition to dental insurance, vision insurance, and two other categories that I added (for me was HSA contribution and an additional tax I pay in NY state). What’s interesting is that the “Lowest Balance Forecast before” line below the graphs that displays an amount numerically is 100% accurate, despite the graphical totals being incorrect.

ruavthokie

any word from Quicken when this will be corrected?

Chris Harr

I installed the new R46.12 version in a test instance of Windows 10 in a VMware environment and still see the problem with the projected balances being incorrect in the checking account where my paychecks with pre-tax and after-tax deductions are located. I'm still running R45.21 as my production version and the projected balances are still showing the correct amounts.

Rompere

Chris, agreed, I can confirm the problem still exists with R46.12.

Chris Harr

I just had a chat session with Isaac from Quicken Support where he opened up ticket number T9961580 for this. He told me the advanced support team is aware of this situation. I asked how I would be able to see any status updates on the ticket and he said to check this post, call or chat with support.

I then asked specifically if someone from support would update this post so that people here know it's being addressed and he said "Yes, of course, the production and development team check constantly the community page to have customers updated on new issues and new updates for the ongoing ones."

Isaac also confirmed that some people started seeing this problem with R45.21. Hopefully, there will be a resolution to this sooner than later, but I think the more the support team hears about this from other customers the more of a priority they may make getting it resolved.

Rompere

Chris, thank you for reaching out to support and letting this group know that it is a known issue. Hoping support will see this chat and provide updates.

nyvoid

Any news/updates on a fix for this?

Linkjpm

Any updates? This is extremally disruptive

MooneyQE

For me, the best work around until this is resolved is to use 'show reminders' on the account registers.

Chris Harr

I had a follow-up chat with Jonathan at Quicken Support this morning asking for an update to the ticket referenced above in my post from January 12th and was told that is "still an ongoing issue that has been escalated. There is no ETA for when it will be fixed, all we know is they are working to get a solution."

I shared my frustrations that R46.9 and later versions of Quicken are useless to me. I also added that to make matters worse, these later versions continue to try to automatically install and I have to continue to not allow them to. Given this, I can only assume the newer, buggy versions are being auto-installed for other users which only serves to spread the problem to a wider audience.

I closed my chat stating: "Right now my only option to see if this problem is still existing is to install new versions of Quicken in a VMware testing environment I’ve created and then test an existing version of my Quicken .qdf data file against it, but I shouldn't have to go through a separate QA process myself for new releases. They should already be tested and validated before they are released. Please pass that on to your management and the development team."

Based on my chat with Jonathan, I really don't expect any updates from Quicken Support to be added here. I will continue to test updates myself in a VMware environment and will report here myself on what I find with subsequent release versions relative to this issue.

joaniew

I am having the same problem with projected balances including several paycheck items that go to other accounts (HSA and ESPP). Commenting on this thread so that I will receive any communications regarding this issue. I agree with everyone that Quicken is pretty useless if projected balances don't work right. That feature is a critical one for me!

Patrick Hasenjager

Development did reach out to me for more information. Then this morning, I received a beta version which did resolve the issue. Hopefully this new patch will be released shortly.

Voytek

> @Patrick Hasenjager said:
> Development did reach out to me for more information. Then this morning, I received a beta version which did resolve the issue. Hopefully this new patch will be released shortly.

Did the beta work with your existing file, or did you have to revert to some file that never showed that issue?

Edit: I downloaded the latest update R47.7 and it seems to fix that issue (no mention in the release notes though)
https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product

Rompere

Thanks Voytek - I can confirm that R47.7 fixed the issue for me as well, and fixes it using the existing Quicken account file (no need to revert to an older file before the issue occurred). I had to manually download R47.7 (same link that Voytek posts above), as Quicken wasn't updating thru the "Check for Updates" feature. Thanks to all who reached out to support to help get this done!

Patrick Hasenjager

> @Voytek said:
>
> Did the beta work with your existing file, or did you have to revert to some file that never showed that issue?
>
> Edit: I downloaded the latest update R47.7 and it seems to fix that issue (no mention in the release notes though)
> https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product

Existing file