After January 2023 Update, Scheduled Payments are not posting splits properly

After running the January 2023 update for Quicken Home, Business & Rental Property subscription version, my scheduled mortgage payments which include splits for principal, interest, taxes and insurance are not being recorded in the bank register for the transaction when I choose to enter the payment into the register from the Home screen (under the Bill and Income Reminders section). Instead, it is entering a transaction in the bank register keeping the 4 categories above and putting $0.00 in each category and then putting the total mortgage payment in the split view underneath the other 4 split rows. The extra row with the payment is uncategorized for the total amount of the payment.

If I click on the loan account associated with that payment and then choose to edit the monthly payment to view the payment details, all the proper data are there for the split.

I know Quicken changed something about the splits as it popped up on the splash screen when I loaded it after the update, but it appears to have broken something.

Any others with similar issue?
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Comments

  • Bill Wayson
    Bill Wayson Member ✭✭
    Yes. I just experienced the same issue twice. The first time, I thought it might be a fluke. So, I restored last-night's backup and entered the mortgage payment again. Same behavior. Looking at the entered transaction in my check register, the proper split categories are still there. But the loan and interest amounts are zero, and the entire payment amount is by itself on an uncategorized line. I manually updated the transaction's splits based on the splits I saw in the reminder before I entered it the second time. I'm running Quicken Premier for Windows R46.12
  • Mary6@
    [email protected] Member ✭✭
    edited January 22
    I am having the exact same problem with 2 different mortgage payment reminders since the latest update in January.

    This update also wiped out my budget so I had to restore my data from a backup file I made before the update.

    I am using Quicken Home, Business & Rental Property for Windows.
  • MDV
    MDV Member
    Same problem for me.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited January 28

    Discussion about the splits lost after 10 split lines issue:

    https://community.quicken.com/discussion/7927260/unable-to-save-more-than-10-category-splits-edited#latest


    Alert for the splits lost after 10 split lines issue:

    https://community.quicken.com/discussion/7927815/new-1-17-23-categories-disappearing-in-split-transactions/p1?new=1


    Current workaround for this issue is to revert to a 44.xx version. See this post for details on reverting to a prior Quicken program version. 

    https://community.quicken.com/discussion/7928128/reverting-to-older-version#latest

    Note you can use your current Quicken data file with the older program version. 

    44.xx versions did have some issues with EWC/EWC+ transaction downloading. 

    The issue with loan reminders missing their splits is a different issue. There is currently no alert, but the post from a moderator indicates the issue has been logged and passed along to product development:

    https://community.quicken.com/discussion/comment/20331600/#Comment_20331600

    The workaround:  The loan payment split problem only occurs for Reminders Entered manually:

    Auto-Enter loan payment reminders don't exhibit the problem.

    Discussions for the loan reminder issue:

    https://community.quicken.com/discussion/7927794/loan-payments-are-not-being-automatically-split-after-1-6-23-update#latest

    https://community.quicken.com/discussion/7927765/quicken-loan-payment-entry-problem#latest

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • nicholi3
    nicholi3 Member
    The alert link above mentions splits with 10 or more items. It also occurs for schedule mortgage transactions that have only 4 items... mine have: principle, interest, tax escrow and insurance escrow for a total of 4 split items.
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    nicholi3 said:
    The alert link above mentions splits with 10 or more items. It also occurs for schedule mortgage transactions that have only 4 items... mine have: principle, interest, tax escrow and insurance escrow for a total of 4 split items.
    Sorry about that, I had originally thought the missing splits greater than 10 split lines and the missing split details for loan reminders were variants of the same issue. They are apparently two separate issues. I’ve updated the post to list info for both issues. 
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Beijing Mac
    Beijing Mac Member ✭✭✭✭
    is there an update or fix for this issue?  I have discovered that this is affecting my Check / paystub memorized transaction (which has 26 split lines).  thankfully it has not affected transactions already entered, but my Bill & Income Reminder is affected.  Maybe the workaround solution is to simply copy & paste the most recent entry and simply correct the entry date.
  • Bill Wayson
    Bill Wayson Member ✭✭
    Beijing Mac: I am not aware of an official fix, yet. I was wondering about paystub splits -- you confirmed that they are also affected. The fix that has worked for me, so far, is to downgrade to R44.28 (patches are archived at https://www.quicknperlwiz.com/quicken-subscription-patches.html), then rename the file "quickenPatch.exe" in the Quicken folder under Program Files to "quickenPatch.exe000" (to prevent Quicken from updating). Now I need to keep a lookout for an update that fixes this issue.
  • OldQknGuy
    OldQknGuy Member ✭✭
    Same issue, even with only 3 split lines.
  • Same issue with only two split lines. When is this going to be fixed, seems like it should be a high priority.
  • DennisB
    DennisB Member
    Same issue on my mortgage payment transaction with only four split lines. Using Quicken Deluxe version R46.12.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    According to the R47.11 release notes, the problem with loan splits is fixed in that release:

    What’s Fixed

    • Splits for loans not allocating to categories properly.
    • For multicurrency investment portfolios, the Portfolio Value report Show Lots option displays the security’s currency rather than the currency of the report.
    • When customers added a bank account using the wrong credentials, the error message (Error 15500) displayed incorrect information.
    Quicken for Windows: Manual Mondo Patch Update
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • lbennatt
    lbennatt Member ✭✭
    Yeah, I downloaded R47.11 this morning and I saw the flash up about loan splits being fixed. Lo and behold and got to looking and realized that my scheduled mortgage payments with 3 splits are NOT transferring and drawing the loan account. Can't get through to anybody. Quicken...wow! smh. Can't even figure out how to do it manually.