Phantom Transactions

Question

I use version R48.9 Build 27.1.48.9.  When downloading tranastions from E-Trade, I see a blue dot next to E-Trade in the account list.  When I hover over the blue dot I see

When I go to the Etrade register to look for the downloaded transaction I see…

When trying to reset the connection in the online services tab in Account details I see…

How do I clear this so that this non-existant transactions goes away?

Quicken Anja · Answer

Thanks for the update! Glad to hear the issue has been resolved. 🙂

finstoleft · Answer

That helped me to fix the problem.  I had automatic set to yes.  I changed it to NO and was still unable to disable or reset.  After a manual download.  (Menu option to update transactions) I received two old Near match transactions.   Once they were accepted by me then the problem seems to be resolved.  I set the automatic download back to yes.  Thanks for your assistance.

Quicken Anja · Answer

Hello @finstoleft,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

Did anything significant happen right before this issue started (e.g.: a new update was installed, a one-step update was run, etc)?

Before beginning any troubleshooting, please save a backup (just in case).

To start with, please right-click the account experiencing this problem in the Account List sidebar and select Edit/Delete Account. Then, navigate to the Online Services tab and check if "Automatic entry is: ..." is set to On or Off (see below).

Please click on it and select the opposite choice of what is currently selected. If it is set to "No - Never...", please switch it to "Yes - Always…" or vice versa (see below). Doing so should allow you to deactivate the account without getting the error message again. You can switch this setting back after reactivating the account.

Once that is done, attempt to deactivate the account. If needed, please follow the steps found in this support article to deactivate. Once deactivated, please reactivate through Add Account, by navigating to Tools > Add Account..., search for your Financial Institution name, and follow the prompts to connect. Once your account(s) have been found, link to the existing account(s) you have already set up in Quicken.

Let us know how it goes!