Losing my recent transactions if I open quicken and then close it w/o making any changes

Ecurb

I just submitted an issue to Quicken, first try didn't go through — 2nd claimed it did. Waiting for a reply.

If I download or enter transactions these transactions are lost if I then close Quicken, open it again but enter no new transactions, then close Quicken and then reopen it. All my recent transactions disappear.

If I try to download transactions at this point, to get them back, nothing happens — no transactions are downloaded from any account (banks accounts at least, USAA and Chase). I have to restore a backup from about a week ago to get to a state where my downloads work again. But then the same problem reoccurs.

Anyone seen this issue?

Rocket J Squirrel

Please take a look at this support page and see whether any of its suggestions work for you.

https://www.quicken.com/support/missing-some-transactions-when-downloading-bank

splasher

@Ecurb

2nd claimed it did. Waiting for a reply.

If you did that via the Help→report a problem process, you will be waiting a long time. That is a one-way reporting system. You don't get a response with a solution.

Ecurb

Currently, I'm methodically backing up and restoring backups and trying each one to see where the problem no longer exists. After about a half dozen I have a file where my transactions don't disappear when doing an open, no change, close. However, doing an update doesn't give me all of my transactions. On the first update tried I got nothing, the second try I got one bank account to update (yeah!) but not my other. I backed up further (to the beginning of the month) and got my investment accounts to show updates but with no banks now showing updates.

Feels like I'm making progress but I don't yet have a functioning Quicken Premier (subscription, Win10 pro). Going to sleep on it and debug further tomorrow.

Ideas are welcome. I'm a Quicken user since 1990 (at least) and a retired software engineer, so don't hold back ;-). Suggestions for other forums (Reddit, etc.) for debugging are also welcomed.

Thank you.

jr_ece

I'm assuming you've covered the basics such as running the validate and repair file option to ensure no file issues, and you are not using Web Sync since it is known to corrupt user files. Also, what version of Quicken are you using?

Ecurb

https://community.quicken.com/discussion/comment/20394819#Comment_20394819

I did a validate and repair early on, it did find issues (corrupted categories, bad blocks? etc.) but it didn't solve the vanishing transactions issue so I've not done it again since I backed up to an even earlier version of the file and that specific problem went away. I'm not using Web Sync. Version R52.22, build 27.1.52.33.

I'll take the file that is working, except it won't download some transactions, and do a validate repair on it tomorrow. Any insights on doing the validate would be appreciated, such if it should always show no errors or what common errors it might highlight that are not real issues, etc.

Thanks for the suggestion.

splasher

A word of caution about doing too many restores. There is this thing called "datasets" of which there is a limit that can be exceeded and it goes up by one with each restore and then you have to contact Quicken support to get it dealt with.

I would suggest that you make a copy of your backup file (.QDF-backup) and rename/change the extension from:
.QDF-backup → .QDF. You work with a copy so that you still have the original backup file.

Then open the renamed file as normal. This prevents running into the dataset error issue.

Ecurb

I used the validate option to work back through the backups until I got something with no damaged blocks or records. I kept going further back and noted each validation now had the same, hopefully, non-critical issues (bad category, transfers with issues, etc.) so I figured I had a stable, functional Quicken file and used the most recent one. I also ran one more validation on it just to see what a clean validation looks like.

Hit the update and my banks now had numerous transactions that I need to check categories and accept (woo hoo!). I think I'm back to a working Quicken file. I'll know once I've used Quicken for a few days.

For the moment it looks good. Thanks for the suggestions and support!