Problem with Scheduled transactions not showing category amounts after posting successfully

cornishpd
cornishpd Quicken Windows Subscription Member

I have a problem where I setup and post monthly scheduled transactions that include split category amounts. I even reconcile these transactions and when I come back into Quicken the next time I do bills (could be a couple of months) some of these transactions have nothing assigned to categories. I have to delete these useless transactions, re-enter and then go back and reconcile relevant statements.

Has anyone encountered this problem and come up with a solution?

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @cornishpd

    Let’s try a few troubleshooting steps for this issue—these steps may resolve things for you, but if not, please come back and post more about your experience so we can investigate. 

    First, backup your Quicken file.

    Validate: 

    1. File
    2. Validate and Repair File...
    3. Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.

    If the issue persists, proceed to Super Validate. If the issue is resolved after performing validation, then please disregard the instructions to Super Validate.

    Super Validate:

    1. File
    2. Hold CTRL + Shift and click Validate and Repair File...
    3. Super Validate File
    4. Click OK
    5. Close the Data Log
    6. Close Quicken (leave it closed for at least 5 secs)
    7. Reopen Quicken and see if the issue persists.

    -Quicken Jasmine

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