Red flag, states "you have 1 Transaction to review" nothing is there

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Since the latest version that was installed (R55.25 Build: 27.1.55.26) ALL of my downloaded transactions are not showing in the "Downloaded Transactions" tab of the register; it states "0". This is for QFX files I download (Credit Cards, Banks, etc.), or direct download from brokerage houses (WealthScape, Fidelity, Vanguard, etc).

Doing some investigation I was pointed to:

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

In that there was a suggestion to use an old backup to see if something became corrupt. I went back to 4 different backups, ALL were working for this situation PRIOR to the installation of R55.25. Unfortunately the same issue was present; NO transactions showing in the downloaded transaction list. The QFX Files downloaded, I get a red flag stating "You have x Transactions to Review", but the "Downloaded Transactions" is empty. Again, this happens for ALL types of downloads (QFX from my credit cards, banks, credit union, etc), and for OneStep Update items for investments (WealthScape, Fidelity, VanGuard, etc).

Further reading/searching stated to try checking the box in "Edit→Preferences→Downloaded Transactions→"Automatically add to investment transaction lists" AND "Automatically add to banking registers". While this 'kind' of worked, it wasn't 100%, and I do not like the solution. I prefer to verify each item one at a time and verify against the statements I receive. I am also not a fan of it just populating the register. As stated it "kind" of worked, it did not work for some investment accounts.

Further reading the "Automatically Add to Investment Transaction Lists" has some long term bugs, specifically if there is interaction needed from the end user (i.e., New investment, partial matches, etc.). Each of these accounts had a new fund brought in, or a new bond purchased. These show blue dots (or red flag) next to the account, but there is no entry in the register with a blue dot, nor is there a listed item in the "Downloaded transactions" list.

Any help here would be appreciated.

Again,
Quicken R55.25 Build: 27.1.55.26

Running on an AMD Ryzen 9 7900X
64Gb RAM
Windows 11 Pro
Version 23H2

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @WreckDiver1,

    I have located a Support Article that you may find to be of use regarding Quicken saying there are transactions to accept yet no transactions downloaded. You may follow this link to access that FAQ. Please keep in mind that it is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to your original starting position. 

    I hope you find this to be of use!

    -Quicken Jasmine

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  • WreckDiver1
    WreckDiver1 Member ✭✭
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    Sorry, already tried that. It is the link I posted. No good.

    As stated all of this started with the most recent update. I have gone back to 3 month of backups to test (and those data files worked fine for this PRIOR to the  (R55.25 Build: 27.1.55.26). When I load those KNOWN working data files into this version and attempt to download a QFX or use the OneStep Update nothing will show in the downloaded transaction list, even though it states I have "X" transactions under the red flag.

    I have even gone so far as to create a new data file for Quicken. It fails to show any downloaded transactions. Something is broken, and nothing has been able to fix it.

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @WreckDiver1,

    Could you please double-check and make sure you tried all the steps provided in the link @Quicken Jasmine provided in her response?

    The link she provided is actually different from the one you posted as the link you posted refers to missing transactions in the register, while the link posted by Jasmine specifically refers to the red flag indicating there are transactions to review though there are none showing.

    Thank you!

    -Quicken Anja
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  • WreckDiver1
    WreckDiver1 Member ✭✭
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    No joy here.

    Interesting that the Transaction shows up when using "Tools→Online Center→Transactions", but there is no ""Compare to Register", just "Compare to List". The list (Downloaded Transactions) remains empty. No approving can be done here so it won't add to the register. Quicken knows there is data, but it is refusing to allow me to add it to my register.

    I have also run the Repair & Validate routine, no joy as well. I attempted to do a Validate & Repiar, inlcuing "Validate File" as well as "Rebuild Investing Lots" and "Correct Investing price history". I still have red flags that state "You have X transactions to review" and NOTHING in the "Downloaded Transactions" list.

    Again, data exists in the "Tools→Online Center", but they do not appear in the downloaded transaction list. This is frustrating.

    Again, note. I created a NEW Quicken file and added these accounts, and the same thing is happening. It shows a red flag with "You have x Transactions to review" and nothing is there….

  • Quicken Anja
    Quicken Anja Moderator mod
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    Thank you for following up, though I'm sorry to hear that this issue continues to persist.

    Unfortunately, since the instructions provided in the support article failed to resolve the issue, as stated at the bottom of the support article, you will need to contact Quicken Support directly for further assistance and possible escalation if they see fit.

    We apologize for any inconvenience! Thank you.

    -Quicken Anja
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  • bmgilbert
    bmgilbert Member ✭✭
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    A new feature is the download of pending transactions. Look at the bottom of your register and see if you have any Pending transactions. This is separate from Downloaded.

    Hope this helps