Editing a Transaction causes it to be duplicated and overrides the next transaction

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I am using Quicken Premier for Windows, R56.9 (the latest). I have recently discovered a bad bug in the Register. It is so bad that I really cannot use Quicken any more for editing transactions.

Look at the first screenshot below. I am about to edit the third transaction for "Anita Tire Corp" as it is missing a category. After I add the category and press Enter, notice how the next transaction (Marsala Hardware) is overriden with a duplicate of the Anita Tire Corp transaction!

What's worse is that the Ending Balance at bottom right has changed to reflect the now two transactions from Anita Tire and no longer reflects the Marsala Hardware transaction. Mind boggling!

I have tried switching account views to see if this display glitch goes away and it does not. Only when I quit Quicken and relaunch does the register then display correctly with a correct Ending Balance. This is not a practical way to edit transactions and have to quit / relaunch almost every time to make sure the correct info is still there.

This started quite recently (in the last couple of months or so) and has been driving me nuts. I had just upgraded from Deluxe to Premier for another year's subscription, and I'm really disappointed that this register bug pretty much renders Quicken useless for me until this is fixed. I am constantly categorizing transactions and adding memos to transactions as I have done for the last 30+ years, and never ran into this issue.

HELP!

P.S. I also reported this bug through the Help menu, "Report a problem…" but that form says that Quicken will not respond to me directly, so I'm hoping the community and any support folks here can help me out.

Comments

  • marklstern
    marklstern Member
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    Actually, the Ending Balance in the second screenshot doesn't add up. -1,727.47 from the 1st screenshot - 1,157.53 for the apparent duplicate is -2,885, then either adding 24.00 back in or taking it out still doesn't get to -2,977.98 as shown in the screenshot. It's not to be trusted at all.

  • marklstern
    marklstern Member
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    Digging into this some more. I tried a complete uninstall and reinstall of Quicken Classic to see if it would solve the problem. It did not. Then I noticed that if I had a filter on the register (such as "Last 30 Days"), editing transactions does not lead to the duplicate transaction display and incorrect Ending Balance! Interesting… Resetting the filters will then show the bug again when editing transactions. So exasperating!

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Just firing a shot into the dark here, but that does look more like a display driver or screen refresh issue to me.

    For a test, change your register to use 2-line-per-transaction mode and see if the problem still occurs.
    To toggle from 1-line to 2-line mode and back press CTRL-2

  • marklstern
    marklstern Member
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    The problem still exists with 2-line-per-transaction mode. I have not changed my display driver nor monitor for the last five years I've had this desktop machine.

    The negative part about using Filters in the register is that after each transaction is modified and entered, the register refreshes in order to maintain the correctness of the filter. So this is not a long-term solution.

    Does anyone else have this problem?

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    I have seen transaction duplication in Investment registers - never in Banking registers - and it is always a display issue. Clicking elsewhere causes the display to correct itself.

    But your issue looks like an actual data problem. You should probably have a look at the data file troubleshooting procedures here:

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • marklstern
    marklstern Member
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    Thanks, Rocket Squirrel. I've done that, to no avail. There were no errors from the Validate procedure. This happens in both Bank Accounts and Credit Card Accounts.

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    You've performed both File > Copy and File > Validate? Then something sounds structurally wrong with your data that those operations can't fix. Does the Validate log show anything interesting?

    I can offer you a pretty terrible workaround. Click in the transaction you wish to edit. Press Ctrl-I (that's eye, not ell). This will insert an empty transaction directly below your current transaction. Then you should be able to edit the transaction of interest and delete any duplicate it creates.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • marklstern
    marklstern Member
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    Yes, I have tried both approaches. No difference. Below is the Validate log — clean as a whistle.

    Thanks for the workaround; in my experience, the empty transaction is inserted above the current transaction. Then when I delete the empty transaction, I am prompted with a confirmation. For over 40 transactions per month in just one account, that's a lot of keyboarding, and no fun.

    I do not think it's a data structure issue, because every time I quit and relaunch Quicken, the register shows correctly. Since using filters updates the register on every edit, it's showing the actual data. It's without filters (my normal situation) when the problem occurs. I tried changing the register row spacing to Standard (from Compact) and it made no difference. The duplicates still occur. Baffling…

    [Wed Jun 05 22:31:33 2024]

    File: "C:\Users\mark\Documents\Quicken\xxxxxxxxx"

    QDF:
    Validating your data.
    No errors.

    QEL:
    No read errors.

    QEL:
    All internal consistency checks passed.

    [Wed Jun 05 22:31:37 2024]
    1 scheduled transactions corrected
    Maximum security reference: 43, number of securities: 43.
    All security references are within the normal range.

    Validation has completed.

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    @marklstern

    in my experience, the empty transaction is inserted above the current transaction.

    This suggests that you are sorting your register by descending date rather than ascending date. Unless you want to reverse your sort order, I don't know how to make this work.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • MDToni
    MDToni Member
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    I find the same issue. Renaming a payee or adding/changing a category does it about 90% of the time.

    I have found that when it happens, Go the gear icon, click on Register Columns, check the box next to Downloaded ID. It then shows a column where the electronic ID from the bank is listed. If Quicken has created an additional transaction, this clears it and puts the one that was overwritten back. It's annoying to keep having to turn that on and turn it back off, but it makes it usable.

  • marklstern
    marklstern Member
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    MDToni, so glad to know that I'm not the only one! I agree that it doesn't always happen, but does happen frequently (about 90% of the time as you said).

    Thanks for your suggestion. I have also found that setting a filter on the register to the last 30 / 60 / 90 days does prevent the problem from occurring because the display is refreshed after each edited transaction. The flicker of refreshing every time is a bit of a nuisance but better than looking at seemingly-duplicated transactions.

  • Bruce Merrell
    Bruce Merrell Member
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    I have been having the exact same issue with Quicken ever since there was an update that entered pending transactions. I reported the problem. Every time that Quicken duplicates a transaction and overwrites the following transaction, if I make a change, I immediate click on a different account and then click back to the account I was working on. That causes the duplicate to go away and the original transaction to disappear. I am tired of doing this to just modify a transaction. I have used Quicken forever. I love the product. However, I am ready to look for different personal accounting software.

  • Bruce Merrell
    Bruce Merrell Member
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    I meant to say above that clicking on another account and then back to the original account causes the duplicate to disappear and the original transaction to reappear.

  • Bruce Merrell
    Bruce Merrell Member
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    I am trying a new approach. I opened register preferences and chose to not have pending transactions entered in any of my accounts.

  • c.r.marks
    c.r.marks Member
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    Same problem here. Did a split transaction with a lot of entries. Next thing I knew it was gone. I screamed and cussed a lot, but it didn't fix the problem.