recurring deposit transaction not registered in bank account (Quicken classic premium windows 10)

Blue255
Blue255 Quicken Windows Subscription Member ✭✭
edited October 2024 in Paying Bills, Online Billers & Reminders (Windows)

I see recurring deposit transactions as 'uncleared' transactions on the day, but they disappear following day and do not get registered.

I have to Manually then add them.. any known configuration / code issue?

what's the issue / fix ?

PS: I also noticed many times quicken does not register expenses, of which seemingly similar transaction took place in past - no recognized pattern identified though

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Do TOOLS, Account List and click EDIT adjacent to the account. Then click the "Online Services" tab. Is "Reconcile to Online Balance" checked?

    In the particular account, are there any Filters set in the line above the column headers? If it's present, click the RESET button to clear them.

    How does the balance in Q"s account compare to the bank's website?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Blue255
    Blue255 Quicken Windows Subscription Member ✭✭

    Appreciate NotACPA.

    "Reconcile to Online Balance" is Not checked.

    Quick / Bank balances are in sync.

This discussion has been closed.

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