I have to say I'm getting weary of all the download problems
I've been using Quicken for 20+ years, and I appreciate the fixes they are making and that you can get support. But I'm pretty much come to the conclusion that it's impossible to keep your accounts accurate with their download service. Recently it was losing accounts at Ally. But there is a history over the years of transactions just not downloading, or downloading randomly into the wrong accounts. When you do a reset to try to fix things, they set your opening balance to something random so your balances are completely wrong and you lose all traceability to try to find such wrong transactions. I have a lot of accounts and I feel like I spent so much time hunting down problems trying to get my account balances to match that I might as well enter all my transactions myself. Which is sad.
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I am also weary. I've used Quicken for many years, too. It seems like with every download I'm have to cull out duplicate transactions.
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I completely agree. I miss the days when we ran the same Quicken program for a few years and then bought the upgrade. Those worked well. Now it is subscription based and they "update" it every month or two just to make you think they are actually justifying there jobs. The result is nothing works anymore.
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After 30+ years as a Quicken customer, like the other posters above, I am "weary" of all the download errors.
My checking account has been "buggy" for months— when I download to Quicken, it misses some transactions, duplicates others, nearly impossible to keep balanced for more than a day or so. Customer Support suggested that I restore it to an earlier date. I have also uninstalled/reinstalled the program. Neither effort solved the ongoing errors.
This month, one of my investments had a 3 for 1 split. My brokerage website shows 533 shares added to my existing 266 shares, for a new total of 799, but Quicken somehow made the total 1,322 shares. And of course, I cannot edit or correct the transaction manually. Have reported it to Quicken twice, no response.
Looking at alternative personal finance software now.
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NOT ONE of those replying in this thread mentioned Financial Institutions with specific problems, or error coded received.
ERGO,no one here can help you since you haven't provided enough info for anyone to try to diagnose. "Doc, it hurts" is all you've told us.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP-1 -
I also have used Quicken for more than 20 years. It's always been really great in the past. I'm now spending so much time trying to get my issues fixed. One person finally was able to help me after working with Quicken elevated support. I was so thankful after tries with other support people that just couldn't help. This took well over a day of my time. Now I discovered the fix generated duplicate transactions in another place. I thought everything was clean, but its not. Now, I either manually fix things or just plug numbers to make it balance. This has already taken half of my day. I'm also looking for another financial software to use.
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Ditto! I've attempted to download transactions all day with no luck! What is a viable alternative???
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LA1
I’m not sure that you could have helped me without looking at my Quicken instance.
This is just an example on one issue I’ve had lately. My credit card account was flagged as a checking account and this could not be changed to be a credit card account. So my transactions were all coming thru with the wrong signs.
After talking to support at least 3 times, I dropped it and just worked around the reversed signs so I was able to manually balance with the Credit Card bank account. This worked OK until some transactions were not coming thru.
I was told twice that it was a bank issue, back and forth with the bank (bank says Quicken issue, Quicken says bank issue).
Then lots of transactions were missing so I had to try again. I called Quicken and told the assigned tech to escalate my problem to a higher support level which he did.
This new person was finally able to find out that the file was corrupted. He copied my transactions and put them in a test file, which worked, and deleted the beginning balance as there was no beginning balance. I then had to manually add my payments but I was finally balanced, but only within this “test” record. BTW, payments did start showing up couple of months later but not consistently.
I just started getting a message that the test file should be deleted but I can’t because its accurate and the other one isn’t and never will be. I just noticed as I was writing this that all of my files on Quicken are flagged as test now, but they are all in balance. The original bad one has a red circle with a line in it.
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I am tired of all the download issues also. I have spent over 5 hours with Quicken phone support and tried everything they suggested and walked me through, STILL no resolution to download problems for certain accounts. It pains me, but am looking for and trying new financial software apps. Not resubscribing after 30+ years of using Quicken
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This is my observation and recommendation after 30+ years of using Quicken. Their current operating model is to add new features with minimal testing as a priority and fix issues as they show up. This places a high priority on adding new features and a lower priority on reliability. I have been a beta tester and found that Quicken doesnt actually have beta testers test the actual release, but some other version, so bugs invariably leak out. So users will find out that some releases are stable and others will corrupt your data file. For example, release R59.35 is stable. R60.12 had a bunch of improvements and corrupted my file such that I could no longer open it, and running validation did not fix it. R60.14 and R60.15 were attempts at fixing the crashes. I found that I had to revert to my saved file that ran under R59.35 and restored R59.35 for a stable system. I use this real life example to explain what to do:
- Do a backup at the end of every day. You may need to restore an older backup if you update your version.
- DO NOT automatically update quicken to the latest version. Look at the changes. If it has a lot of "improvements", hold off as there is a high probability this version is unstable. Wait a few weeks for the releases that come up with fixes to the crashes.
- When you decide to update your quicken version, make a full backup of data. Make a restore link in windows so you can easily restore to that older stable quicken release. The update your quicken and test out for a few days. If it crashes or does strange unwanted stuff, restore your windows to the older release of quicken, restore your preupdate quicken file and wait for a few more releases that address the crashes. Sometimes this takes 1-2 months to truly fix the issues.
With this procedure, I have been running stably a few years despite the issues at Quicken. Because it is so laborious to do updates, I dont do updates very often, maybe once a quarter, which is fine by me. Most of the improvements are fluff anyway and dont address stability.
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Ive used Quicken since 2017, up and down with the fixes. This one has buttered my biscuit!
Uploaded basically the years business. Just have to organize for taxes. Got the download WithOut all the [Removed - Language] information Oh, during the last upgrade, the program folks forgot to include that particular part. That came directly from the boys, not on the floor but up a story
Apology all over the place. tried to rig [Removed - Profanity/Violation of Community Guidelines] up which only meant me starting over. Going to uninstall the upgrade I HOPE!!! go on from there.
Sick of doing and redoing quicken [Removed - Profanity/Violation of Community Guidelines];. Got to change!!!
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I see I am not alone with download issues. Running W10. Downloads since November 10? go into recursive loop. No error messages, just runs continuously. Unless I find a solution, I will quit as I am spending far more time trying to make downloads work than I have a hope od saving. I sense it is related to security issues but no specific information. America's First FCU, Intrust Bank Card, and several other.
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Ditto with the above comments. I am reviewing my data looking towards tax time and find the data filled with errors — credit card payments missing, payee names in my checking overwritten with credit card download information (HOW does that happen that a credit card download even gets into the checking account data??????)….. I have also had to cull duplicate records from downloads, and when I compare the balance online with my new total in Quicken, it is wrong and I don't know why.
Not to count the number of times I have had to go back to earlier versions to fix problems caused by downloads over the past few years.
I am busy and can not spend time with Help Desks or trying to be a forensic accountant trying to fix problems (I am a scientist not an accountant!). I have paid good money since 2003 to this company and I am tired.
I think I am done with Quicken. The problem is trying to transfer 22 years of messed up data to a new program that may not integrate. Do I stay or do I go?
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I also have used Quicken since the 90's and the product quality has degraded over the last couple of years ever since Intuit sold it, while they continually add "Bells and Whistles"and never fix the basic problems. For years now I have been complaining about EWC for a checking account with ESSA Bank which continually misses re-occuring transactions of the ACH type. It is so bad, I have finally given up and have reverted to manually downloading QFX files from the bank on a weekly basis to post to the Quicken bank file. The direct connect downloads for other financial accounts appear to work correctly 95% of the time, but the checking account with ESSA Bank has been a 4 year nightmare . Instead of the Quicken"s President sending out monthly emails about what they added or intend to add to the program, I'd rather see him address all the problems we see here with the existing product! If I could find a replacement for this product I would be more than happy to give it a try. Any one have suggestions?
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