Account list flag...

Chan Davidson

….showing that I have 1 transaction to review, but there is nothing to review. I've followed old instructions from years past, but nothing has helped thus far.

Version: R60.15

Build: 27.1.60.15

Windows 10 Enterprise

Just starting occuring a few months ago, not sure if it could be related to an update.

Thanks!

Quicken Kristina

Hello @Chan Davidson,

To troubleshoot this issue, please start by making a backup of your file, then following these instructions from this article on when Quicken says there are transactions to accept, but you can't see any:

Before you begin

Ensure the Search bar above the register is cleared. Text in the Search bar will adjust the register to only show transactions that match that text. 

First, turn automatic entry on

1. Press Ctrl+A on the keyboard to bring up the Account List, then click the Edit button next to the affected account in the list.  
2. In the Account Details window, click on the Online Services tab then click Automatic entry is. 
   
3. Select Yes on the next dialog box and click OK.
4. Automatic entry should show as "On" now.
5. Click OK to close the Account Details window, then click Done on the Account List.
6. Close Quicken, wait a few seconds, then re-open it. The transactions should appear upon re-opening Quicken.

Note: If you have multiple accounts affected by this issue, you can make the change outlined above to all the accounts at once by going to Edit > Preferences, then going to Downloaded transactions and checking the box next to Automatically add to banking registers.

Then, check the account register and Online Center

Quicken will show you downloaded transactions in multiple locations. The following information shows you how to check for downloaded transactions in the account register and Online Center.

1. Open the account register and select Downloaded Transactions at the bottom of the register.
   • If there are transactions listed, accept them to the register.
   • If there are not any transactions listed, proceed with the next step.
2. Choose the Tools menu > Online Center.
3. Select the appropriate financial institution and account.
   
4. Select Transactions. If transactions are listed, click Compare to Register and accept the transactions. Note: Compare to Register will display online payments on the initial screen. After accepting your online payments, click Continue, Next or Done to see the rest of your downloaded transactions.
   

Please let me know how it goes!

Chan Davidson

Thanks. I followed all the steps but still don't see/find any transactions that would be causing the alert. After following the steps above, the alert is now gone, but as instructed, the transactions will automatically download, which is not my preferred setting. If I reset it to not automatically download, the alert shows up again.

Quicken Kristina

Thank you for your reply,

Since it works correctly when set to automatic entry, but doesn't display when you have automatic entry turned off, I suspect that this may be a file-specific issue. If you haven't already done so, I suggest that you try validating and/or super validating your data file.  Please save a backup file prior to performing these steps. 

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.   

Please let me know how it goes!

Chan Davidson

I'm recalling that I've done these steps before a while back, to no avail, but I did try them again just now.

I still have the pesky flag showing with no transactions to review.

Quicken Kristina

Thank you for your reply,

Since Validate/Super Validate did not correct the issue, the next step is to restore a backup from before the problem started (if possible).

If restoring a backup isn't possible or the issue isn't corrected in the newly restored file, please let me know.

Thank you!

Chan Davidson

I do believe that too much time has passed to restore a backup - too many transactions - I've been attempting to fix this for some time.

Do I have any other options?

Thank you!

Quicken Kristina

Thank you for your reply,

Since restoring a backup is a sub-optimal option, one other thing you can try is creating a copy of your data file which, will rebuild all of the internal lists and database tables. If successful, you would then move forward with the copied file. To create a copy, please navigate to File > Copy or Backup File... > Create a copy or template (see examples below) which will also allow you to select a date range to move forward with.

If you wish to move forward with your entire data file, please check the full date range of your entire data file before copying so you can enter the correct date range if you do not wish to "shrink" your file by eliminating certain dates. Note: There is no need to "shrink" your file unless you believe older data is causing the issue.

It's important to know that all online services will be disconnected in the copied file, and you will need to sign back in with your Quicken ID and reconnect all of your online accounts, online billers, Quicken Bill Manager services, etc if you plan to use that copied file going forward. The reason for this is that the new copy also creates a new and separate dataset ID. I recommend reconnecting only what is necessary to verify if the issue is corrected first, and if it is resolved, then reconnect everything.

If the issue is not resolved in the copied file either, then feel free to switch back to your original file.

Thank you!