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To Do List not populating after last upgrade to software

FprJR

Using Quicken Classic Premiere for Windows, version R60.15, build 27.1.60.15.

Once the program was upgraded to the current version & build, , the To Do List no longer populates with recent accounts that were updated. The empty frame appears on the right side of the screen, but no accounts are listed, even though 10+ accounts have just been updated with new downloaded transactions. I can manually enter each account and perform the reconciliation but do not have the To Do List to refer to any longer.

Any ideas?

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Windows

download transactions

Update

One Step Update

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Quicken Anja

Hello @FprJR,

If you don't mind, could you please provide screenshots of the issue you described above? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

Kevin5

Same problem here. With "Show To Do Bar" selected under the "View" menu and the To Do Bar visible, after Downloading Transactions was completed, in past versions there would be a list of all Accounts with Downloaded Transactions needing attention. By clicking on each Account, Quicken would take you directly to that Account to record, categorize, etc. the transactions, and once finished, that Account would be lined out on the To Do Bar and you would then proceed to the next Account on the list. It was a satisfying and convenient way to deal with all your Downloaded Transaction; much better in my opinion than having to scroll through all accounts in the Account Bar looking for red flags.

Quicken Anja

Hello @Kevin5,

Thank you for chiming in and adding additional information to this post.

I attempted to replicate the issue but was unable to do so as the behavior I am seeing is what is to be expected. In order to look into this further, could you please provide screenshots of what you are seeing? If you need instructions on how to attach a screenshot, please refer to the link provided in my previous response.

Thank you!

FprJR

Here is the empty To Do List window that shows as is even though I

have transactions that just downloaded…

Screenshot 2024-12-29 102348.jpg

Chris_QPW

I don't use the To Do bar, but when I just tried running One Step Update, I got this after it finished. Is this what you expected?

Clicking on it brought up the One Step Update Summary dialog. Note that I didn't have any accounts with transactions that could be downloaded at the moment.

TombRaider

This has been happening to me prior to the last release. I don't recall how many releases ago this started for me but was within the couple of months or so. Thought it was something related to me, but seems not to be the case. I kept searching for this topic to see if others were having the issue and found this report.

ronaldmcohen

I have had the same issue since the update to the latest software. I contacted quicken support by phone. The rep had me validate, and then supervalidate my quicken file, which found and corrected a few issues, but did not resolve the to do bar issue. Before we could proceed further (which I highly doubt would have helped anyway), the phone call dropped and the rep (who had my phone number) did not call me back. I can get by without the population of the to do bar since the flags for updated accounts still show in the account listing and the one-step update results also display which accounts have new transactions to handle, but I liked the to-do bar feature and would like it back if they can find a fix for it.

FprJR

I just ran my account updates, and include two screenshots showing the flags for the accounts that were just updated, and the empty To Do List even though there are numerous updated accounts. Hope this helps!

Screenshot 2025-01-04 091854.png

Screenshot 2025-01-04 091944.png

Quicken Anja

Hello again,

We will be forwarding this issue to the proper channels to have this further investigated. However, we request that you please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached in order to contribute to the investigation.

It would also aid the investigation to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience in the meantime! Thank you.
(CBT-524)