To Do List not populating after last upgrade to software

FprJR
FprJR Quicken Windows Subscription Member ✭✭

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?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    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!

    -Quicken Anja
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  • Kevin5
    Kevin5 Member ✭✭✭

    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
    Quicken Anja Moderator mod

    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!

    -Quicken Anja
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