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Red Flags say I have transactions to review but I do not

Worldwide

I have numerous"transactions to review" red flags I cannot get rid of.

This began within the past couple of weeks.

Did an UpdateAccounts and got 13 different accounts red flags at 3 different institutions each saying I had transactions to review but all are downloaded, accepted and in the accounts.

All have been categorized.

Did validate but no help.

Restored from a recent copy before the problem, did Update Accounts and all the same flags.

Based on the number of transactions Quicken says I have to review, many of the flags appear to befor transactions from way before in time - e.g. one is for an account that I have not had a transaction in for 8 months!

Did Validate and Super Validate but still the same problem.

So, thought I'd deactivate all the accounts for online updates and then reactivate them again

BUT

Got a pop up of "Quicken can not edit xxx account because there are downloaded transactions that must first be accepted into the account register of transaction list. Finish accepting the downloaded transactions and then try again."

Huh?

All downloaded transactions have already been accepted.

I tried "Reset Account" and got the same message.

So, now I can't even deactivate or reset!

Now what?

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Comments

Quicken Kristina

Hello @Worldwide,

I'm sorry to hear you're encountering this issue. To troubleshoot, please start by following these steps from this article on when Quicken says there are transactions to review, but you don't see any:

First, turn automatic entry on

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.
In the Account Details window, click on the Online Services tab then click Automatic entry is.
Select Yes on the next dialog box and click OK.
Automatic entry should show as "On" now.
Click OK to close the Account Details window, then click Done on the Account List.
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.

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.
Choose the Tools menu > Online Center.
Select the appropriate financial institution and account.
Select Transactions.
1. 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!

ryszardjh

I have the same problem. Talked to two different Quicken Support specialist, neither one could resolve it.

Quicken Kristina

Hello @ryszardjh,

I'm sorry to hear you're running into this problem and Support wasn't able to help you resolve it. If you haven't already done so, please follow the troubleshooting from my earlier post in this discussion:

https://community.quicken.com/discussion/comment/20470202#Comment_20470202

I hope this helps!

Jodi04

I've talked to about 7 Quicken tech's. This is ridiculous that they don't address this. I've spent weeks troubleshooting and they claim that it's all fine. You can review you transactions blah blah before added and that is not how it is working! It creates duplicate transactions in your register! Everyone has a unique way of processing their financials. Quicken can't just tell their customers to switch the Online Services to automatically update the downloaded transactions! That is just a band aid! I can see from some past post this has been an issue that has occurred last year!

This needs to go to you IT department to address asap! Something in an update of your has caused this.

Quicken Anja

Hello @Jodi04,

I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thank you!

jeffsh@

Here is the real problem with this, I have 4 accounts with the same bank and because 1 account has the Red Flag problem I am unable to download any transactions for any of the accounts because the bank is now requesting that I Reauthorize the accounts, which I cannot do because Quicken thinks there are transactions to review. It is so absolutely ridiculous that I cannot Deactivate or delete an account just because Quicken THINKS there are transactions to review when in reality there are none.

Quicken Anja

Hello @jeffsh@,

Thanks for taking the time to add to this discussion!

Have you tried the instructions that @Quicken Kristina provided earlier in the thread here?

Check back and let us know! Thank you.

jeffsh@

Quicken Anja,

Yes, multiple times. And you are missing my point. The fact that one messed up account can't be Disabled or Deactivated and prevents other associated accounts from being updated is a design flaw.

Quicken Anja

https://community.quicken.com/discussion/comment/20477362#Comment_20477362

@jeffsh@ I hear your concern, and I want to assure you that your point wasn’t overlooked. Since I can’t assume what steps you’ve already taken, I needed to confirm that first to ensure we're on the same page before moving forward. Now that I have that clarification, here’s what we can do next—please right-click the account you are trying to deactivate in the Account List sidebar and select Edit/Delete Account. Then, navigate to the Online Services tab and check if "Automatic entry is: ..." is set to On or Off (see below).

Please click on it and select the opposite choice of what is currently selected. If it is set to "No - Never...", please switch it to "Yes - Always…" or vice versa (see below). Doing so should allow you to deactivate the account without getting the error message again. You can switch this setting back after reactivating the account.

Once that is done, attempt to deactivate the account. If needed, please follow the steps found in this support article to deactivate. Once deactivated, please reactivate through Add Account, by navigating to Tools > Add Account..., search for your Financial Institution name, and follow the prompts to connect. Once your account(s) have been found, link to the existing account(s) you have already set up in Quicken.

Let us know how it goes!

Tominator

I just started having the exact same problem. On one bank account, doing the Auto accept Yes thing worked, however it is not working for two credit card accounts. This is ridiculous. It has basically brought my accounting to a complete halt since I can't get these unaccepted transactions out of whatever Quicken purgatory they are in. I even tried creating a complete new backup file and the problem exists there. Also tried deactivating the account and reactivating. Nothing works.

This seems to me like an introduced SOFTWARE BUG.

jeffsh@

Quicken Anja,

First off, you cannot right click the account, you have to push the EDIT button. Second, there is no Automatic Entry is: Off/On Option under the Online Services tab.

smokensounds

I have the same problem and it seems to be tied exclusively to the Automatic Entry option. If I turn Automatic Entry (Tools | Account List | Account Details | Automatic Entry) ON, the flag disappears. When I turn it back off (which is the way I want it) the flag returns. File validation runs and has no effect. Do you have other suggestions?

Quicken Anja

https://community.quicken.com/discussion/comment/20477445#Comment_20477445

@jeffsh@ You can right-click the account name in the left sidebar, which will bring up the Edit/Delete account option, as shown in the screenshot below.

It sounds like you may be navigating through Tools > Account List and clicking Edit from there, which is simply another way to access the Account Details—both methods work.

As for the missing Automatic Entry setting under the Online Services tab, could you please provide a screenshot of what you’re seeing? 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!

—

Hello @Tominator & @smokensounds,

Thanks for adding to this discussion! There are a couple more things that come to mind that we can try.

Considering everything you have tried so far, can you both please confirm whether the Pending Transactions feature is currently turned on? To check, please navigate to Edit > Preferences > Pending transactions.

If the toggle is currently ON, please switch it to OFF and see if doing so makes a difference.

If not, we can move on to next steps.

Let us know how it goes!

Tominator

https://community.quicken.com/discussion/comment/20477636#Comment_20477636

It was OFF. I tried setting it to ON, exited Quicken, restarted Quicken, then set it to OFF. Restarted Quicken again. Did a ONE STEP UPDATE. ALL of my accounts are putting the transactions someplace where they can't be reviewed, only viewed via the Online Center or Compare to Register function. I cannot review and accept. THIS IS UNACCEPTABLE. As I stated in another reply, I even tried creating an entirely new FILE from the existing one. Then went into my main bank account and enabled online access for it. Downloaded transactions and even the new file put those transactions into Quicken Purgatory (review only, can't accept or edit).

And before you suggest it, I tried Validating and Super Validating the file. No errors other than one transaction had a damaged category.

Tominator

And I tried ONE last thing! I created a new, empty Quicken file. Added my main bank account to it. Enabled it for ONLINE banking. Did a connect. GUESS WHAT? ALL THE TRANSACTIONS ARE IN QUICKEN PURGATORY. Not a single one is available for review. Red flag, 72 transactions. I can only SEE them via Online Center. Compare to register does nothing but flash back to register. I've never tried reinstalling Quicken other than migrating to a new PC because I just let it update itself for each iteration. I'm going to try that next although I'm dubious because this is acting like an introduced software BUG.

Tominator

I finally got fed-up and elected to completely uninstall Quicken, including all the scattered data pieces in the registry and app and user directories using an uninstaller program (Geek Uninstaller). I then reinstalled Quicken from a fresh download.

That seemed to have solved pending acceptance problem. In fact the very first message I got from Quicken was to notify me that my settings would require review of downloaded transactions. So far, three of my accounts have behaved properly with new transactions. I'm going to hold off pronouncing this issue solved until I get more downloads.

However, I did notice after carefully going through my paper statements, that there were small but significant gaps in older downloads. In two cases, there were duplicated transactions. And in three others, there were missing transactions. So I am not confident Quicken is grabbing everything accurately on each download.