Duplicate Scheduled Transactions

heinelg

I schedule automated monthly deposits and payments in the checking account so I do not have to remember to enter them before downloading at the beginning of each month. Recently I have noticed that many (possibly most or all) of these transactions are duplicated in the register a month or two in advance of the schedule date. Sometimes this happens when I edit the scheduled transaction because the monthly payment or deposit has changed (at the beginning of a new year, for example) but some of these are fixed deposits that have never changed. I have right-clicked to delete the old transaction and sometimes Quicken asks if I want to delete the series of scheduled transactions but other times just the one transaction is deleted. It seems that in either case the duplicate returns the next month.

Quicken Kristina

Hello @heinelg,

That sounds like a frustrating issue. To help troubleshoot this problem, please provide more information. Do you have these reminders set to automatically enter into the register? You can check this from the Bills & Income section by clicking the 3 dots next to the problem reminder, selecting Edit All Instances…, then in the Details tab, under Mark as Paid (at the lower right corner of the window), check to see what it shows.

When these duplicates appear in your register, does one of the transactions have the red/orange pencil next to it and the other have a blue dot next to it? If that is what you see, then it's possible the transaction is downloading from the financial institution, but not being matched to the reminder. You should be able to correct that by manually linking the downloaded transaction to the reminder (drag and drop onto it to manually match).

I look forward to your reply!