Account registers don't update after accepting downloaded transactions.

Joe Klevorn

Quicken R61.21 on Windows 11.

Transactions download normally and the red flag appears in the account list. But after selecting an account with new transactions and accepting them, the account register does not update to show the accepted transaction and the account balance does not update. The red flag remains in the account list. Clicking away from the account and then clicking back to the account results in the accepted transactions appearing in the account register and updates the account balance, but the red flag remains in the account list. The only way to remove the red flags is to perform an additional one step update after accepting previously downloaded transactions. All accounts are affected. Also, when updating stock price quotes, the prices don't update on the screen unless I click away from the Investing screen and then click back to it. This started a couple of weeks ago.

Quicken Kristina

Hello @Joe Klevorn,

Thank you for sharing your experience. To help troubleshoot this issue, please provide more information. Was there anything that changed around the same time as this issue started (computer or program update, unexpected computer or program shut-down, etc.)? Do you typically leave your Quicken open for long periods of time, or do you close the program when you're done using it? Do you keep your Quicken file directly on your local hard drive? You can check the file location in your Quicken program by going to File and looking just above the Exit option. It will list the 4 Quicken files you've most recently accessed, with the one you're currently in at the #1 spot.

I look forward to your reply!

Joe Klevorn

Quicken Kristina,

Answers to your questions: as memory serves, there was at least 1 and perhaps 2 Quicken updates in February around the time this started. There was also a Windows update. I haven't had any unexpected computer or windows shutdowns. I normally leave Quicken open during the day and close it at the end of the day. I keep the Quicken data file on my local hard drive and back it up to dropbox every 3rd time it's closed. Any suggestions you have would be appreciated.

UKR

If I may … (no, I'm not Kristina ;-)

Filtered register? Unexpected register sort order? "Missing" data? Unusual Running Balance?
Did an unexpected mouse click mess up your register?
Could it be that your account register in Quicken is

• filtered to show only certain transaction types or
• sorted in some unexpected way other than by Date or
• limited to a certain Date Range or
• perhaps only showing the results of a search instead of "all transactions" or
• not scrolled all the way to the top or bottom of the register or
• shows an unusual, perhaps meaningless, balance?

Filtered register?
Check the filter settings (on top of the register). Is the register filtered in any way to only show selected transactions? If so, click the Reset button to reset the filters.
To show all transactions in the register, the Filter settings should be:
"All Dates", "Any Type", "All Transactions".

Date Range filter selection excludes the dates you're interested in?
Check the Date Range filter to see if it prevents you from seeing the dates you're interested in.
For example, a Date Range = "This Year" won't show you last year's transactions
Only Search results shown?
Is there any text in the Search box at the top of the account register?
If there is text and a (red) X, click the X to reset the register from showing only search results back to normal mode.

Unexpected Register sort order?
Is the register sorted in any way other than by ascending Date? Look at the register's column header ... which column header is highlighted and/or has the little black triangle?

About Register sort order:
For best results, your account register should be sorted by Date in ascending order.
Click a register column header to effect a different sort order by the clicked column. Click the same column header again to toggle between ascending and descending sort order. A small triangle next to the column header indicates the sort order: "▲" pointing up for ascending or "▼" pointing down for descending sort order.
For more Register Sorting Options, click the Account Actions gear icon then click Sorting Options. Review and work with the available sorting options to see what they do.

New transactions appear to go missing right after you save them?
For example, you are entering a number of back-dated transactions and they appear to disappear ... they're most likely above the currently shown transactions page in the register and you have to scroll up to see them. To keep them on the screen, Sorting Option "By Order Entered" will help keep these transactions on the bottom of the register, next to the new transaction entry line. Just don't forget to re-sort the register by Date when you're done.

Unusual Running Balance?
If your credit card register shows

• a Running Balance that is black (positive) when you're sure you're owing money to the bank and it should be red (negative), or vice versa,
• or it's showing an unusually high positive or negative amount,
• or it appears to be adding charges to the balance instead of subtracting from it
  please verify that your account register is properly sorted by Date and not filtered.

Joe Klevorn

UKR,

Thank you for your suggestions to resolve this issue. I have confirmed that all account registers are not being filtered and they are sorted by ascending date (most recent on the bottom). Interestingly, and as yet unexplained to me, is that de-selecting an account by clicking on a different account in the account bar and then selecting the initial account results in the newly accepted transactions in that account appearing correctly in the register. The red flag in the account bar remains, however. Initiating another one step update removes the red flags for all accounts that had red flags from the previous one step update. It remains a mystery. I am in the process of restoring backup files from various dates in the hope of finding one that will support proper updating but no luck yet.

I welcome any additional input or suggestions.

Joe Klevorn

Update: As a troubleshooting technique for this issue, I restored numerous backups and performed one step updates on the restored files to determine if any of them would update properly. None of them did, but after doing so, I attempted a one step update with the original data file and it updated fine. It has been updated normally for 2 days now. Not sure why this would be the case but it is what it is. I am declaring victory for now and appreciate everyone's assistance on this.