Disappearing Scheduled Transactions

Chronos511

I started a new Quicken file in February and have had issues with scheduled transactions disappearing. It was semi-random, until today I finally found one that disappears with repeatable steps.
My paycheck is scheduled for the 15th and the last day of the month. The one on the 15th vanishes every time I do a one step update.

To cover some common questions:

1. The file is -not- on a shared or cloud drive. It is local.
2. Validate and repair has been ran on it.
3. Other things have vanished as well, but this is the first one I can point to repeatable steps to make it happen.

Quicken Jasmine

Hello @Chronos511,

Thanks so much for sharing the details—and great job narrowing it down to repeatable steps, that’s super helpful.

What you’re describing with scheduled transactions disappearing—especially on a consistent One Step Update—definitely isn’t expected behavior. Since you've already confirmed the file is stored locally and that you’ve run Validate and Repair (which rules out some common causes), there are a few more things we can check next:

• Are any of your accounts set up with syncing to the Quicken Cloud (like for mobile or web access)? Even if you’re not actively using the mobile/web apps, cloud sync can sometimes interfere with scheduled transactions.
• Is the paycheck reminder set up as a “Split” transaction or using any memorized payee details? Complex reminders or those based on saved payee data can sometimes behave unpredictably if there’s a conflict during sync or download.
• After the One Step Update, is the transaction gone completely or does it just get marked as “entered” or move elsewhere in the register (like hidden in the future)?

If you haven’t already, I’d recommend turning off cloud sync (if it’s on) and then testing the One Step Update again. You can do this by going to Edit > Preferences > Mobile & Web and making sure syncing is disabled.

Please let me know!