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!

Chronos511

1. Sync to Quicken Cloud is off already. Well, I say that, but I just mean I turned it off in One Step. I just turned it off in the additional location you mentioned.
2. No, it isn't. Just set as "Net Salary" for the category
3. Completely gone.

I also just discovered a different scheduled payment had vanished. Figured that out when I got charged a late fee for missing it. 😔

Chronos511

Oh, wait, when I say completely gone, I mean the one on the 15th. There is still one sitting there for the 30th. It is like it just marked it as skipped.

mshiggins

@Chronos511 do you have pending transactions enabled for the account with the disappearing paycheck reminders?

Chronos511

@mshiggins I do.
Also, I've been using Quicken since 1999 myself. 🙂

mshiggins

@Chronos511 I would try turning off pending transactions and see if the cures the disappearing reminder issue.

A lot of changes in Quicken and in my finances since 1999… congrats on keeping track of your finances for all of that time!

Chronos511

@mshiggins Yeah, 1999 me wouldn't believe what 2025 me has going on lol

I completely disabled pending (not really using them in any case) and it didn't disappear this time. So, we might have found a root cause. I'll keep an eye on it and report back if I notice anything else vanishing.

Chronos511

@Quicken Jasmine Thanks to @mshiggins suggestion of disabling pending transactions, I haven't had one scheduled transaction disappear. It would certainly appear we have found a root cause. Is there anything I can provide (logs, the saved file, etc) that would help the devs figure out what's doing it? I can make a copy of the Quicken file, turn it back on, and try to intentionally generate the fault again.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20487832#Comment_20487832

Thanks for coming back to share. I am happy to hear that the issue is resolved! If you could submit a problem report, that would be great. I will send this over to my team!

Let me know once you have done so!

dafarm1

Been using Quicken since 1995. By far, in the last 5 years these have been the buggiest. I've had this same disappearing act with scheduled transactions. Funny thing is, they would still show up under the "Projected Balances" graph, just not in the "Bills, Income & Transfers" (IF they were not past the scheduled date). I found this suggestion and now trying it. Thank you!

dafarm1

UPDATE….made all these changes, still have some Scheduled Transactions disappearing.

UKR

If working with the Bills, Income & Transfers view gives you grey hair, how about using Tools / Manage Bill and Income Reminders instead?
Let's see if you can locate the missing reminder there. What's its status, what's its next due date and what's its "Show in List" (x days before) value?

BTW, which one of the views in Bills, Income & Transfers are you using? Biller Name? Due Date, Due in ?? days? Stack View, Due in ?? days? Calendar view?