Red Flags only on Investment Accounts with Online Setup and Automatic Entry = Off

ag_abhishekgupta

All my investment accounts with Online Setup to download transactions and Automatic Entry = Off, show a red flag with "You have 3 transactions to review" message - but no transactions showing up in Downloaded Transactions pane.

When I set Automatic Entry = On, three transactions get automatically added to the account:

10/16/2024 MiscExp for $-84.99

10/18/2024 MiscExp for $84.99

10/20/2024 MiscExp for $9.99

These are some random transactions - which I have to delete manually.

Next time I open Quicken, the same thing happens. This is getting very annoying.

I have already tried Super Validate with no luck. Seems these transactions are stuck in a common downloaded transactions table as the same transactions are showing up in all the accounts. Weird.

CaliQkn

@ag_abhishekgupta -

Persistent red flags in Quicken can be frustrating, but there are a few other things you can try to resolve them:

1. Check for Pending Transactions – Go to Tools > Online Center and check the Transactions tab to see if any pending transactions are causing the red flag.
2. Reset Cloud Sync – If you use Quicken Mobile, resetting the cloud file without syncing first and then turning off sync might help.
3. Check Online Billers – If you have online billers set up, make sure there aren’t any pending bill payments causing the flag.
4. Reinstall the Quicken Program - this is an easy way to fix some issues without affecting your data file.
5. Make a copy of your Quicken Data File - this is not the same as making a copy of your file. It is a file copy process within Quicken. Doing this might clean up some file corruption and allow you to have a "fresh start" for your online connections. The only caveat is that you will need to re-setup all your online connections for all your financial institutions in the new file. Go to File→Copy or backup your file, and then choose "Create a copy or template". Follow the prompts until the copy of your data file is created.

Please be sure to make a backup of your data file before attempting any of these troubleshooting steps.