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split transaction issues

acemasonboro

i keep having problems with my split transactions. sometimes i enter a whole list of split transactions and then after i save them and come back to that entry later, it is just a blank category with none of the split entries. in some other cases, i created a recurring transaction with split categories, and when it is time to enter the recurring transaction the next time, some of the categories are blank and the amounts are mixed up

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split transactions

Comments

Quicken Kristina

Hello @acemasonboro,

Thank you for sharing your experience. So that we can better assist you, please provide more information. When did you first notice this issue? Was there anything that happened around the same time, such a as a program/computer update or an unexpected program/computer shutdown?

Is your Quicken file located directly on your local hard drive? Is it synced with any cloud service, such as OneDrive, iCloud, or Dropbox?

Do you sync your Quicken file with the Quicken Cloud? You can check this by navigating to Edit>Preferences>Mobile & Web. If it shows Sync is on, that means you're syncing with the Quicken Cloud.

Is this issue impacting just one account, or multiple accounts? Is this impacting only split transactions associated with paycheck reminders, or is this impacting all split transactions?

I look forward to your reply!

acemasonboro

first noticed about 2 months ago.

No known "happenings" about same time as issue beginning.

Quicken file on local hard drive using Quicken Classic Premier.

I have not synced with Quicken cloud in at least a year (because when I did, that scrambled/shuffled entries in a lot of the split transactions), however that folder does get backed up using OneDrive.

This happens primarily with two checking accounts because that is where most splits occur.

It happens with paycheck reminders and it happens when trying to enter a current split transaction using the same Payee and split categories that I have been using for many, many years on a monthly basis. E.g., just now, I went to pay a Payee that has split categories, when I enter the payee name and select it from the memorized payee list and after selecting it, the category comes through blank even though all dozens of previous entries with this payee have all been splits. Another example is after noticing the blank category and splits not coming through, I copied a prior transaction, edited all the splits accordingly, and then when I saved it, it blanked the category and removed all splits.

acemasonboro

Correction: - when I close Quicken, it does sync with Quicken Cloud.

Quicken Kristina

Thank you for your reply,

The additional information you provided makes it sound like a file specific issue, since the data is changing as soon as you save it.

I suggest that you try validating your data file. Please save a backup file prior to performing these steps.

Validate:

File
Validate and Repair File...
Validate File
Click OK
Close the Data Log
Close Quicken (leave it closed for at least 5 secs)
Reopen Quicken and see if the issue persists.

If the issue persists after you have validated the file, then please restore a backup from before the issue started.

Also, you mentioned that the folder your Quicken file is in gets backed up to OneDrive. Are you making sure OneDrive is paused when you are using your Quicken file?

Please let me know how it goes!

Quicken Kristina

Hello @acemasonboro,

I haven't seen a response in a while. Do you still require assistance?

Thank you!