Mobile Sync corrupts some future split transactions

Allan Richardson

I use income-date-grouped future split transactions to schedule bill payments (manual and automatic). For each interval between income events (e.g. paychecks or Social Security), I create a split transaction dated the day before the interval expires, and I add the bills/expenditures by due date to the split transaction (for simplicity, all are type "Misc"). I keep a text file with the same information, and when I pay a bill, or it gets paid automatically, I delete it from the split where it appears, and insert it into the split where it is due again, keeping two months ahead, and deleting old splits when they become empty.

This process works as long as I TOTALLY DISABLE Mobile Sync, which is the case right now. Whenever I DID have it enabled, the next time I opened Quicken (usually the next morning), those split transactions occasionally got corrupted in various ways. Sometimes the items were only sorted (which makes them wrong, to me, because I keep them in due date order). Sometimes one item would get duplicated over another item, deleting it, which usually altered the total. Sometimes a block of items would get duplicated (at random) over/between other items. Comparing the items to the text file, one by one, I would have to insert and delete items, copy/pasting the descriptions and amounts from the file for inserted items, BEFORE checking against downloaded or manually entered transactions for the day (both were manually inserted as new, separate transactions with the current date before editing the future splits).

I have been told that this is a high priority item that has been known for a few years and is still in progress. I would be happy to offer my assistance, by appointment, to the development team, to test fixes and document the differences in various situations. Using a sanitized copy of my active file, of course. I have 30+ years experience as a mainframe online programmer (mostly CICS) and did my own testing before submitting programs for acceptance testing. The team can reach me by my Quicken ID profile contact information.

Anyone else have a similar problem, and have details they can share?

Quicken Jasmine

Hello @Allan Richardson,

Thank you for reaching out and sharing this information!

We appreciate the thoroughness and the offer for assistance.