Deposits appear in Month to Date beyond current month

Question

Windows 11 Quicken Deluxe v65.29

I addressed this problem here in November 2025 and thought we had it solved by updating the Cloud Data File. However, recurring Deposits that are Newly entered are also repeating the same pattern. It's only with Deposits added to Bill & Income Reminders. I enter DEP, EFT, ATM, TXFR manually during the current month to keep the Month to Date info current on the Home Page.

Previously, it was suggested by Alyssa (Mod) to delete the Reminder, Update Cloud Data then re-enter the Reminder. That appears to work until "Auto Enter (number of days) in advance" is reached on various DEP transactions. I use 60 days on most of my transactions. I've repeated this process multiple times only to find it starts again, yet not right away. While the Cloud data had been refreshed, when doing any update or launching Quicken, the process is still filling-in the Check# box. I somewhat suspect when the ADD function in B&I Reminders is used. Income is treated as a "current" Deposit and entering DEP in Check# even when it should be blank.

Could this be a code issue or is there a setting change on my end?

Here is my original detail.

I have many transactions that are entered automatically 60 days ahead, a few include DEP in the Check# column, yet I don't want it to enter anything in that column. I use the data when viewing my Home tab, Home page that gives me Banking Account Details: Month to date. If transactions are auto entered out 60 days, the data isn't Month to Date. I have to delete DEP, but it repopulates with every 'Update Accounts' function and every launch of Quicken. I've tried numerous changes to the Memorized Payee tool for the Payees with this problem. Furthermore, I don't see anything in the B&I Reminders tool to correct this, either. I've looked at Preferences as well and don't see anything there to help.

How do I make it stop entering anything in the Check# column with 'Auto Bill and Income Reminders'?

UKR · Answer

https://community.quicken.com/discussion/comment/20534918#Comment_20534918

The Banking Account Details view in a Home tab's Classic View is the only view showing this much detail.

The only other view which can optionally show Current and Ending Balance is the Tools / Account List view.

Maximize the view and add or remove fields you'd like to see using the Options button at the bottom of the view.

Karen · Answer

UKR,

Are you using the HOME tab → HOME sub-tab for Banking Account Details: Month to date?

Do you have a different way to view all Month to date amounts for each banking account by Transaction type, with a Current Balance and an Ending Balance?

UKR · Answer

When a transaction has a positive amount, a deposit or refund, Quicken does like to put "DEP" into the Check# field, automatically.

As far as the Check# field is concerned … yes, one can use if for additional text, other than the ones that are preprogrammed. Other than the actual paper check number, I don't use it for anything else.