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Quicken One-step update is duplicating transactions / Version R66.18 Build 27.1.66.18

jtomalley

Since I updated to Version R66.18 Build 27.1.66.18, downloaded transactions during a one-step update are duplicated in my register instead of matching to the uncleared transactions that are already there.

It only happens if the transaction has been automatically entered via the calendar. Transactions I have entered manually match up fine.

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Calendar

download transactions

One Step Update

duplicate transactions

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NotACPA

What's the difference, in number of days, between the automatically entered txn and the downloaded counterparts?

Same question re: manual inputs.

Any particular financial institution or account, or all/multiple?

jtomalley

When the download item does not match an existing transaction in my register, sometimes the date is different, but it ADDS a new transaction entirely, and there is NO category on the downloaded transaction, the category is blank. If I manually match the downloaded transaction to the existing one that is in my register (due to automatically entering via the calendar), the new, blank transaction that was downloaded does not go away, I have to manually delete it.

I do not have this issue with manually entered transactions. For example, if I enter a transaction based on a bill I just paid or a receipt from a store, and a few days later when that transaction clears the bank and is downloaded during a One-Step update, the downloaded data automatically matches with the transaction I manually entered.

It's only happening with transactions that are automatically entered in the register from a scheduled calendar reminder. It is happening in ALL accounts.

CiwJKkan

I am having the exact same problem after the latest release, on R66.23 build 27.1.66.23. Quite an annoying issue trying to find all of the duplicates after each download.

CiwJKkan

It is also breaking transfers if they match a transaction, the transactions just disappear completely out of the target account. Have to take each transactions and change the category and then put it back to the account it should go to.

BarryGraham

This is happening to me too. Any time I have a scheduled transaction that automatically enters a transaction in Quicken, when I look at it after the transactions have been downloaded, the same transaction appears again, with a date a day later, and with no tag. It could be that the category is being changed too.

Quicken Anja

Hello All,

Thank you for taking the time to report this issue!

In order to look into this issue further, we request that you please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached.

It would also be helpful to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.

While you will not receive a response through this submission, these reports will help in further investigating the issue. The more problem reports we receive, the better. Please let us know once you have done so.

Thank you!

Randy 415

[CTP-16297]

They need logs to troubleshoot. Send a report. It has to do with Bill Reminders and Pending Transactions. When they match, a duplicate is created, generally without a category or a tag. (But I have occasionally seen it added with a Transfer account for the category.)

BarryGraham

https://community.quicken.com/discussion/comment/20541386#Comment_20541386

That is what I thought it appeared to be, but since American Express doesn't support Pending Transactions, and this is happening in my American Express accounts too, that cannot be the reason in this case (unless they are supporting them but not making them visible).

CiwJKkan

I submitted logs regarding this issue but since I extensively use reminders and transfers between accounts I really can't download anymore because the missing transactions is causing out of balances all over my accounts. Has anyone started looking into this at all? it is pretty bad, it is messing up my file. I haven't tried running a validate yet to see if it catches this mess that is getting created but I am going to do that in a little while. I was not able to include a sanitized file because my Quicken file is over 1 GB and it wouldn't upload.

BHaasie

Having the same issues. Uninstalled reinstalled revert from backup etc. Same issue. Very annoying

smart

Same issue - After 1-Step Update register transactions are duplicating - same transactions are showing in different accounts with same financial institution - Stifel Advisors after update to R66.23. I have no calendar entries.

smart

..or after OSU - transactions are not duplicated, but showing in incorrect account, this has worked fine for years.

Obviously the update messed things up big time -

and the yearly subscription rate is going up? Very Very annoying.

Quicken Anja

Hello All,

Thank you for reporting your experiences.

We want to clarify that CTP-16297 is considered a separate issue from the duplication and mis-categorization described here.

A new ticket has been created specifically for this issue (CBT-1067/CTP-16657). If you haven’t already, please submit logs via Help > Report a Problem with screenshots and, if possible, a sanitized file. These reports are critical to help the Quicken team investigate and resolve the problem.

Thank you for your patience!

ISFBob

Same thing here. I need to check every One Step Update to make sure Quicken didn't create a duplicate. Some transactions aren't duplicated, others are. I can't find any rhyme or reason to this.

BarryGraham

https://community.quicken.com/discussion/comment/20542378#Comment_20542378

Please read the previous post that addresses your issue and tells you what to do to help expedite a solution.

Randy 415

Cannot upload sanitized data file. Files too big. Please increase limits. (Like maybe 10 times the current size).

mrzookie

@jtomalley

@Quicken Kristina quoted your original post in another thread. See my response below and see if it makes sense to you:

What you've quoted sounds very similar to, but is not the exact same flavor of the issue I'm seeing. The OP, @jtomalley, said they see the problem when they enter transactions via the Calendar but when they enter transactions manually, they match fine. I never enter transactions via the calendar although I DO enter them via the Bill and Income Reminder list. Perhaps both methods are using the same code and that's wherein the problem lies?

Note that I am only seeing this with my Bank of America checking account. All credit cards and brokerage accounts are (as of now) matching as they should be, but come to think of it, in none of those cases do I enter manual transactions via the Bills & Income Reminders list. I have a transaction that should download tomorrow. I'm going to key it in rather than enter it from the list. I will let you know what happens.

I suspect the Bill & Income Reminders list/Calendar is the place to look for the source of the problem.

FTR - I'm running R66.18, Build 27.1.66.18 on WIN 11 (fully updated)

BarryGraham

https://community.quicken.com/discussion/comment/20543140#Comment_20543140

Mine was affecting bank and credit card (Amex).

gregorylu

I am experiencing exactly the same behavior as described by jtomalley on March 3. Manually entered Quicken transactions properly match incoming cleared transactions from One Step Update. Quicken transactions originating from Bill and Income Reminders do not. For those, One Step Update doesn't see the Q transaction it should match with, and duplicates it without category or memo info from the original. In my case this problem occurs in all of my financial accounts.

This problem has existed for a few weeks. I am running build 27.1.66.28.

gregorylu

Just a passing thought for Q developers… There has always been logic in One Step Update to NOT match a downloaded transaction with a Q register reminder prior to "entering" the reminder (still showing the "clock" icon). Could an accidental unintended logic change in that program now be preventing the match even after the transaction has been properly entered (clock-to-pencil)?

markus1957

https://community.quicken.com/discussion/comment/20544280#Comment_20544280

I am not seeing this issue with scheduled reminders entered into the register either manually or automatically. Based on screenshots in another thread describing a similar issue, it appears that those users have the Preferences for Downloaded transactions, "automatically add to register" enabled. I do NOT have these enabled and accept downloaded transactions using the Compare to Register (C2R) window at the bottom of the register screen. You might try disabling automatically add downloaded transactions to the register in order to see if it is a workaround until a fix is issued.

miklk

That is NOT it either as I do NOT use auto enter and do use C2R

I have been getting many duplicates in a datafile with SYNC off too.

Ref:

I do NOT have these enabled and accept downloaded transactions using the Compare to Register (C2R) window at the bottom of the register screen. You might try disabling automatically add downloaded transactions to the register in order to see if it is a workaround until a fix is issued.

BarryGraham

https://community.quicken.com/discussion/comment/20544358#Comment_20544358

I'm with you. Same issue. Don't have auto enter.

MRocke

Although I cannot recall the exact date this began happening, it's within the last couple of weeks.

I too am running R66.18, Build 27.1.66.18 on WIN 11.

I am entering transactions manually (most) and some by Bill & Income Reminders and some transactions I'm not entering at all, they show up as a result of the 1-Step Update such as Amazon purchases I didn't know my husband made. :)

I am not using the Calendar for any transactions at all.

1-Step Update is downloading transactions from my local Hometown Community Bank and Chase Bank (cc) and is downloading many of the same transactions each day, which I have already entered with a tag (single or split categories) and replacing the transactions with a new transaction, new name, and single or no tag category. For example, a check I wrote, manually entered on 3/7/36 has been downloaded & accepted on at least 3 separate days.

I've even noticed the 1-Step Update somehow removing transactions that were already cleared and reconciled, messing up my previous month's bank reconciliation.

After running 1-Step Update today (3/24/26), the top of my checking & savings accounts & Chase account register says "Last download March 4, 2026" which is inaccurate and I am definitely receiving downloaded transactions made well after March 4. Something in Quicken isn't updating after the downloads?

This is so frustrating. I welcome any suggestions on how I can clearly communicate this issue to Quicken. Just use the "report a problem to Quicken" and include logs?

~Meg R.

MRocke

Ugh. Today I have downloaded (again) the exact same transactions for the 5th or 6th time, plus some new ones. Quicken also decided to reach back about 6 months and re-download transactions again from my Target credit card.

When will this get fixed?

Quicken Anja

Hello All,

Thank you all for providing detailed information and examples about the duplicate transactions you’re seeing with One Step Update. The ticket is still open and being worked on. Our team is actively investigating it, but there is currently no ETA for a fix.

We appreciate your patience while this is being worked on.

Thank you!

Pat Cleary

I'm having same issue.

kdr42

I am having the same issue also - very frustrating - am almost ready to dump Quicken.

Quicken Anja

Hello All,

Thank you for the continued reports! We understand how frustrating this has been.

This issue is still actively being investigated under ticket CBT-1067/CTP-16657. At this time, we do not have an ETA for a fix, but our teams are working to identify the root cause.

If you haven’t already done so, please submit a report via Help > Report a Problem with logs and screenshots attached, and follow up to let us know you have done so. These reports are extremely helpful in moving the investigation forward.

Thank you for your patience!

MRocke

More reports submitted tonight for ticket CBT-1067/CTP-16657