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Red notice flags don't disappear for the investment side of linked cash account

leishirsute

The red flags that display on the linked cash account and the partner investments account when a transaction is downloaded do not disappear from the investment account when the transaction is posted in the linked cash account like it used to do. Even though there is no other downloaded transaction for the account. In order to clear, I have to right click in the Account vertical bar section and toggle between Current and Ending balance, or restart Quicken. Then the flag disappears.

I have reported the problem.

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Comments

Quicken Alyssa

Hello @leishirsute,

Thank you for reporting this issue.

I have some follow-up questions for you:

How long has this issue been happening?
Did anything significant happen around the same time that this issue started?
- Quicken updates, computer updates, etc.
Where is your data file located?
Is your file being backed up/synced by any third-party services like Dropbox, OneDrive, or Carbonite?

Looking forward to your response!

leishirsute

@Quicken Alyssa

How long has this issue been happening?

I don't exactly know which version of Quicken this started but I know I definitely noticed it once I upgraded to version R66.23.

Did anything significant happen around the same time that this issue started?
- Quicken updates, computer updates, etc.

Yes. Update to Quicken R66.23. Also, it is during all the issues with Fidelity. Note that the problem account is a Fidelity account.

Where is your data file located?

It is located on my internal desktop drive.

Is your file being backed up/synced by any third-party services like Dropbox, OneDrive, or Carbonite?

I have been using SyncBackFree to backup my files for at least 5 years now without problems. It is a disk to disk backup copy program. It does not do a cloud backup.

I know this is basically a cosmetic issue. But it is an aggravation that did not previously occur.

Hope this helps

Quicken Alyssa

@leishirsute,

Thank you for following up.

First, I would suggest excluding your main data file from the SyncBackFree service, just to be on the safe side. It would be ok for it to be backing up your Quicken backup files, but it probably isn't worth risking damage to the file you are actively using.

After you have excluded it, I would then suggest validating your data file to help clear up any potential issues. To do this:

Save a backup.
Go to File.
Select Validate and Repair file…
Check the first box for Validate file.
Click Ok.

Once the validation has completed, it will produce a report of anything it has found/corrected. After this, use Quicken as you normally do and let us know if the issue with flags continues.

Thanks again!

leishirsute

@Quicken Alyssa SyncBackFree is not a continuously running service. It is a copy program I start when Quicken is not running. After it completes, the program no longer runs. Sorry if I wasn't clear about that. I suspect this issue is one of several reported that are related to linked cash accounts.

I do a Validate once a month and they have been without errors. Here's the one I did per your request:

[Tue May 05 11:18:12 2026]

File: "C:\Users\mdp\Documents\Quicken\mdp"

QDF:
Validating your data.
No errors.

QEL:
No read errors.

QEL:
All internal consistency checks passed.

[Tue May 05 11:18:39 2026]
Maximum security reference: 395, number of securities: 395.
Analyzing securities.
All security references are within the normal range.

Validation has completed.

Quicken Alyssa

@leishirsute,

Thank you for following up.

Due to the nature of this issue, it is recommended that you contact Quicken Support directly for further assistance, as they can walk you through troubleshooting steps in real-time and escalate the situation as needed. The Quicken Support phone number can be found through this link here.

Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday. Chat support is available at the same times, 7 days a week.

I apologize that I could not be of more assistance!

Quicken Alyssa

@leishirsute,

Just checking in, were you able to get this reported to our support team?

If so, how did that go?

Thank you!

NotACPA

I've observed the same issue re: my taxable brokerage account at Fidelity Investments, and the "linked cash account".

It's been going on for a couple weeks (not sure when started.

I'll try a Validate, and see if the issue repeats tomorrow.

leishirsute

HI, I reported it. But I think update R67.7 fixed it.

I had submitted a Report A Problem, so I didn't expect the support team to respond directly to me.

leishirsute

Update: R67.7 did not fix the problem. After downloading transactions, the linked cash account had a transaction that caused flags on the linked cash account as well as the investment account. When the transaction was accepted, the flag disappeared from the linked cash account but not the investment account even though the investment account had no downloaded transactions. Toggling the Ending Balance in the Account list, resets the flag.

Quicken Kristina

Thank you for your replies,

https://community.quicken.com/discussion/comment/20554662#Comment_20554662

Is the issue persisting?

https://community.quicken.com/discussion/comment/20554768#Comment_20554768

Does this happen every time transactions download? If not, what specific kind of transaction triggers this behavior?

Thank you!

leishirsute

@Quicken Kristina The issue persists for transactions downloaded to the Fidelity linked cash account. The red flag disappears if Quicken is restarted or the Ending Balance is toggled between Current and Ending in the Account List. It seems a cosmetic issue.

NotACPA

I, also, have noticed the red flag in the brokerage account going away if I restart Q. I'll try the toggle the next time I have a download into the account.