2 QUESTIONS

Question

*  For some reason lately my Quicken has been screwing up my accounts.  It seems more when I was syncing with my cloud account, so I turned that off.  I'm going to let it run a while without the sync on and see what does.  I thought there use to be some type of repair option in the help menu but now I can't find that.
* I have an investment account with Voya that is all messed up.  I'm not sure how I can go about to correct it since I'm not sure what type of entries to enter.  I don't want to delete it because it will mess up my checking account where the payments are coming from.

Any help would be greatly appreciated.

Thanks.

q_lurker · Answer

@Retiredrick I would be inclined to leave the scrambled Voya account in place, but deactivate it for online access and downloading, and effectively retire it.  I am not a fan of closing accounts within Quicken since that action cannot be undone, but others have found that action workable.  YMMV.  I am assuming there is some worthwhile data in the existing Quicken account, though it may take some perseverance to find it.

With that account out of the way I'd then create a new, clean Voya account to go forward with.  You might be able to fill in all of this year's activity or perhaps start July 1 with this new account.  This lets you start fresh and perhaps manage the information better.

splasher · Answer

If you were to delete the transactions, not the whole account, the other half of the transfers from checking to investment would be deleted.

BUT, if you delete the investment account completely, the checking account transactions will NOT be deleted and the category will have been changed to indicate it used to be connected to a now deleted account.

You can test this yourself by first making a backup of your Quicken file, do the account deletion and check on the checking account transactions.  If you decide to not go forward with the account deleted, just restore the backup you just made.  You need to make that decision right after making the backup since any other changes that you might make will be lost if you do the restore.

Quicken Laura · Answer

Hi @Retiredrick,

Thank you for reaching out and for sharing what you're experiencing.

Quicken has a Validate & Repair tool under the File menu that can help identify and fix potential file corruption. Before running the validation, we recommend creating a backup of your data file.

To better understand the issue with your investment account, could you provide a bit more information?

* Is the issue related to the cash balance, security values, or something else?
* Do you typically download transactions from your financial institution, or do you enter them manually?
* When did you first notice the problem with the investment account?

The more details you can provide, the better we can help troubleshoot the issue.

I look forward to your response.