Transaction for my credit cards disappear after I save my account

seamushennessy

For the past three days, I've tried the following:

Fix and validate:

When I manually import the transaction from my credit card (they post to a new account created in Quicken (I didn't ask for a new account)).

When I move the transactions to the correct credit card and then close Quicken, when I reopen, the transactions all disappear.

I've gone to Edit, Preferences, and disabled mobile. I tried to fix and validate the account; nothing works. I'm a 15-year Quicken user, but the quality of Quicken is going downhill very fast, and I'm very frustrated by support issues every couple of months.

Quicken Carlos

Hi @seamushennessy,

Based on your description, it sounds like Quicken created a duplicate account instead of linking the imported QFX file to your existing account during the initial import.

I recommend checking whether the missing transactions are still in your data file, as transactions may have been moved between different accounts.

• Confirm that the Sort Order in the affected account register is set to Date by clicking the Date column header.
• If applicable, click the Reset button at the top of the register to ensure that no filters are applied.

• In the Account Bar, select All Transactions and search for the transactions you imported to see if they appear there.

• If you find the transactions in the wrong account, you can move them to the correct account:
  • Select the transaction(s).
  • Right-click and choose Move Transaction(s).
  • Select the correct account and click OK.

If the transactions are not present in All Transactions, I recommend deleting the duplicate account. Before deleting the account, I suggest creating a backup of your data file.

To delete the duplicate account:

• Go to Tools > Account List (or press Ctrl + A).
• Select the duplicate account and click Edit.
• In the Account Details window, click Delete Account.
• Type YES to confirm, then click OK.

Once the duplicate account has been deleted, download the transactions again in QFX format. When importing the file into Quicken, be sure to choose Link to an existing account so the transactions are imported into the correct account instead of creating a new one.

I hope this helps! Let me know how it goes.