nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Reminders tab still disappears in linked cash account.

leishirsute

When transactions are downloaded into the Fidelity linked cash account, the Reminders tab disappears. This has been happening for a couple of years now.

[Edited - Readability/Removed partial account numbers]

Find more posts tagged with

Windows

Bill Reminders

Comments

Quicken Laura

Hi @leishirsute,

Thank you for sharing what you're experiencing.

To help me better understand the issue, could you please provide the following information?

Is this issue only affecting the linked cash account?
After you accept the downloaded transactions, does the Bills & Income Reminders tab reappear?
Does the brokerage account linked to the cash account display the Bills & Income Reminders tab?
Do you have any other linked cash accounts, and if so, do they work properly?

I look forward to your response. Thank you!

leishirsute

Hi,

Is this issue only affecting the linked cash account?

Yes. That is how it appears.

After you accept the downloaded transactions, does the Bills & Income Reminders tab reappear?

I have to accept the downloaded transactions, then restart Quicken and the Reminder tab will reappear.

Does the brokerage account linked to the cash account display the Bills & Income Reminders tab?

The brokerage account displays its investment Bills & Reminders tab.

Do you have any other linked cash accounts, and if so, do they work properly?

I only have the one linked cash account.

I submitted a new Problem report for this today.

Quicken Laura

Thank you for answering those questions and for submitting your log files.

Could you also let me know where your data file is located? To check, open Quicken, select File, and look at the bottom of the menu. The file with the check mark next to it is the one currently open. Please share the full file path shown there.

In the meantime, please try validating your data file. This process checks for errors and can resolve issues caused by file corruption.

Go to File
Select Validate and Repair File
Choose Validate File
Click OK

Once the validation is complete, the validate.txt log file will open in Notepad. Please review it for any unrecoverable transactions or errors that may require manual correction.

Let me know the results, along with the file path and any messages shown in the validate.txt log.

Quicken Laura

Hi @leishirsute,

Thank you for confirming that.

Have you already tried reunifying and then separating the cash account again? If not, please save a backup of your data file first, then follow these steps:

Open the linked brokerage account.
Click the Gear icon in the upper-right corner and select Edit Account Details.

On the General tab, set Show cash in a checking account to No.

Close and reopen Quicken.
Return to Edit Account Details > General, then set Show cash in a checking account back to Yes.

Close and reopen Quicken again, then update your account.

Please let me know if this resolves the issue or if you continue to experience the same behavior.

leishirsute

I did that after converting Fidelity to EWC+. But this problem existed years before the conversion. Also, changing from unlinked to linked cash account is very time consuming (at least an hour) with Quicken appearing to hang and sometimes creates transaction errors. I don't want to do that again.

Quicken Laura

Understood. Could you please test the account behavior in a new test file?

Note: Creating a test file will not affect your existing data file. However, you may want to create a backup before proceeding.

To create a new file:

Choose File menu > New Quicken File.

Select New Quicken File.

Click OK.
In the File name field, enter the name of the new file then click Save (Don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, don't add the .qdf extension; Quicken does that for you).
Sign in with your Quicken ID. If you are prompted to create a Quicken ID but already have one, click Sign In under the Create Account prompt.
Select if you want to use Mobile.
Click Add Account to start adding accounts to the new file.

Once completed, please let me know the results.

Quicken Laura

Thank you for providing that information.

To help us investigate this issue further, please report the problem through Help and submit your log files. This will allow us to forward the details to the appropriate team for further review.

To send your logs:

Open Quicken
Click Help
Select Report a Problem
Click Send to Quicken

Once submitted, please let me know. I look forward to your response!

(CTP-17464)

mshiggins

@leishirsute just wanted to advise you in case you have not run into the issue already, the Help | Report a Problem now apparently by default selects more log files than are allowed for a successful problem report submission. To bypass that issue, unselect any log files with OLD in their name.

@Quicken Laura I can confirm what @leishirsute reported, this issue of the Reminders tab disappearing in linked cash accounts has been occurring for a long time. I see it in my Q2017 and if memory serves, for several year versions before that.

Quicken Laura

Hi @mshiggins,

Thank you for the information about log files and for confirming you have also experienced this issue. I'll make sure to pass this information along to the proper team.

(CTP-17464)

Quicken Laura

Hi @leishirsute,

I’ve sent you a direct message with a few steps to try. Please check your messages in the upper-right corner.

Let me know how it goes or if you have any questions!