I've asked about this previously and received a nonsensical answer. Since then, I've tried changing the number of days from 7 to 2 to 0 and nothing changes. The entry always appears 12 to 14 days before the due date.
Windows 11 R69.25
Hi @dlk,
Thank you for sharing the details of what you’re experiencing and the troubleshooting steps you’ve already tried.
I wasn’t able to reproduce the error on my end. However, I noticed that you previously reported the same issue, so I understand this has been occurring for several months.
To help us narrow down the cause, could you please confirm the following?
If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.
I look forward to your response and appreciate your help with these details.
No exact date. I started using when KEYBANK changed its connection to WEB Connect. At least 3 years. When I first noticed it, I checked here to see if it was a known issue and continued off and on until I started the discussion last November.
D:\Stores\Quicken 2026\QDATAMNY 2026 R-69-25
Both.
Is that reminder, by any chance, linked to a Bill Manager Quick Pay or Check Pay transaction? I've seen specific discussions about Duke Energy and Quick Pay not working …
I recommend giving up on paying Duke with Quick Pay. Unlink the Quick Pay transaction from the reminder. Go to Duke's website and authorize them to use their Autopay system, to make automatic ACH debits from your checking account or a credit card on Due Date. When you get notified by Duke that a new statement is available record the reminder (which should be set to "Remind ~21 days in advance") with the correct amount.
Duke has nothing to do with this. I don't use QuickPay. That's just an example I chose for the screenshot of an Auto Enter you requested. I could have easily chosen one from Income & Transfers.
Thank you for sharing those additional details.
Would you be willing to test the reminders in a new test file? This will help us determine whether the behavior is specific to your current data file or potentially related to file corruption.
Note: Creating a test file will not affect your existing data file. However, you may want to create a backup before proceeding.
NEW FILE
Once you’ve had a chance to test the reminders in the new file, please let me know how it goes. I appreciate your cooperation with this!
Yes, it works in the test file.
Hi @dlk, Thanks for trying the steps provided by @Quicken Laura and for sharing the results. It’s helpful to know that the feature is working as expected in a test file.
Since the issue does not occur in the test file, the behavior appears to be specific to the main data file. I also noticed that your main file is currently stored on the D: drive. As a next step, I suggest moving the file to your local C: drive.
To move the file:
Once the file has been moved to the local drive, I also suggest validating the file:
In the log file, review for messages such as:
After completing these steps, please test the auto-enter setting again and let us know whether the issue persists. I look forward to your reply!
No errors found after move.
What is the reasoning for the move? Previous repairs have always found problems if there were any. All my data files are on D as C has limited space by design. Could the size of the file be a problem?
I will try the move though.
The suggestion to move the file to the C: drive was mainly in case your D: drive is an external drive or is syncing with a cloud service. Either of these situations could affect file performance and potentially lead to file corruption over time. However, if your D: drive is an internal drive, there’s no problem keeping your files there.
Also, when you say "no errors found after move", do you mean that the issue has been resolved? Or did the validation complete without finding any errors after moving the file, but the original issue is still occurring?
Validation found no errors. I tested a copy not the working file. I've validated the working file several times regarding this matter and never found any errors. The drive is internal and does not sync with a cloud service.
Thank you for clarifying that, @dlk.
Since the test file is working correctly, while the original file continues to behave incorrectly when scheduling a transaction to be automatically entered using the same settings, this indicates that the issue is likely specific to the data file rather than a setting.
I’d suggest moving your information from the copy/original file to the new data file. Before doing so, please make sure to create a backup of your original file.
Steps to Export a .QXF File
Steps to Import a .QXF File
Note: After importing, you may need to perform some manual cleanup and reestablish your account connections.
Please let me know how it goes!
@dlk have you tried deleting and recreating one of the problem reminders?
Just checking in; we haven't heard back from you in a while.
Do you still need assistance?
Thank you!
Yes. The transfer didn't go very well, though. A lot of transfer errors. Random double entries, entries moved to different accounts, lost all investment lot info. The log said there were too many- more than 49- to transfer, etc. Took a long time to correct. Probably the worst part is my mortgage's length lost 154 months (360 to 206) that were replaced with a balloon payment, although the length is still set to 30 yrs. Don't see any way to correct that. Corrected the timing problem alright, but hardly worth the time & effort.
If there's no solution to the balloon payment, I'll have to go back to the original file.
[Edited - Readability]
Thank you for getting back to us. I’m sorry to hear that you’ve been having trouble with the import.
Could you please confirm whether your mortgage account is connected to the financial institution for automatic downloads, or if you enter the payments manually?
Thank you, and I look forward to your response.
I believe it's called Off-Line in the Mortgage Set-up. The Reminder calculates the P&I as a Scheduled entry. I still check it every month for small discrepancies. The original didn't have any problems before the Export/Import.
@dlk Since the mortgage account is set up as Offline and the mortgage payments are generated by a scheduled reminder, I’d like to check one thing before suggesting any further changes.
Do you still see the mortgage payment transactions in the checking account after the QXF export/import?
If so, are those payments still showing as withdrawals from the checking account, but no longer transferring to the mortgage account? If they are, we may be able to correct the transactions by changing their category/transfer to the mortgage account rather than rebuilding the mortgage history.
Please don’t delete or recreate any of the payments yet. If you can confirm whether the checking-account transactions are still present, we can determine the safest way to restore the mortgage information.
They are actually transfers from savings to the mortgage at the bank and no, they still show as transfers to the mortgage {Home Loan} account in Quicken. They also appear in the payment details.
Sorry, that was a bit confusing.
Yes, the transactions are there.
Yes, they are withdrawals from the account and they are transferring to the mortgage.
Thank you for your replies,
To clarify, are the reminders correct? If not, what information is incorrect?
When you say it lost 154 months, do you mean the payment details lost that much history and then used a balloon payment to correct the discrepancy? Does that balloon payment have any impact on your other accounts?
Sometimes reminders get corrupted and no longer function like they should. When this happens there is often nothing that can be done to "fix" them short of deleting the affected reminders and then creating them from scratch, again.
BTW, I have occasionally experienced reminders doing the same thing: Not automatically being entered into the register when they are supposed to be. Sometimes they simply wouldn't enter at all and other times the number of days prior could be changed in the reminder settings but they would still only be entered per the pre-change settings. In all cases for me, deleting those affected reminders and setting up new ones resolved the issue.
So, as @mshiggins had asked earlier: Have you tried deleting the problematic reminders and then created new reminders to replace them?
I wasn't very clear about that Kristina.
I've made 84 payments of 360 leaving 276 remaining.
After the export/import the remaining payments were reduced to 206 with the last 70 payments being replaced with a balloon payment. Also, the interest rate was rounded from 3.875% to 3.88%.
To: mshiggins-
No, I haven't.
I wish I'd seen that before going thru the new file transfer. I will be trying it tomorrow.
Thanks for the tip.
