New web version has duplicate transactions causing balance to be different than desktop
I went to the web and mobile versions after the release of q2019 version r14.23 and have discovered the balances on two of my checking accounts were out of balance. I have discovered two transactions that have caused one of the checking accounts to go negative almost $2,000. The actual transaction was one for $1,000, but that transaction has been duplicated twice. Since they were transfers, I can't delete them because I get the error message that quicken hasn't implemented that feature yet.
The web and mobile versions are entirely useless to me if I can't get this fixed. Open to any ideas
The web and mobile versions are entirely useless to me if I can't get this fixed. Open to any ideas
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Log out of Quicken Web.
On Quicken Desktop:
Edit -> Preferences -> Quicken ID, Sync & Alerts -> Reset your cloud data -> yes
Log into Quicken Web.
It should sync, and hopefully be correct now.
I'm getting very frustrated. I've used Quicken since the 1980's and it gets worse every year.
First go to the "Cloud Accounts" and note the Cloud Account Name, if not changed it should be the same as your data file name.
Next create a new data file: File -> New Quicken File -> OK
Sign in with the same Quicken Id, you can set Mobile data to off.
Select Add Account and then just cancel out of the next dialog.
Go to: Edit -> Preferences -> Cloud Accounts -> Cloud accounts associated with this Quicken ID(x)
That will take you to a dialog where you can delete the cloud data for the original data file.
From there you can switch back to the original file and if you do a One Step Update, your cloud account will be recreated.
After that you may or may not have to setup Quicken Mobile again, but hopefully it will at least not show "Get Started" when it is already setup.
However joy lasted for 12 hours. The next morning, not during download of transactions on the desktop, but during re-sync with web, two old (reconciled) transactions from Sep/Oct of this year appear as downloaded on the desktop version on my Capital One account and both the transaction and matching transaction had disappeared from the Chase account. So upon accepting and reconciling, desktop version comes back to matching balances with on-line. But now on the web version, the Chase one contains two duplicate transactions - effectively showing a lower than expected balance. Funny thing - can't delete them - but more interesting - on the web if I go to either transaction and say take me to matching transaction on Capital One - it points to the same single transaction on Capital One! So back to square one.
At this point, the web one seems completely unreliable and on top of it arbitrarily adds removes transactions on the desktop...
Am curious if QPW's joy lasted forever..
Am really hoping QUicken is working on a system fix for this.
I have never used Quicken Cloud/syncing on my real data file, only one use it for beta testing. The risk for damage to my data file (and go unnoticed, so that a backup wouldn't help) is just too great for me.
I don't actually need to see Quicken away from my Desktop, and what the sync does is too "hidden" for my tastes.
And I know too much of the history to use it. I'm amazed anyone uses it.
With that being said I have not seen the "Get Started" problem, but I have seen "strange transactions" duplicated in Quicken Web. I have also not seen where the sync wipes out transactions/account/budgets on the Desktop, but mostly attribute that to the fact that I'm not really using it in "full blown user mode" only "testing mode".
Thought I had this figured out and spent the last week on the road entering new transactions via the Web. Of course I come home, sync desktop, and NOT ONE single transaction I entered on the Web synced to the desktop.
The mobile version appears to be working correctly, just the web version.
This was handy for me when I am on the road, but looks like I'm going to have to abandon the web version.
I've even seen it change reconciled balances, often deleting or duplicating credit card payments from months or years ago. This seem to have something to do with payments made to accounts I decided not to sync online (because they're either very old and no longer in use, or they're unreliable Like Capital One which asks for for a code every time I refresh it)
Web Quicken is actually one of the best features you've introduced and allows me to do a lot of things on my iPad without having to boot my desktop PC, but I can't really figure out why it's so unreliable for me.