Old, reconciled transactions being downloaded again from Capital One
Running Quicken Deluxe R16.14. build 27.1.16.14.
Quicken installed an update last week. Since then, every time I do a One Step Update, Quicken is downloading old transactions from 2017 that are already entered and reconciled in my copy of Quicken. I do not use Auto Download, so I must review every entry individually and select "Edit-Delete" to prevent these duplicate charges from being entered into the account for a second time. Deleting these for all my Cap One accounts (I have 6 of them) every time I run the One Step Update is taking me a lot of time - and is totally unnecessary!
I have been using Quicken since 1996 and am ready to pull the plug. I have been testing Fidelity's Full View feature to see if it will provide me the information I need without using Quicken. I am tired of having to fix things, especially duplicate downloaded entries, from a program that used to work seamlessly. Quicken is no longer providing me with reliable service for my accounts.
Any suggestions? None of my Quicken accounts will reconcile now - errors in the 10s of 1000s (i.e. -27,648 difference in checking, etc.) when reconciling so I cannot even rely on Quicken for accurate online balances! WTF?!!! I'm over this crap!
Quicken installed an update last week. Since then, every time I do a One Step Update, Quicken is downloading old transactions from 2017 that are already entered and reconciled in my copy of Quicken. I do not use Auto Download, so I must review every entry individually and select "Edit-Delete" to prevent these duplicate charges from being entered into the account for a second time. Deleting these for all my Cap One accounts (I have 6 of them) every time I run the One Step Update is taking me a lot of time - and is totally unnecessary!
I have been using Quicken since 1996 and am ready to pull the plug. I have been testing Fidelity's Full View feature to see if it will provide me the information I need without using Quicken. I am tired of having to fix things, especially duplicate downloaded entries, from a program that used to work seamlessly. Quicken is no longer providing me with reliable service for my accounts.
Any suggestions? None of my Quicken accounts will reconcile now - errors in the 10s of 1000s (i.e. -27,648 difference in checking, etc.) when reconciling so I cannot even rely on Quicken for accurate online balances! WTF?!!! I'm over this crap!
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Comments
How do you have Quicken Preferences for Downloaded Transactions set up?
And what is the Connection Protocol being used?
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
there seems to be various reports of this feature causing the mayham....
Express Web Connect for Capital One.
I would suggest that you contact Quicken Support:
https://www.quicken.com/support#contact-support
I normally use Direct Connect with PNC Bank and experience no problems. I do not use Express Web Connect for my Checking Account,
PNC Bank does not charge Customers for a Direct Connect Connection, provided they meet the requirements.
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
I had to reconcile my Cap1 checking 3 times to get it to match the online balance & had 3 separate balance adjustments (amounts were deposits of $21,205.24 & $2,257.41 and debit of $5.02). I had to reconcile my Cap1 savings account by a balance adjustment debit of $43,304.98. My Cap1 credit card required a balance adjustment debit of $537.98.
These amounts make me wonder what information was lost or modified in the account to affect those balances that much. Totally unacceptable but at least my balances match the online - but the integrity of the respective registers has been severely compromised. I am definitely dumping Quicken as soon as I can get things squared away to migrate to something else. Fuggetaboutit!
I would definitely not do Balance Adjustment, but would definitely look for errors and correct them. You might find unauthorized use. And I definitely enter Transactions manually and download transactions to match.
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
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And what are they going to do at this point to fix my issue? The account registers' integrity is already compromised. I don't think they are going to fix my registers.
We're sorry for the issues that this has caused; we're currently investigating this issue as a bug with the 16.4 release.
If you would like to be notified when this issue is resolved, please follow the announcement here: https://getsatisfaction.com/quickencommunity/topics/new-12-19-18-previously-reconciled-transactions-...
Thank you for your patience while we resolve this issue,
Quicken Kathryn
Community Administrator
And no, the latest patch doesn't fix the issue.
So, it's a new year and time to close the books on 2018. Problem is Quicken has not resolved the problem of transactions being deleted when doing a One Step Update. The latest patch still deletes almost a years worth of transactions. This results in all the missing transactions being flagged as "New" after the update. This is unacceptable. I rely on Quicken for managing my accounts and preparing reports that I use for tax prep. Please work quickly to resolve this.
Just installed the latest update (R17.6) and did a One Step Update. This update did NOT fix the issue where transactions are being deleted from my register. I get the same results as before. I'm very disappointed with the way Quicken is handling this. Is it possible to fallback to the 2018 version of Quicken?
Just received a notification from Quicken Sarah in the "Resolved 12/19/18:Previously cleared transactions appearing as "new" in Quicken for Windows 2019" thread indicating the latest patch R17, Build 27.1.17.6 has resolved the transaction deletion/New transaction issue. I just tried it out and it does not fix the issue. I still had transactions being deleted from my accounts and then appearing as NEW when I do a One Step Update. I am losing patience with Quicken and may begin to consider an alternative application. Quicken needs to get their act together.
When you Deactivated and Set up Now for Online Services for Express Web Connect Connections, it will always download some 90 days of past transactions.
And when you Reconcile your Register monthly, it will change the c in Cleared Transactions to R for Reconciled.
After you Reconcile the Transactions, any old Transactions, that get downloaded via Express Web Connect Protocol again, are labeled as New by Quicken.
I haven't had Quicken on its own, delete any of my Transactions.
What is your Connection method for the Registers, you are noticing that Quicken deletes Transactions in?
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
After the 2019 release, when I did the One Step Update, old transactions would be deleted from my account and then they would appear in the transaction download as New. Luckily I had a backup prior to 2019 so I was able to restore my data. Every time Quicken released a patch I tried it and got the same results.
What is your connection method listed in Account Overview? For the Registers being affected?
Have you tried running Quicken with your Quicken Data located here:
G:\My Documents\Quicken instead of on your Server?
My Documents is stored on a separate partition instead of on the same partition as the operating system's partition, thus making restoring the operating system, a snap using Acronis True Image. Don't need to worry about losing My Documents.
In other words, run Quicken with its Data Folder located within the Computer, itself, not on a server.
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
All the accounts affected are "Direct Connect"
My server is the main PC.
Both the Quicken application and the data file are on:
C:\Users\xxx\Documents\Quicken\
I also use Acronis for PC backups.
So, yes, I am already running everything locally.
My Main Account is also Direct Connect to my Bank and have not noticed any lost of Transactions.
Do you have a large Hard Drive that can be partitioned?
Mine:
As I have more than one operating system and can only use One operating system, at a time, I moved My Documents to its own partition, not part of any operating system, so if the operating system crashes and needs to be restored, I don't need to worry about losing any documents.
Plus I have multiple copies of My Documents Folders, having more than one computer.
My Email Store Folder is located in its own partition as well. I lose nothing.
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
I was having no problems with Quicken until the 2019 release was put out. Since then the problems I've discussed have occurred with both patch releases.
What I might do is blow away Quicken and re-install it. Not sure it will help, but you never know what remnants may still exist from previous versions.
Again, thank you for your help. If you do work for Quicken, I suggest this issue gets elevated to a higher level.