All Transactions Disappear after Update
All of my transactions have disappeared, twice now, after Quicken has updated. I am on a windows 11 computer and am running Classic version R56.9. It has literally zeroed out the balance on the register however, the correct amount still shows in the LH side of the page next to the account. All transactions are missing.. I have deleted and re-installed Quicken, performed a Validate and a Super Validate.
Answers
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@Spacerat do you have this issue with one, multiple, or all accounts?
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Filtered register? Unexpected register sort order? "Missing" data? Unusual Running Balance?
Did an unexpected mouse click mess up your register?
Could it be that your account register in Quicken is
- filtered to show only certain transaction types or
- sorted in some unexpected way other than by Date or
- limited to a certain Date Range or
- perhaps only showing the results of a search instead of "all transactions" or
- not scrolled all the way to the top or bottom of the register or
- shows an unusual, perhaps meaningless, balance?Filtered register?
Check the filter settings (on top of the register). Is the register filtered in any way to only show selected transactions? If so, click the Reset button to reset the filters.
To show all transactions in the register, the Filter settings should be:
"All Dates", "Any Type", "All Transactions".
Date Range filter selection excludes the dates you're interested in?
Check the Date Range filter to see if it prevents you from seeing the dates you're interested in. For example, a Date Range = "This Year" won't show you last year's transactions
Only Search results shown?
Is there any text in the Search box at the top of the account register?
If there is text and a (red) X, click the X to reset the register from showing only search results back to normal mode.
Unexpected Register sort order?
Is the register sorted in any way other than by ascending Date? Look at the register's column header ... which column header is highlighted and/or has the little black triangle?
About Register sort order:
For best results, your account register should be sorted by Date in ascending order.
Click a register column header to effect a different sort order by the clicked column. Click the same column header again to toggle between ascending and descending sort order. A small triangle next to the column header indicates the sort order: "▲" pointing up for ascending or "▼" pointing down for descending sort order.
For more Register Sorting Options, click the Account Actions gear icon then click Sorting Options. Review and work with the available sorting options to see what they do.
New transactions appear to go missing right after you save them?
For example, you are entering a number of back-dated transactions and they appear to disappear ... they're most likely above the currently shown transactions page in the register and you have to scroll up to see them. To keep them on the screen, Sorting Option "By Order Entered" will help keep these transactions on the bottom of the register, next to the new transaction entry line. Just don't forget to re-sort the register by Date when you're done.
Unusual Running Balance?
If your credit card register shows
- a Running Balance that is black (positive) when you're sure you're owing money to the bank and it should be red (negative), or vice versa,
- or it's showing an unusually high positive or negative amount,
- or it appears to be adding charges to the balance instead of subtracting from it
please verify that your account register is properly sorted by Date and not filtered.
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Multiple accounts
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All filters are clear. I literally watched the update and then all transactions disappear.
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@Spacerat - I have a feeling that the transactions are there in the data file, but either suppressed from showing, or there is a huge void in your registers, and the transactions might show up if you are able to scroll up or down far enough. What you describe sounds like data file corruption.
The obvious question is then what caused the corruption? Keeping your active data file on a cloud, USB, network, or external drive can easily cause data file corruption.
Nevertheless, if you haven't tried the "Copy File" process, that might be a good thing to try. That process is used in conjunction with the file validate, to clean up file corruption.
The only caveat to the "Copy File" process is that it creates a copy of the data file without online services. You will need to re-set up online services for all your accounts. But the Copy File process gives you a "fresh start" with a new data set ID.
First do a Validate and Super Validate on your current data file:
Validate:
- Go to File in Menu Bar
- Click Validate and Repair File...
- ChecK Validate File
- Click OK
- Close the Data Log
Super Validate:
- Go to File in Menu Bar
- Hold CTRL + Shift and click Validate and Repair File...
- Check Super Validate File
- Click OK
- Close the Data Log
Then create a new data file copy. All of your accounts will be disconnected from online services in the new file and will need to be reconnected again.
This "File Copy" process will clear all connections and give you a "fresh start".
- Make a backup of your data file.
- Click on File→Copy or Backup file.
- Choose "Create a copy or template", and then click "Next".
- On the next screen, leave all the defaults "as-is". Make a note of the copied data file name and location. Change the file name if you wish.
- After File Copy is done you will have a choice of going into the file copy or the original file. Choose the data file copy.
- Check your account registers to see if the transactions are now visible.
- If so, then proceed to reactivating online services for all accounts.
- Go the Account List, then "Activate" your accounts by clicking on "Add Account" at the bottom of the Account List window. The accounts will be activated by each financial institution, so you might not need go into each account.
- Go through the activation process, entering your user ID and password. When it comes to the "Add Account" screen where it lists all accounts, carefully link each account to the existing account on Quicken. It is critical that you double check every connection, even if the accounts are already linked. If any of your accounts use EWC+, there will be some additional authentication steps before you get to this screen on Quicken.
- After you have activated all your accounts, close and reopen Quicken, and do an OSU. If you get any errors, go to the account register and do an "Update Now", and then try an OSU again.
Please note that you can also reactivate your accounts by going into the "Online Services" tab in Account Details, but some users have found that that that doesn't always work for accounts using EWC+ that requires authentication from the financial institution.
Give these steps a try and see if it resolves your issues. Please let me know if you have any questions.
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