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Downloaded Transaction list returns to the top of the list

wrb

I am running Quicken Classic Business & Personal for Windows, version R60.20.

In a recent Quicken update, the Downloaded Transactions display returns to the top of the list after a transaction has been processed. Thus, if you have 5 or more transactions in the list, and you have processed the 4 transaction (or higher), you must scroll the Downloaded Transactions list to see the "next" transaction to be processed.

Does anyone else find this frustrating?

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Add/Edit Transactions

Windows

download transactions

Comments

Quicken Jasmine

Hello @wrb,

I understand how this could be frustrating, especially with the constant scrolling required to find the next transaction to process.

To help clarify, have you noticed if this issue started after a specific update or if it has been happening consistently since the update to version R60.20? Are you processing transactions manually or using auto-match, and does the behavior occur with all types of transactions or just certain ones? Additionally, have you tried adjusting the settings in the Downloaded Transactions section, such as sorting the list or using filters, to see if that helps prevent the list from jumping to the top?

Let me know what you observe, and I’ll help further investigate.

wrb

Hi Jasmine,

Thanks for responding. I do not remember the exact update, but it probably started late last year, or early this year. Since transaction updates take a long time (>30s) for a few days following an update before returning to normal (<5s). I tend to not update Quicken as soon as a new update is available.

FYI, I tend to process transactions separately, especially, stock transactions instead using the "Accept All" feature. This way I can better choose the tax lots associated with a closing transaction.

I am not sure what you mean by "… adjusting the settings in the Downloaded Transactions section, such as sorting the list or using filters …". I have attached the "Downloaded Transactions" preferences window that I see.

Thanks again.

mshiggins

There has been a couple prior posts about this issue:

https://community.quicken.com/discussion/7958533/downloaded-investment-transactions-do-not-scroll-down-have-to-manually-scroll

https://community.quicken.com/discussion/7957991/register-screen-scrolls-up-instead-of-down-when-saving-a-transaction

Quicken Jasmine

https://community.quicken.com/discussion/comment/20475544#Comment_20475544

I do apologize for the miscommunication, I was referring to the register settings and not the downloaded transactions settings. Thank you for also providing more information. Have you attempted this troubleshooting step brought up by another user regarding this issue? It is within the threads that @mshiggins linked, however, you can also find it here.

UKR

The Downloaded Transactions Tab has a button, "Hide Accepted" (see image).

It becomes active after you have accepted the first transaction.
Have you clicked it to remove accepted transactions from the list view, to reduce clutter? Does it help with your reported scrolling issue?

Quicken Jasmine

Hello @wrb,

We haven't heard from you in a few days. Are you still needing assistance?

Let us know!

wrb

Sorry, I have been dealing with other issues. I have not clicked on the hide accepted. While that is a great idea it probably will not solve the issue - it would definitely help with bank and credit card transactions which I process chronological. Unfortunately, I process investment transactions alphabetically and then chronologically.

Quicken Jasmine

Hello @wrb,

Thanks for reaching back out to update us.

Have you attempted the steps provided by another user in this thread regarding the same issue? @mshiggins previously linked two threads where users were experiencing the same issue as you.

Let me know!

wrb

Hi Jasmine,

First, it turns out I do not have the "Hide Accepted" transactions button on my version of Quicken. Is there a setting for this?

I completely read the thread from @mshuggins, but none of the proposed solutions will work. As mentioned is that thread, this is a Quicken issue that started a few updates ago. Regarding the workarounds suggested:

Windows 10 compatibility mode - Does not apply, as I am still running Windows 10

Increasing the size of the downloaded transaction section - I already do that and the window still does not scroll when you get to the 1st unaccepted transaction that is beyond the viewable section.

Thanks.

UKR

The Hide Accepted button only appears when you have freshly downloaded transactions in the Tab area and at least one of the transactions has been accepted (see my image above).
Once you press Hide Accepted it'll change to Show Accepted so you can toggle the view mode.
When you're done accepting all transactions and/or when there are no transactions in the Tab area, the button disappears.

Quicken Kristina

Thank you for your reply,

The Hide Accepted button shows up in banking account registers (with auto-entry turned off), but when I tested, does not show up in investment account registers (with auto-entry turned off).

I can see in the other discussions linked above that several other users confirmed that they were seeing the same issue, and that it started after a recent update. I forwarded this issue to the proper channels for further investigation and resolution. Please navigate to Help>Report a Problem and send a problem report with log files attached to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience!

Thank you.

(CBT-593)

wrb

Does Quicken have an eta when this issue will be fixed?

Quicken Anja

Hello @wrb,

https://community.quicken.com/discussion/comment/20481796#Comment_20481796

Quicken's product development teams do not provide an estimate of when fixes/resolutions will be completed and released. However, the ticket is still open and being worked on.

Thank you!