Quicken Web version = can't mark some transactions as 'reviewed'

PK2K
PK2K Quicken Windows Subscription Member ✭✭✭
edited September 19 in Errors and Troubleshooting (Windows)

Monthly Social Security checks have been entered as 'paycheck' type transactions. In the desktop version, they all have been 'matched' and show as either cleared/reconciled plus don't have a blue dot in the 'status' column.

In the Web version, I filtered to see which transactions are 'Not Reviewed' under the advanced filters and I was able to then 'check' most of the transactions. However, when I try to mark the Social Security deposits as 'Reviewed' I receive a message that 'Paycheck Can't be edited.' What's interesting is that 1) They are deposited into 2 different bank accounts/2 different payees; 2) two of the transactions are recent (June & July 2025) and one is from 2021. All of the other similar transactions show as 'reviewed'

Suggestions? Thanks

Screenshot 2025-08-15 - Review Issue 01.jpg
Screenshot 2025-08-15 - Review Issue 02.jpg
Screenshot 2025-08-15 - Review Issue 03.jpg
Tagged:

Best Answers

  • PK2K
    PK2K Quicken Windows Subscription Member ✭✭✭
    Answer ✓

    Thanks for your help/Closing this question now as have decided to skip using web/mobile Quicken since 1) investment portfolios are only 'summary'; 2) too many issues still to resolve with my data and 3) takes way too long now to run a one step update - i.e. typically only minutes vs now with cloud sync typically closer to 20 minutes.

  • PK2K
    PK2K Quicken Windows Subscription Member ✭✭✭
    Answer ✓

    Thanks :)

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @PK2K,

    Thanks for providing the details! A few questions to help us understand what’s happening:

    • Are the Social Security transactions in the Web version linked to a downloaded bank transaction, or were they manually entered?
    • If you try logging out and back into the Web version, does that change the behavior?
    • What, if any, troubleshooting have you already tried so far?
    • When did you first notice this issue started?

    Check back and let us know! Thank you.

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • PK2K
    PK2K Quicken Windows Subscription Member ✭✭✭
    1. originally manually entered (via reminder transaction) and then 'matched' with the bank download
    2. no change
    3. have done a full web data reset
    4. only started using web recently & had to do a full reset. Noticed as soon as initially tried to fileter to 'not reviewed' to see what transactions needed attention
  • PK2K
    PK2K Quicken Windows Subscription Member ✭✭✭
    Answer ✓

    Thanks for your help/Closing this question now as have decided to skip using web/mobile Quicken since 1) investment portfolios are only 'summary'; 2) too many issues still to resolve with my data and 3) takes way too long now to run a one step update - i.e. typically only minutes vs now with cloud sync typically closer to 20 minutes.

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20504703#Comment_20504703

    Thanks for the update and for letting us know your decision. I completely understand—managing investment portfolios and dealing with sync delays can be frustrating. I appreciate you giving Web/Mobile Quicken a try, and I hope that your Quicken experience remains smooth on Windows.

    If you ever decide to revisit Web/Mobile in the future, please don’t hesitate to reach out—we’re always here to help!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

  • PK2K
    PK2K Quicken Windows Subscription Member ✭✭✭
    Answer ✓

    Thanks :)

This discussion has been closed.

Categories