Having Problems with my splits and scheduled transactions

Dave Unger
Dave Unger Quicken Windows Other Member ✭✭
edited November 4 in Errors and Troubleshooting (Windows)

I'm running Quicken Classic Deluxe v. R64.30 and I seem to have two recurring problems.

  1. In my split transactions, Quicken will randomly reorder the individual categories, apparently in alphabetical order, without reordering the associated amounts. The total amount remains correct, but the categories now have the wrong figures.
  2. I have two scheduled transactions that I no longer need. Even though I've repeatedly deleted them, Quicken insists on putting them back. This has been going on for over a month.

Any suggestions on fixing these issues would be greatly appreciated. Thanks!

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Please go to Edit > Preferences > Mobile & Web and look at the setting there. Sometimes the Sync setting gets turned on when you install a new version of Quicken, and this can cause problems with split transactions.

    Is the slider in the left (Off) position?

    If not, move it to the left, repair the splits in the Memorized Payees and/or Reminders, and see if the problem goes away going forward. If you do not use the companion apps or Quicken on the Web, you can leave this setting turned off.

    QWin Premier subscription
  • markus1957
    markus1957 Quicken Windows Subscription SuperUser, Windows Beta Beta

    The issue is only happening with reminders that contain splits. Unfortunately, the cloud still gets involved for renaming rules and bill & income reminders (including paycheck reminders) whether Sync is On or Off. You can see this in the cloud sync log. The cloud is storing corrupted reminders and even after fixing them once you run OSU, it will corrupt them again.

    I was able to finally get mine straightened out but I do not know exactly what order of steps resolved the corruption. After repairing the reminders and before running OSU, did a super-validate and closed the file. The super-validate log indicated reminders were corrected. Then I deleted my cloud file (you need to do this while open in a different file) for the problem file. Then I opened the problem file and reset the cloud file. Sync has to be On for this but you can disable all accounts from syncing. Then I super-validated again to verify there was no more corruption in the reminders.

    Prior to doing all this, I could reliably corrupt my reminders after OSU. I know super-validate alone does not fix the issue. So getting rid of the cloud file and starting fresh seems to be the key.

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