Bill & Income Reminder keeps returning after deletion

GaryR · November 13

I have a monthly transaction the keeps duplicating - appears three times! I've completely deleted all instances from the Bill & Income reminder window - then the next time I reopen Quicken three instances are back again! Why has it duplicated? And why can't I just delete it! I have many transactions set up this way - only this one keeps duplicating and returning after deletion.

UKR · November 14

Are you Syncing to Mobile/Web?
AND
do you actually use the Mobile app on your smartphone or the Quicken on the Web browser-based app?

The Sync process has been suspected of a number of weird happenings with Quicken. Could your problem be caused by Sync?

If you answer "yes" to the 1st question and "no" to the 2nd question, turn Sync off completely. You don't need it. The Sync process should only be used in conjunction with the Quicken app for Smartphones or the Quicken on the Web browser app. It cannot be used as a replacement for backing up and restoring your Quicken data file.
If you answer "yes" to both questions, try to Reset Sync so that the current cloud sync file is replaced with a fresh complete copy
Do note that a full Sync process may take many minutes to complete.

How to reset Sync to Cloud
• Log out of your mobile app, then do this on your desktop / laptop:
• Go to Edit / Preferences / Mobile and Web
• Click the "Reset your cloud data" link and follow the instructions until it is complete.
• Sync your desktop file to the cloud
• Now log back into your mobile app

How to turn off Sync to Cloud for the current data file
• Go to Edit / Preferences / Mobile and Web
• Change the Sync radio button and set it to OFF

GaryR · November 17

This is a desktop issue - nothing to do with the web.

Quicken Alyssa · November 17

Hello @GaryR,

Thank you for sharing your experience.

I have some follow-up questions for you.

How long has this issue been happening?
Where is your data file located?
Is your file being backed up/synced by any third-party services like Dropbox, Carbonite, or iCloud?

We can try validating your file, but be sure to save a backup first. Also, delete the bill reminder series once more.

To validate your file:

Go to File.
Select Validate and Repair file…
Check the first box for Validate file.
Click Ok.

Once that is done, close Quicken, wait a few seconds, and reopen it. Has the bill reminder returned?

Let us know how it goes!

Jim_Harman · November 17

This is a desktop issue - nothing to do with the web.

@GaryR We realize the issue you are seeing has nothing to do with the web. The problem @UKR describes occurs if you have the Sync to the Quicken Cloud option enabled, whether or not you actually use the mobile or web apps.

Do you have that option enabled? That will help us to know whether that might be the source of the problems you are seeing.

GaryR · November 17

Nope - it's not on at all. (referring to the Cloud option)

GaryR · November 17

I tried the validate & repair. It messed up a LOT of other things. So I'm going back to the original file - even though it continues to restore the old bill reminders. Can't "lose" all of the data that the validate trashed

Any other suggestions?

GaryR · November 23

I did finally do the validate & repair. It did NOT fix the issue. The recurring transactions have reappeared again! Any other suggestions????

markus1957 · November 23

Quicken appears to be syncing renaming rules, memorized payees and scheduled reminders even when sync is turned off. I'm seeing similar behavior, but it happens less often when sync is off.

Your best bet is to try the steps suggested by @UKR that you rejected. Cloud sync is the root cause of the issue. Turn sync On temporarily and do the reset. Then turn it off.

Quicken Alyssa · November 23

@GaryR,

Thank you for following up.

I did have some follow-up questions for you.

How long has this issue been happening?
Where is your data file located?
Is your file being backed up/synced by any third-party services like Dropbox, Carbonite, or iCloud?

Looking forward to your response.

GaryR · November 24

@Quicken Alyssa This has been happening for several months. The file is located on my hard drive - but is synced to OneDrive.

GaryR · November 24

@markus1957 - I didn't reject his suggestion - but I did confirm that I was NOT syncing to the cloud. So that was a non-issue as I wasn't doing it.

markus1957 · November 24

https://community.quicken.com/discussion/comment/20524027#Comment_20524027

Turning off Sync does not stop all syncing to the cloud. It may not stop any, it only prevents you from seeing it in the web and mobile apps. When you run OSU, much of your Quicken datafile is synced to the cloud or derived from the cloud data set.

Quicken Alyssa · November 24

@GaryR,

Thank you for following up.

Please exclude your active data file from the sync to OneDrive. Allowing other apps or cloud services to access the file you are actively using can cause data file damage. That being said, saving backups to OneDrive is totally fine.

Once you have excluded it, I think the next set of steps I would recommend would be advanced data file troubleshooting. Please check out this Support Article and apply the steps.

It is important to note that once a data file is copied, you will need to reestablish all of your bank connections. Also note that if anything goes wrong during this process, or you are unhappy with the results, you can always go back to your original file. To do this, you would go to File and select the second file listed at the bottom of the menu.

Let us know how it goes.

markus1957 · November 24

FWIW, when the Quicken data file is open, OneDrive now pauses syncing for the file and will not access the file until it is closed.

Adding- OneDrive still syncs the .dat files associated with the Quicken data file so I have excluded .dat files from syncing in OneDrive advanced settings. This prevents any conflicts between OneDrive and Quicken while the file is open.

GaryR · November 24

@Quicken Alyssa Thanks for the info. I am not interested in not having OneDrive in sync. I depend on that for my backups and do not want to have it done manually.

That being said, I don't understand why/how this happens with ONLY ONE memorized transaction! I have dozens out there and this is the only one. I've deleted that transaction completely - and it keeps coming back in multiples!

Guess I'm just stuck with it. I'm not going to disable OneDrive for that file.

GaryR · November 24

@markus1957 Thanks for your response - see my response to Quicken Alyssa above.

markus1957 · November 24

https://community.quicken.com/discussion/comment/20522898#Comment_20522898

Circling back here. Validation errors indicate the file is corrupted, especially when you say it messed up a lot of other things. The errors will only compound over time and get worse. If you want to get more specific about the "trashed" data, maybe we could help with some work arounds. The template copy and new data export/import features might be helpful in restoring the integrity of your data file.

GaryR · November 25

https://community.quicken.com/discussion/comment/20524154#Comment_20524154

@markus1957 I was wrong - it looked messed up - but it had just lost a few stock quotes, which made the investment values off. As soon as I reentered the stock prices - all matched up perfectly

Bill & Income Reminder keeps returning after deletion

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