Quicken One-step update is duplicating transactions / Version R66.18 Build 27.1.66.18
Since I updated to Version R66.18 Build 27.1.66.18, downloaded transactions during a one-step update are duplicated in my register instead of matching to the uncleared transactions that are already there.
It only happens if the transaction has been automatically entered via the calendar. Transactions I have entered manually match up fine.
Answers
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What's the difference, in number of days, between the automatically entered txn and the downloaded counterparts?
Same question re: manual inputs.
Any particular financial institution or account, or all/multiple?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
When the download item does not match an existing transaction in my register, sometimes the date is different, but it ADDS a new transaction entirely, and there is NO category on the downloaded transaction, the category is blank. If I manually match the downloaded transaction to the existing one that is in my register (due to automatically entering via the calendar), the new, blank transaction that was downloaded does not go away, I have to manually delete it.
I do not have this issue with manually entered transactions. For example, if I enter a transaction based on a bill I just paid or a receipt from a store, and a few days later when that transaction clears the bank and is downloaded during a One-Step update, the downloaded data automatically matches with the transaction I manually entered.
It's only happening with transactions that are automatically entered in the register from a scheduled calendar reminder. It is happening in ALL accounts.
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I am having the exact same problem after the latest release, on R66.23 build 27.1.66.23. Quite an annoying issue trying to find all of the duplicates after each download.
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It is also breaking transfers if they match a transaction, the transactions just disappear completely out of the target account. Have to take each transactions and change the category and then put it back to the account it should go to.
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This is happening to me too. Any time I have a scheduled transaction that automatically enters a transaction in Quicken, when I look at it after the transactions have been downloaded, the same transaction appears again, with a date a day later, and with no tag. It could be that the category is being changed too.
Barry Graham
Quicken H&B Subscription0 -
Hello All,
Thank you for taking the time to report this issue!
In order to look into this issue further, we request that you please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached.
It would also be helpful to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.
While you will not receive a response through this submission, these reports will help in further investigating the issue. The more problem reports we receive, the better. Please let us know once you have done so.
Thank you!
-Quicken Anja
Make sure to sign up for the email digest to see a round up of your top posts.0 -
[CTP-16297]
They need logs to troubleshoot. Send a report. It has to do with Bill Reminders and Pending Transactions. When they match, a duplicate is created, generally without a category or a tag. (But I have occasionally seen it added with a Transfer account for the category.)
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That is what I thought it appeared to be, but since American Express doesn't support Pending Transactions, and this is happening in my American Express accounts too, that cannot be the reason in this case (unless they are supporting them but not making them visible).
Barry Graham
Quicken H&B Subscription1 -
I submitted logs regarding this issue but since I extensively use reminders and transfers between accounts I really can't download anymore because the missing transactions is causing out of balances all over my accounts. Has anyone started looking into this at all? it is pretty bad, it is messing up my file. I haven't tried running a validate yet to see if it catches this mess that is getting created but I am going to do that in a little while. I was not able to include a sanitized file because my Quicken file is over 1 GB and it wouldn't upload.
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Having the same issues. Uninstalled reinstalled revert from backup etc. Same issue. Very annoying
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Same issue - After 1-Step Update register transactions are duplicating - same transactions are showing in different accounts with same financial institution - Stifel Advisors after update to R66.23. I have no calendar entries.
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..or after OSU - transactions are not duplicated, but showing in incorrect account, this has worked fine for years.
Obviously the update messed things up big time -
and the yearly subscription rate is going up? Very Very annoying.
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Hello All,
Thank you for reporting your experiences.
We want to clarify that CTP-16297 is considered a separate issue from the duplication and mis-categorization described here.
A new ticket has been created specifically for this issue (CBT-1067). If you haven’t already, please submit logs via Help > Report a Problem with screenshots and, if possible, a sanitized file. These reports are critical to help the Quicken team investigate and resolve the problem.
Thank you for your patience!
-Quicken Anja
Make sure to sign up for the email digest to see a round up of your top posts.0 -
Same thing here. I need to check every One Step Update to make sure Quicken didn't create a duplicate. Some transactions aren't duplicated, others are. I can't find any rhyme or reason to this.
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Please read the previous post that addresses your issue and tells you what to do to help expedite a solution.
Barry Graham
Quicken H&B Subscription0 -
Cannot upload sanitized data file. Files too big. Please increase limits. (Like maybe 10 times the current size).
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@Quicken Kristina quoted your original post in another thread. See my response below and see if it makes sense to you:
What you've quoted sounds very similar to, but is not the exact same flavor of the issue I'm seeing. The OP, @jtomalley, said they see the problem when they enter transactions via the Calendar but when they enter transactions manually, they match fine. I never enter transactions via the calendar although I DO enter them via the Bill and Income Reminder list. Perhaps both methods are using the same code and that's wherein the problem lies?
Note that I am only seeing this with my Bank of America checking account. All credit cards and brokerage accounts are (as of now) matching as they should be, but come to think of it, in none of those cases do I enter manual transactions via the Bills & Income Reminders list. I have a transaction that should download tomorrow. I'm going to key it in rather than enter it from the list. I will let you know what happens.
I suspect the Bill & Income Reminders list/Calendar is the place to look for the source of the problem.
FTR - I'm running R66.18, Build 27.1.66.18 on WIN 11 (fully updated)
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Mine was affecting bank and credit card (Amex).
Barry Graham
Quicken H&B Subscription0 -
I am experiencing exactly the same behavior as described by jtomalley on March 3. Manually entered Quicken transactions properly match incoming cleared transactions from One Step Update. Quicken transactions originating from Bill and Income Reminders do not. For those, One Step Update doesn't see the Q transaction it should match with, and duplicates it without category or memo info from the original. In my case this problem occurs in all of my financial accounts.
This problem has existed for a few weeks. I am running build 27.1.66.28.
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Just a passing thought for Q developers… There has always been logic in One Step Update to NOT match a downloaded transaction with a Q register reminder prior to "entering" the reminder (still showing the "clock" icon). Could an accidental unintended logic change in that program now be preventing the match even after the transaction has been properly entered (clock-to-pencil)?
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I am not seeing this issue with scheduled reminders entered into the register either manually or automatically. Based on screenshots in another thread describing a similar issue, it appears that those users have the Preferences for Downloaded transactions, "automatically add to register" enabled. I do NOT have these enabled and accept downloaded transactions using the Compare to Register (C2R) window at the bottom of the register screen. You might try disabling automatically add downloaded transactions to the register in order to see if it is a workaround until a fix is issued.
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That is NOT it either as I do NOT use auto enter and do use C2R
I have been getting many duplicates in a datafile with SYNC off too.
Ref:
I do NOT have these enabled and accept downloaded transactions using the Compare to Register (C2R) window at the bottom of the register screen. You might try disabling automatically add downloaded transactions to the register in order to see if it is a workaround until a fix is issued.
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I'm with you. Same issue. Don't have auto enter.
Barry Graham
Quicken H&B Subscription1
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