Downloaded transactions not showing up - NOT SOLVED

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The basic problem is that flags appear in the account list showing downloaded transactions to acknowledge, but there are no transactions in the register to accept. Similar problem was marked "Solved" in previous thread, but clearly it has not been for me. This account in question is a linked cash balance to an investment account. Other investments accounts without a linked cash account are fine. I'm using Quicken Premier 2016, R11 (25.1.11.5). It appears this began with the update to R11 around a week ago.

I tried the steps outlined in the Quicken page: https://www.quicken.com/support/quick... to no avail.

There is a flag in my accounts lists telling me that there are downloaded transactions, and I can see those downloaded transactions in the "online center" downloaded transactions window. However, unlike the resolution suggested in the link provided above, my 'online center' does not offer the option of "compare to register". Rather, it says, "compare to list". If I "compare to list", it just takes me the the register where there are no transactions to acknowledge.

It appears as though this began with the latest update. Not sure if it is related, but simultaneous with this update I began getting a notification when running One-Step Update that says "Important Maintenance Upgrade Required for Bills". If I hit the button for "Go to online bills", the window closes but nothing else happens at all. (I do not have any online bills in Quicken)

I tried to reset the account, but it won't allow me to do so since there are outstanding transactions to acknowledge. Same thing happened when I tried to deactivate the account - it says I have to accept the outstanding transactions before it can be deactivated.

I tried initiating a new cash transaction into the account. This transaction showed up in the Online Center, but again, not in the account register.

Help please!
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Gary

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Posted 2 months ago

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Bob Kohlsaat

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I have tried the same resolutions to no avail except restoring to a copy before the issue as I have a considerable amount of data entry that would be lost.  My issue is with a brokerage account and the corresponding linked cash account similar t the above.  

When the problem first showed up - I could hover over the red flag and it would tell me invalid amount, so I'm assuming I downloaded a transaction that had an invalid amount in one of the fields.  Now I have 4 additional transaction queued up and I no longer see that notation.

Ultimately, we need a patch released that allows us to delete / discard a transaction from the online center so we can move on.  I see the transactions in online center, but cannot identify what is invalid about any of them.  This shouldn't be that hard to do.

Given the number of posts in the last couple of weeks, I'm assuming something was released that is causing this.

Thank You,  Bob

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Charlie Heitzig

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I too have tried the same resolutions and also have the problem in a linked cash balance to an investment account. My other investments accounts with linked cash accounts are also fine. I'm using Quicken Home and Business 2016, R11 (25.1.11.5). It appears this began with the update to R11 around a week ago.

I've tried the resolutions provided in the link above (related to Validate File), but this did not solve the problem.

The Online Center shows 11 transactions to be accepted, and shows a button indicating "Compare to List...". Pressing this button takes me to the investment account, not the linked banking account. All of the investment transactions have been accepted-- the 11 transactions listed in the Online Center are listed as banking transactions.
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Charlie Heitzig

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My second sentence should read: My other investments accounts with integrated cash accounts (non-linked) are also fine.
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Gary

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Ditto for me...
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David Greenwood

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I also have this exact same problem starting with the last update to 2016. All of the last 3 updates have caused considerable problems for me. Not a fan right now.
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Seely Jan

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Totally agree.  Am looking to possibly replace Quicken.  Have used it since the 90's but the  past 6 months have been a nightmare.  Now it is downloading banking and credit transactions and showing flags but no transactions at bottom .  This is AFTER the Mondo patch crashed Quicken and I had to totally reinstall.  Am running Quicken 2016 Deluxe, R 10 (25.1.10.1) on Windows 7.
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Pete England

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I suppose it is encouraging that I am not alone with this problem. I tried all the suggestions for fixing the problem to no avail. I have even uninstalled Q16 and reinstalled it. But of course that also involved doing the update to R 11(25.1.11.5) which is the source of the problem. I have a non updated version on my laptop and if I open the file there the transactions show up like they are suppose to.

I hope someone is working on this problem because it is a real pain.
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Gary

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Thanks, all, for reiterating that this is a REAL issue. Would be really nice if we could get some feedback from someone at Quicken!
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Jeffrey Richards

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I called support, which in itself is a hoax!  I upgraded to Quicken 2017 because it said my original version will not be able to download information soon.  Therefore I bought their crappy upgrade and now I can't download my transactions.  I too have tried the on-line posts to resolve with no luck.  When calling support I would have to pay to have technical support.  I verified with gentleman on the other line "So you produce a really crappy product and then expect your users to pay for help"? The answer was yes!  WOW I mis Microsoft Money!
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Randy

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I was thinking the same thing.  For me I really started having problems in 2014.  Now 2016 is worse.  I cannot tell you home many times I have had to reset my checking accounts.  Maybe 20 times in 4 months.    Even delete and account and start over.  Arrrrgh.   Credit Card accounts seem to be okay.
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Bob Arabian

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All, I'm having the same exact issues.

does restoring to a previous version solve the problem. I'm assuming you would restore to a version pre-update. once you restore to that old version, i'm assuming you should download the R11 update? 

do we know if quicken is aware of the issue and working on it? 
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Jeffrey Richards

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Restore never worked for me and it was a lot more work...
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Jeffrey Richards

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I was able to resolve this weeks download by going to Account List>> Edit (next to specific account) that wasn't working>>On-Line services Tab>>Reactivate that account and then my transactions magically appeared in the download table.  Hope this works for some of the other users.
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Randy

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It works periodically.  I have probably done this 20 times in the past 4 months.   Finnally it that failed too.  I had to delete 4 accounts.  Set them all up again.  Things worked that day.  Now they are doing this same thing again. 
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W Phil Ratcliff

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I am also having this problem and there seems to be no resolution. My accounts aren't deactivated so I can't reactivate them... I tried to deactivate then reactivate but it says I must reconcile downloaded transactions first, which I obviously cannot see or get to! If anyone resolves or Quicken gets off their butt to fix it then please let us all know please!
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W Phil Ratcliff

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I contacted support via chat and they SOLVED the problem for my Quicken 2017: Home & Business. The problem was that it needed an update patch but it didn't do it automatically or know that there was an update in the "about " section. So anyways they have me goto: https://www.quicken.com/support/quicken-2017-windows-release-notes-updates-and-mondo-patch

Then install the "Mondo patch" then it will restart and mine worked immediately after that. I don't know that this is the solution is you don't have the same version as me but I hope it helps you! Cheers!
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Bob Kohlsaat

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Thanks Phil - I appreciate your suggestion. I just tried the similar patch for Quicken 2016 and that did not solve the problem.

https://www.quicken.com/support/quicken-2016-windows-release-notes-updates-and-mondo-patch

My problem showed up in late February and this patch appears to be dated Feb 24.  It would be helpful if Quicken support could confirm the issue given the number of parties on this thread and provide an estimate of when a patch might be available.

All my other accounts continue to download correctly, including the investment account.  My issue is tied to the linked cash account similar to others in this thread as well as other threads.



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Gary

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Tried the patch for 2016 as well, to no avail...
(Edited)
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Seely Jan

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Ditto.
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Randy

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I tried the patch too.  No go
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Alex

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I am running Quicken Home & Business 2016 Release R3 (25.1.3.9) on Windows 7 and just started getting this problem on Mar 12, 2017. Noticed my bank (CIBC) also changed the visualization of my banking web page (may or may not be related). I followed the steps on the original thread with no success. Had transactions showing up in my Online Center and a notification flag on my account registry but no transactions in the Downloaded Transactions tab. By toggling the "Automatically add to banking registers" and "Automatic Transaction Entry" settings in Account Details/Online Services I was able to "unstick" my transactions and move them in to the registry. It created a subsequent problem of creating duplicate entries which I had to clean up but at least now my Online Center is empty. I will come back after my next download to tell you if the problem still exists or was a one time event.
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Bob Kohlsaat

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Thanks Alex - this worked for me as well.  Great suggestion.  As was said above, I hope Quicken addresses the issue as this is only a work around.  It will likely come back with a future download and I don't permanently want to auto accept transactions.
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Gary

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Awesome job ferreting out this one! Followed your suggestion and it's cleared up the stuck transactions. Have not had any new transactions since I did it, so can't confirm yet whether the solution sticks. (I did initiate a cash transfer to test it out...we'll see)

The only issue I had with doing it was that in the investment account it put placeholders for "0" shares of each security in that account. Not sure why it did this, as I had the "Compare account portfolio to download" option set to NOT add placeholders. Just took a bunch of "delete" actions, and all looks good for the moment.

My thanks to all on this thread who have contributed to this hopefully temporary solution!
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Alex

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New day of transactions and the same problem persists. Will have to resort to the same klunky process to clear the Online Center. Hopefully the support team at Quicken can narrow down the problem and fix it soon.
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Gary

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Well, I was without stuck transactions for about 24 hours. New cash transaction came through and now I'm stuck again. Guess I have to cycle through the auto-accept process again...and delete all the placeholders. Lots of work just to accept a transaction. On the bright side, I don't have to re-boot the program between steps as too often happens with Quicken!
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Doug Guiler

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Alex's remedy worked for me.  I'll try downloading in a few days to see whether the problem is solved or recurs again.
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Ruth Collins

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I've been 0n my second week trying to solve the same problem I still cant get my transaction in my register I've  talk to Quickens  and my bank I've uninstall it reinstalled it. Bank made me go to my bank online and export it to quickens I got it then when I closed out ,and tried to go back in quickens it would load soon as quickens came up it closed .So what the hack now what I do
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Jeffrey Richards

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Ruth the one thing that worked for me was to Reset Account by going to >Tools>account List>Edit>online services then select Reset account.
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Randy

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I had the exact same issue with my Schwab Brokerage account. First, I downloaded the Mondo update.  Then I chatted with support and she solved it for me.  The solution was to go to Edit/Preferences/Downloaded Transactions then check the appropriate box to 1) Automatically add to Banking registers or 2) Automatically add to investment transaction lists.  This immediately resolved the issue, then I unchecked the boxes.    I'm still having issues with R11, but at least this one was solved. 
(Edited)
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scottpatterson9

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I have the same problem. My issue is also with a brokerage account and the corresponding linked cash account. I currently have 51 transactions to review...and counting. I thought, perhaps, the problem was my Quicken file was too large, so I archived the old one and started a completely new one. I re-entered all my accounts. The first time I used the "new" file, the transactions to review showed up. When I downloaded transactions the next day, I had the same problem. I'm using Quicken 2016 R 11 (25.1.11.5)
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Doris Edwards

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This worked for me.  Thank you.  I am using 2016 R11 as well.
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Randy

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Scottpatterson9:  Try this.    go to Edit/Preferences/Downloaded Transactions, then check the  box to  Automatically add to investment transaction lists.  This immediately resolved my issue, then I unchecked the boxes.  
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Randy

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Tried this too.  No luck.  I guess I am going back to 1990s and manually downloading. 
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Doris Edwards

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I had this exact same problem.  Quicken 2016 R11 on a Windows XP computer.  Started with the R11 upgrade.  Only a problem on a linked checking account to a Fidelity account.  The straight broker accounts worked fine.  Work around was the let it clear out the transactions automatically once.  I don't know if it will come back as I just cleared the transactions and there are no new ones to download.
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Pacoinconn

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I encountered the same problem a few weeks ago.  Thankfully? I'm not the only one.  I'm running Quicken 2016 R11 25.1.11.5 on Windows 10.  The problem is on the Vanguard investment account linked to a checking account.  The Vanguard linked checking account ?was? the problem.  The suggestion by Alex to check the "automatically add" worked.  I've now unchecked it.  (Had to delete a bunch of unnecessary placeholders however at least it may have solved the problem.  Hope Quicken can get a fix out.
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scottpatterson9

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This problem still isn't resolved. Automatically adding doesn't solve the problem. It creates unnecessary placeholders.
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Steve Vogel

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I had this same problem too.  Downloaded transactions in the cash account tied to an investment account.  I can see the transactions in the online center, but not in the register.  I solved it by changing the investment account to automatically enter downloaded transactions.  It then automatically entered the cash transactions that did not previously appear in the register.  And the transactions flag is cleared.   I then switched the account back to automatic entry "OFF".  We'll see what happens with the next download.
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Randy

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People......I think it is time to give up on a fix for this issue.  I have tried everything several times. I am going to try to find an alternate software. 

I have even deleted an accounts re-entered all my categorizations.   That is painful.
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Randy

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Just a a note.  My credit card accounts and brokerage accounts work just fine.  I have two different banks and all my accounts at each bank will not work.
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bc

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I have this problem also and have tried all the fixes.   I am manually reconcile my checking account every few days.  This was obviously a bug introduced with the recent patches that were released in late feb or early March.  Quicken has sucked for years.  It just gets worse all of the time. 

Good luck finding alternate software with the same features.   They have no real competition that I have been able to find.  People would flock to a new platform in droves if it exists.   Then, Quicken would likely buy them out and destroy that software also.   Please share if you find something.

Also recommend boycotting Quicken Loans and any other product with the Quicken or Intuit name on it.   They won't' the message until people start pushing back.   They have treated customers like crap for a very long time.


 

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Rocket J Squirrel, SuperUser

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Neither Quicken Loans nor Intuit are affiliated with Quicken Incorporated.
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Debra Hori

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Same problem with Quicken 2015 and Windows 10. Bank says it is not a bank problem. Saving account downloads, checking account at same bank does not. I am manually clicking the "cleared" and "reconciled" buttons in the register to match what I am seeing in the Account Center. Is there a limit to the number of items that can show up in the Account Center? I'm concerned if I just leave these backed up entries that are not hitting the downloaded transactions box that eventually I'll run out of room.
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Joel Jakubson, SuperUser

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I like Steve Vogel's solution of a few weeks ago.  I stumbled on another way to do it.  Like many of the above commenters, my issue is with an investment account linked to a checking account.  I decided to Close the investment account (Edit Account Details>Display>Close) and create a new one.  When I tried to Close the account, a window appeared saying I cannot close the account because there are unaccepted transactions. But, an Accept All button appeared.  I clicked Accept All, and then when the Close dialog box came back asking if I really wanted to close the account, I cancelled out of the process.  So now, all my transactions appeared in the Downloaded Transactions window of the linked checking account.

I have no idea if this is a permanent fix - I guess I'll find out when I download next time.

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gmalis1, SuperUser

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I'm thinking this might be a bit dangerous.

What happens if you click on CLOSE the account and you have NO unaccepted transactions?  Will it then mark the account CLOSED without asking you again if that's what you want?

Because once you close an account, you can't "unclose" that account.  
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Joel Jakubson, SuperUser

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If the account has no unaccepted transactions, no message will pop up about unaccepted transactions and then you simply cancel out of the Close dialog.  The message pops up before you have a chance to type "yes" into the confirmation box.

Of course, I should have said to BACK UP FIRST!!!

It is a shame that we have to resort to jumping through all kinds of hoops because Quicken reintroduced a bug from a number of years ago.

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mshiggins, SuperUser

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Nice trick!
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Steve Vogel

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Old bugs show up when a company has poor code control.  I can't say I'm surprised.
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Elaine Tenzer

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I have had to reset my accounts every week for months. I am really tired of this.  Is there another personal finance program out there anywhere?