Quicken 2016 Home and Business R11. I upgraded Quicken to R11 yesterday (02/23/2017) after I finished using Quicken for the day. Today, I downloaded transactions and noticed the tabs at the bottom of my linked checking account (linked to an investment account) are missing (Downloaded Transactions and Bill and Income Reminders). I'm unable to review and accept the new transactions. This worked fine under R10, but seems to be an issue in R11. Attached are some screen shots. (Shot1 - Flagged Account needing transaction review. Shot2 - Online Center display of transactions that need to be reviewed. Shot3 - bottom of linked checking account where the tabs used to be displayed, but are now missing.)
Shot1 - Flagged Account needing transaction review
Shot2 - Online Center display of transactions that need to be reviewed
Shot3 - bottom of linked checking account where the tabs used to be displayed, but are now missing
Check your Preferences; they may have been reset in the update process. Uncheck "Automatically Add" transactions options. If this is occurring in only one account, check in Account Details, the option to automatically add can be set there also. A linked checking account can act up in strange ways so it may take someone who uses them to provide additional help or you may need to contact Quicken support.
Thanks for your help, but I've never let Quicken automatically add transactions to the banking or investment registers. (I just verified my settings incase the update to R11 changed them.) I've been using Quicken since 2006 and this is the first time I've ever had an issue with missing tabs. I believe there is a bug in R11 since it worked fine prior to installing the update. This is only affecting my investment linked checking account. I have another checking account (not linked to an investment) where I downloaded transactions (using Express Web Connect) and the tabs are there.
Also, see Can't See Downloaded Transactions For Only One Account. Someone else is having the same issue.
This patch (and the one before) resolved a long-standing issue of the flag appearing with no data to Accept. If your file was in this state before the patch, the patch could present that flag for you to take the toggle action and fix the file before it is fully resolved.
I'm running Windows 10 (version 1511, build 10586.753) in a Parallels Desktop 12 VM (version 12.1.3 build 41532).
Having the same issue with linked investment and checking accounts after I updated Quicken 2016 Premier to v11. Both accounts have a red flag indicating there are downloaded transactions to review. The investment account shows the Downloaded Transactions tab at the bottom of the account register (including tabs for Bill and Income Reminders as well as Placeholder Entries), there are no transactions in the list and there is a Continue button. When the Continue button is selected it jumps into the checking account register. That seems to be typical behavior for linked accounts. However, at the bottom of the checking account the tabs for Downloaded Transactions, Bill and Income Reminders, and Placeholder Entries is not visible/selectable and the downloaded transactions can not be reviewed and accepted. I've performed a FIle/Copy operation and went thru the validation exercise to no avail. Sounds like rolling back to v10 may be the way to go until this gets resolved.
Hours later I found this thread and per the info above (thanks everyone!) I edited my brokerage account and turned on automatic downloads. The 3 stuck cash transactions were immediately accepted. I then turned automatic downloads off for this account.
I'm assuming the bug will to cause this problem every time there is a linked cash transaction unless I keep automatic downloads turned on all the time, which I don't want.
Please Quicken support have this bug quickly fixed. Thanks.
I spent 3 1/2 hours with tech support at Quicken last night to have 2 different tech people keep telling me it was normal not to have the linked checking account have the tabs. I told them at least a dozen times that it is not normal. I have been using Quicken since 1992 with the old DOS version and linked checking accounts since 1999 with my Fidelity Brokerage accounts.
They finally acknowledged tonight that it was a R11 release and directed me to this page. They did not give me any time line on a fix at all. So all pretty frustrating.
the Quicken team is definitely ignoring posts on the Cloud Sync issues.
uninstall using the QcleanUI https://www.quicken.com/support/using-qcleanui-uninstall-quicken
then reinstall 2016, but disable your internet connection first so it won't update. don't run Quicken, install the Mondo from above, then open your QDF, or better, a QDF that was backed up before you installed the bad R11 patch .
Oh well. I'll simply wait the bastards out. :)
For those that have uninstalled R11, did you first run Windows Add/Remove Programs and then run qcleanui or did you use qcleanui from the beginning to remove R11?
Also, has anyone noticed any problems with running a R11 data file on Quicken R10 and then saving it under R10?
So far (limited time) I've noticed no problems using my R11 backup file loaded into R10 post-reinstall.
BTW, no problem with the license on the reinstall... it is in the data file, so when you restore the data file, it will bring in the license, validation, password vault etc.