Quicken 2016 R11 Downloaded Transactions Issue

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  • Updated 3 weeks ago
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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





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Phil in Lorain

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Posted 10 months ago

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markus1957, SuperUser

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This linked account behavior has been reported in the past with various Quicken versions. Not sure of the current status because I don't use linked accounts. 

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.
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Phil in Lorain

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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.




(Edited)
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Marypearl Harrell

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I'm having the same problem. In addition I get placeholder transactions for 0 shares on all my holdings. R11  broke more than it fixed.
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gmalis1

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Restore your most current Quicken data file and see if that helps.  
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Phil in Lorain

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Also, see Can't See Downloaded Transactions For Only One Account.  Someone else is having the same issue.  

https://getsatisfaction.com/quickencommunity/topics/cant-see-downloaded-transactions-for-only-one-ac...

(Edited)
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Quicken Tamara, Employee

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Try toggling Auto Add to Registers/Auto Add to Lists between On and Off...if On, turn Off and vice versa...then run a Validate & Repair (File > File Operations > Validate & Repair > Validate File) before changing those settings back.

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.
(Edited)
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John Stimson

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I got my red flag, and verified that it was not associated with a transaction on the investment side of the account, and verified that the transaction was visible in the Online Center downloaded transactions list.  The Downloaded Transactions pane at the bottom of the transaction register of the cash side of the account is still not visible.  I had to accept the transaction via the "automatic entry" work-around.
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onix

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Exactly, as with John Stimson.
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Jane Doughty

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This appeared for me after the R11 Quicken Premier 2016 upgrade. Toggling the preferences as suggested by Quicken Tamera seems to have resolved the missing downloads in the linked account Thanks for the suggestion!!!


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K Cash

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I turned on the auto accept option but it is an annoying workaround.  I have accounts that need to have some old placeholders left in the file to keep the account with the correct security holdings and cannot be resolved.   So the delete all placeholders will not work for those accounts and it is really difficult to just delete the 25 bogus placeholders each time I update.  So now I have about 200 caused by the R11 bug.  Really need a fix soon.
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L H Smith

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probably a problem in source code ( 2 versions?) for this to keep reapearing
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Phil in Lorain

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I created a test file adding one investment account and one linked investment checking account and recreated the issue.


Account Flagged for Transaction Review


Tabs Missing from Linked Investment Checking Account


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Phil in Lorain

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Quicken splits investment transactions from checking transactions when accounts are linked.  Only the investment transactions could be reviewed and accepted in the main investment account.  The checking items do not appear in the main investment account.  I can see the downloaded checking activity when I select "Tools", "Online Center", then select the investment account, then select the subaccount (in this case the Cash/Checking account).  They are setting there ready to be reviewed and accepted, but I can not access the "Downloaded Transactions" tab that use to be at the bottom of the linked checking account register.  The tab appears on all my other accounts that I download transactions into, but not on the linked checking account.  (This last statement holds true in both live and test environments.)  Please note, not only is the "Download Transactions (x)" tab missing, but also the "Bill and Income Reminders (x Due)" tab.  It's as if the tabs were turned off in R11 for linked checking accounts.

Below is a picture of the three transactions waiting for my review/acceptance.  When I did the test there are 221 transactions in the same situation.


(Edited)
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markus1957, SuperUser

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Looks like you have done enough testing to show this is reproducible. Quicken appears to have missed some logic steps when trying to fix the red flag issue. The cash account is created by Quicken to overcome limitations in investment accounts for supporting certain cash transactions typically used in checking accounts. If you search this forum, you will see it gets screwed up from time to time when trying to fix a download issue.  Either All downloaded transactions need to be reviewable in the investment account register before being split off to the fake cash account or they need to re-activate the tab to review the cash transactions in the cash account register. If scheduled transactions are going to work with the cash transactions, they almost certainly need to re-activate the tabs in the linked cash account register.

As a workaround, until it gets fixed, you should set the account in Account Details to automatically accept downloaded transactions. That way your other accounts won't be impacted and you can still review them.  You should also contact support to formally get the fix in process.
(Edited)
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Phil in Lorain

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Thanks for your support and comments.
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markus1957, SuperUser

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Your welcome. You might also consider signing up for beta testing. It's obvious no one using a linked cash account tested this or that Quicken slipped in a change after the beta concluded. If all you did was check linked cash account functionality, it would be a big help. You also might learn a few more things about Quicken in the process.
https://quickenbeta.centercode.com/welcome/
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MisterBill

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Thanks for the suggestion -- just signed up!
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Paul

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I'm having the same problem. The linked investment account has a zero balance and the download window IS available but not in the brokerage checking account. The auto add features are all unchecked.
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Robert Sroka

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I, too, am having the same problem. Spent a few hours with Support staff yesterday who offered up (1) the "Automatically accept downloaded transactions" workaround described above to get access to the transactions stuck in the ether (that worked), (2) to turn off the auto download switch because from that point forward transactions would download an be visible in the investment account register, and (3) that the transactions reviewed in the investment account register, once Accepted, would appear in the cash account register. Sorry to say that did not happen. The change/bug from the pre-R11 update still exists.
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Rudy S

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I had the same problem of the flag not getting reset and the payment was stuck in the on-line center. As soon as I checked "Automatically accept downloaded transactions", my stuck payments posted and the flag was reset. Thanks for the tip, I had spend many hours tying to fix this by uninstalling Q 2106 R11 and reinstalling. This certainly is a bug that needs to get fixed. I sure would like to undue R11 update but can't find a way to do that.
Karl 357
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Rudy S

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I finally fixed my problem with transaction downloading. I uninstalled Quicken using Qclean.exe, unplugged my internet cable (so automatic updates won't give me R11 back) and reinstalled Quicken. I then ran the R10 update, QW2016R10MPatch.exe which got me back to Quicken 2016 R10. It took a lot googling to find this patch. Quicken support does not keep copies of patches (how dumb is that?). Fortunately QPW here in this forum pointed me to the link. Here is the link to a site that keep numerous patches for the various versions of Quicken: http://www.quicknperlwiz.com/quickenpatches.htm
QPW (from above), thank you sooooooo much !!
(Edited)
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Eric in Ohio

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I'm having the same problem with Quicken Premier 2016.  Right after I updated to R11, the "Downloaded Transactions" and "Bill and Income Reminders" tabs for my primary checking account disappeared.  The account is linked to an investment account, and the tabs are still visible for that account. However checking account transactions haven't shown up there in the past, and they don't now. I've tried resetting all the register options then setting them back, including toggling "Automatically accept downloaded transactions" on and off, and running the R11 Mondo Update, but neither has fixed the issue.

I'm running Windows 10 (version 1511, build 10586.753) in a Parallels Desktop 12 VM (version 12.1.3 build 41532).
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Hugh Scott

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I'm having the same issue with downloaded transactions, plus one other annoying issue. When I go to type in the transaction category, the "type ahead" feature no longer seems to work. Prior to this update, when I typed in the second (or subsequent) character of my Category, Quicken would refine the search and automatically highlight the Category that I wanted. Now, when I type the second (or subsequent) character, Quicken selects a Category that begins with those letters. This results in "bouncing" around the Category list without getting the Category that I wanted.
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38Packard

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I am also having the same issue.  I just logged Chat Case # 00603284 with Rep Marco and he and I tried a number of troubleshooting tips before I found this thread.  PLEASE FIX THIS BUG!!!!


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Kumar Vora

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I am having the same problem.  Very annoying.  I am on Quicken 2016 Premier / Win 10.  Problem started after R11 install.  Is there a way to roll back the R11 and go back to R10?
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Elistein

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Yes, there is. I had to do that because R11 messed up my cloud beyond repair.  Just uninstall Quicken, then reinstall it (make sure to click Cancel as soon as installation is complete and updating to the latest version starts).  Then go to the support page and download and install the standalone R10 mondo patch.
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mark

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It doesn't give me a CANCEL option...
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Robert Sroka

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Is anyone in Quicken Support following up on this issue? We can all see from earlier posts that Quicken Tamara has had her eyes on, but how can we know if any progress can/will be made?
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Paul

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My question also. Come on, Quicken, let's get this fixed!
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Bill

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I'll throw in a "me too."  Been messing with this for hours!!!  I've used Quicken since 1992 and it all too often breaks things.
Quicken: please give us a crumb... working on it? Any idea when fix? How about a way to roll back to R10? How about making it easier to find the fact that it's broken and don't bother trying to do a restore.
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markus1957, SuperUser

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Only Quicken can fix it with a patch release but in the meantime, a workaround is to set your Edit>Preferences>Downloaded transactions for investment accounts to automatically add transactions.
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Gene

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So I scheduled a call with quicken support to discuss. The first thing the tech said was tha linked checking accounts never had a downloaded transactions tab. I started screaming at him and when I was done he sent me a link to the r10 version though he said it wouldn't work. I'm traveling for a few days but will try it when I get home. If I can get it to work I'll post with instructions. Don't want to post until I try first
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Kumar Vora

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Technically he is correct... the investment account does the download, but the transactions show up in the linked checking account. So, he is telling half the truth and he is still mistaken. :) :)

Please do post the R10 link. Can't wait to roll back..,
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Bill

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If I und. correctly, you can't prevent it from auto updating to R11.  They force it, you can't disable it.
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Rudy S

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Bill, you can and here is how. Uninstall Quicken, unplug you internet cable so you have no access, load you dvd and reinstall Quicken. It will reinstall it until it wants to call for patches, which it can't get to and it will be done. Then run the QW2016R10MPatch.exe. Don't forget to plug your cable back in.
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Bill

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Thanks Rudy. I und... but won't it just do R11 next time you open Qkn?
This link has a workaround by enabling UAC...
https://getsatisfaction.com/quickencommunity/topics/how-do-i-stop-quicken-2017-from-automatically-in...
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Rudy S

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No Bill, Quicken will always ask to have the next update installed. Just ignore R11 and wait for R12. Make you have Internet disabled when you reinstall Quicken.
(Edited)
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Bill

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You are quite correct, Rudy S.  Thanks for posting.
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Steve S

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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.

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don

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I had a problem not finding accounts on the company sites after the update
I tried deactivating and deactivating accounts with avail

Reloading quicken didn't solve my issues
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Paul

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Steve is exactly correct in his description of the problem. Sure would be nice to hear something from Quicken!
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Anon

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I'm observing an identical issue.  I was able to work around it by manually entering the missing transaction, and then toggling the option to automatically add downloaded transactions.  That caused my manual entry to change to a "newly matched" state and cleared the flag.  Then, I un-checked the boxes so that I can manually review transactions in the future.  I'm also interested in rolling back to R10 if at all possible since this breaks my daily Quicken workflows.
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QPW

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You probably didn't have to enter the transactions manually.  The toggling of the automatic entry mode should have done it.

This problem was first introduced in Quicken 2017 R2 see this thread:
https://getsatisfaction.com/quickencommunity/topics/quicken-2017-doesnt-show-downloaded-transactions

It was fixed in R3.  But it seems that when they merged code from Quicken 2017 to Quicken 2016 R11 to change the Online Bill provider, they accidentally merged in this bad code that was in Quicken 2017 R2.

As for going back to Quicken 2016 R10, you do need to take into consideration that if you have any Online Bills setup, you probably should delete them before switching back, because going from the new Online Bills provider to the old Online Bills provider isn't tested (and probably will mess up).

You will need to uninstall Quicken and then reinstall with your Internet connection disconnected so that it can update.  Then quit Quicken and download and install the R10 patch install from here:
http://www.quicknperlwiz.com/quickenpatches.html
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DQKN

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I'm also having this problem for my Fidelity brokerage and linked cash account the day after upgrading to R11. I did the usual copy, validate with no errors and tried an older backup file without success. I also tried deactivating and reactivating my brokerage account with the old backup file without success. I could not deactivate/reactivate with the current data file because the stuck transactions would not allow the account to be deactivated.

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.
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Philip Russell

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I have the same problem.  Using Q Home & Business 2016 and just got the R11 patch this week (4/17/2016).  Wish I had seen this thread before that update!  It has only impacted my Fidelity Investment account linked cash account.  All other accounts seem to be ok.  The Fidelity account is my main activity account so this is a real pain!  Looks like it has been going on for at least 2 months with no resolution from Quicken?!
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K Cash

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Agree, I have these type of transactions daily.  Hope for a real fix soon
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Jim Ehlinger

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This is definitely an R11 issue as identified. I was testing it with using the same data file on my PC with R11, the linked account download tabs are missing. I bring the same file up on my Surface Pro 3 which has R10 and everything works perfectly. And my PC quicken version began this error when I installed R11.

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.     
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geek lady

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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 go to http://www.quicknperlwiz.com/quickenpatches.html and download R10 Release R10 Mondo

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 .

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Bill

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I can confirm that this solution works.  Just as Rudy S had posted previously.
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Gene

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Thanks.  Mostly worked for me.  The Bill Reminders tab is back, but the downloaded transaction tab is mostly hidden behind the bill reminders tab.  Same as if I had used R7 which is what a straight reinstall without updates would get you.  Thanks.
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Roy Crutchfield

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Followed your instructions and I am back on R10 with no hidden tabs. First time I didn't use Qclean and had issues so I used Qclean on second go round. Used a pre R11 backup. Only issue was having to update over 45 days of transactions. I appreciate you taking the time to publish this process. Thanks!
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Kore Peterson

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After hours online with support and trying many different things. I was told I would have to pay for an upgrade to solve the issue. It doesn't feel right when a company breaks a working product and wants me to shoulder the burden for a fix.  #quickenfail
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Kore Peterson

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Yes, that was the solution given to me in the end.
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geek lady

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I'd give 99 to 1 odds that upgrading to 2017 would NOT fix the issue. They have a 60 day no questions asked refund guarantee. And the QDF data files are supposed to be compatible with both 2016 and 2017.

HOWEVER, if you have a back-up QDF from before you installed R11, it would REALLY be worth it to uninstall as above and go back to R10 and open that backup QDF and see if the issue is resolved.

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jcloudm

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Don't fall for it. I have 2017 R4 and still have the same problem.
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don

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Yep I am having the same issue 2017 version
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QPW

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@Don you are replying to a 9 month old thread.  There is a 99% chance that you have a different problem.  And I would give that problem a 90% chance that you are not at the latest patch version of Quicken 2017, and you have not changed over from the Intuit Id to the Quicken Id.

Install the Mondo patch install from here:
https://www.quicken.com/support/patching-updates-windows
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Robert Honeyman

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I had this problem a few years ago. There was a solution posted in the knowledgebase (seemingly trashed with Q's move to getsatisfaction.com - a misnomer if there ever was one - that involved starting from the errant downloads sitting in Online Center. But I can no longer recall the steps and no combination of keys seems to do work. 

Oh well. I'll simply wait the bastards out. :)
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QPW

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The problem with "red flag problems" is in fact depending on what version (and that include R version like R10 or R11, makes a difference for this problem in Quicken 2016) there are various problems, and as such various workarounds/fixes.
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DQKN

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I've enabled automatic transaction download for my brokerage account with the linked cash account. I'll see how that works out before I decide to uninstall R11 and reinstall R10. Thanks to quicknperlwiz for hosting the Quicken releases.

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?

Thanks.
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Bill

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I just did the uninstall via Control Panel. Never used qcleanui.  Although I did do a registry clean before the reinstall.
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.
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Roy Crutchfield

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Bill, after uninstall and reinstall and restore backup, did you have a problem with previous reminders "Overdue" and account to use "Unspecified Bill Presentment Account" populating the Home tab?
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Bill

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No, I didn't see anything like that. You did install the R10 Mondo patch didn't you?
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Roy Crutchfield

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Still trying to figure out how to do that. About Quicken shows Release R 1
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NotACPA, SuperUser

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BILL, a Win Uninstall (via the Control Panel) isn't sufficient to remedy Q problems.  You MUST do a QCleanUI uninstall.

Geek Lady provided the instructions re: how to do that a month ago.

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