Qucken loses transactions

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Quicken Premier 2011
Prior to taxes I am balancing my accounts. I just balanced my
brokerage account last week (it was perfect, sigh). I just balanced my
401(k) account and finished yesterday - I noticed and fixed a 'lost'
transaction from 2009 that I assume Quicken lost. I am balancing my
Roth IRA account now, and notice that there is a missing disbursement
from the Roth account to my brokerage account, hence, the brokerage
account is no longer balanced. If any one knows of a reliable
financial product which has all of the bells-and-whistles of Quicken,
but without losing transactions, I'm all ears.

I have been using Quicken since (about) 1989 or 1990. My primary file
is 42MB in size. I really like the product but I can't spend 8 - 10
hours balancing my accounts, having Quicken lose transactions,, and
then re-balancing them. I am quite desperate.

 I will also say that (in the past) the support personnel (after the
Indian Excursion) have been very supportive to me, and have even given
me an upgrade to my product when it was warranted. But 'free' is only
as good as the underlying software.

art

Re: Qucken loses transactions
I've seen transaction loss as well.  There is clearly a bug - but good
luck getting it found/fixed.

Re: Qucken loses transactions


I'm having problems of this nature with my newly installed Quicken
2013 Premier on my Windows 8 desktop computer. Most of my bank
transactions download okay but a few of them seem to be blocked by
some renaming process. I get a Create Payee Renaming Rule popup
implying that I should make a choice as to how a given transaction is
to be renamed, but the option for choosing a new name is not editable.
It just offers one choice and that is not at all the way it should be
renamed. If I select Cancel this popup closes and the other downloads
go to completion but this one will be omitted. That is, it doesn't
show up in my Quicken file under any name. I then go to my bank's
on-line site and log into my account then get the information I need
for this item. Then I go back to Quicken and key it in manually. The
account then balances with my bank records and all is well until the
next download.   Gordon

Re: Qucken loses transactions


Re: Qucken loses transactions
Yes, transactions just disappear.  Quicken does not understand and will not fix the problem.  You just have to enter transaction twice.  Save and recheck after each transaction.  This is probably a scam by Quicken to get you to pay more money to upgrade.

Re: Qucken loses transactions



Possibly, your hard drive is failing.  



Re: Qucken loses transactions
bob.wilson.exnuke@gmail.com writes:


I've seen this more since 2014 than any previous version.  Scam?

Re: Qucken loses transactions


I see so many "errors and omissions" in a lot of software
that in the past has been extremely reliable. I don't for one minute
believe it is a sam, but an ever growing practice of the software
developing companies to slowly ease out the higher paid "older"  
analysts in favor of cheaper newbies to the software development  
industry.  While these newbies may be able to code around the  
experienced employees, it only proves they are coders and NOT analysts  
who have extensive understanding of the products they support and do  
understand exactly what a slight modification in one area will do the  
end result of a system.  

Scam ? No just newbies put into areas of responsibility they are not  
ready for.

John Carter

Re: Qucken loses transactions
Did you do a repair operation?  If there is an inconsistency in the  
database, things like this can happen.

Another thing to do is to search for the transaction by amount... if it  
somehow was altered (e.g. date changed, account), it wouldn't be where you  
think.

I have a much bigger Quicken file than you do (240M) and and am not  
experiencing these problems with Quicken 2014.  If I was using software 3  
generations previous and experiencing problems, I might be tempted to spring  
a few bucks and update to the latest.

"skidmarks"  wrote in message  

Quicken Premier 2011
Prior to taxes I am balancing my accounts. I just balanced my
brokerage account last week (it was perfect, sigh). I just balanced my
401(k) account and finished yesterday - I noticed and fixed a 'lost'
transaction from 2009 that I assume Quicken lost. I am balancing my
Roth IRA account now, and notice that there is a missing disbursement
from the Roth account to my brokerage account, hence, the brokerage
account is no longer balanced. If any one knows of a reliable
financial product which has all of the bells-and-whistles of Quicken,
but without losing transactions, I'm all ears.

I have been using Quicken since (about) 1989 or 1990. My primary file
is 42MB in size. I really like the product but I can't spend 8 - 10
hours balancing my accounts, having Quicken lose transactions,, and
then re-balancing them. I am quite desperate.

I will also say that (in the past) the support personnel (after the
Indian Excursion) have been very supportive to me, and have even given
me an upgrade to my product when it was warranted. But 'free' is only
as good as the underlying software.

art