Qucken loses transactions

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

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

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

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

wrote:

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

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

On Tuesday, March 5, 2013 2:01:20 PM UTC-8, skidmarks wrote:

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

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.

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

Possibly, your hard drive is failing.

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

snipped-for-privacy@gmail.com writes:

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

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

writes:

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

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

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

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

BeanSmart.com is a site by and for consumers of financial services and advice. We are not affiliated with any of the banks, financial services or software manufacturers discussed here. All logos and trade names are the property of their respective owners.

Tax and financial advice you come across on this site is freely given by your peers and professionals on their own time and out of the kindness of their hearts. We can guarantee neither accuracy of such advice nor its applicability for your situation. Simply put, you are fully responsible for the results of using information from this site in real life situations.