Qucken loses transactions

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skidmarks's Avatar (by Gravatar)skidmarks posted on
March 5, 2013, 5:01 pm
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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

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Marc Auslander's Avatar (by Gravatar)Marc Auslander posted on
March 6, 2013, 10:57 am
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Re: Qucken loses transactions

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

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Gordon's Avatar (by Gravatar)Gordon posted on
March 6, 2013, 11:50 am
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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

 

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