Some help needed

I just upgraded to the newest version so I am up to date. Having a few issues. One of my old accounts is still showing unopened transactions from a prior update. Problem is this account has a zero balance for over 2 years. I can't see any transactions that need attention & everything is reconciled. It won't let me close the account due to these invisible transactions. A minor annoyance happens when I enter an expense in register, the memo field gets populated from a very old transaction. I always overwrite it but it always comes back. Is there a place in the settings to clear this field? Thanks
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Reply to
Scott W
On 2019-03-02 00:17:42 +0000, Scott W said:
If you haven't already, I suggest you toggle the automatic entry for the account register in an attempt to coerce display the missing transactions:
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Reply to
Sherlock
On 2019-03-02 00:17:42 +0000, Scott W said:
Regarding the minor annoyance, I suggest you edit the memorized payee:
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Reply to
Sherlock
It won't let me change , deactivate or reset due to downloaded transactions that need to be accepted. I looked& don't have any. Frustrating.
Reply to
Scott W
"Scott W" wrote
It won't let me change , deactivate or reset due to downloaded transactions that need to be accepted. I looked& don't have any. Frustrating.
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Your response did not come close to addressing Sherlock's suggestion.
Sherlock did not suggest that you "change, deactivate or reset" your account.
I suggest you re-read Sherlock's suggestion again ... very carefully. Then explain exactly what you tried to do, and exactly what the result was.
Reply to
John Pollard
I tried all 3 options but nothing changed. Then I posted the last message trying to provide additional info. I'm not an amateur...
"Scott W" wrote
It won't let me change , deactivate or reset due to downloaded transactions that need to be accepted. I looked& don't have any. Frustrating.
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Your response did not come close to addressing Sherlock's suggestion.
Sherlock did not suggest that you "change, deactivate or reset" your account.
I suggest you re-read Sherlock's suggestion again ... very carefully. Then explain exactly what you tried to do, and exactly what the result was.
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Reply to
Scott W
"Scott W" wrote in message news:
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I tried all 3 options but nothing changed. Then I posted the last message trying to provide additional info. I'm not an amateur... ---------------------------------------------
I have no idea what you think saying you're "not an amateur" was intended to mean; but it's virtually meaningless in the context of this discussion (and certainly does not make your reply any more meaningful).
Sherlock made ONE suggestion, not three.
I quote Sherlock: " I suggest you toggle the automatic entry for the account register in an attempt to coerce display the missing transactions ....".
[The remainder of that sentence simply supplied a link that told you how to "toggle" automatic entry.]
Nothing in your reply said you specifically tried that suggestion.
Only an amateur would assume that your reply to Sherlock's suggestion was a meaningful reply.
If you actually toggled automatic entry, and that did not correct your problem, your options are limited.
One option is to Validate a Quicken Copy of your data, and use that Validated Copy, if it no longer exhibits the problem.
The only other option I know of is to move the transactions from the problem account to a New account, then delete the old account.
[FYI: There is virtually no good reason to "Close" a Quicken account: everything useful that "closing a Quicken account does, can be done without closing the account.]
Reply to
John Pollard
Wow, I didn't know getting assistance had to follow a protocol...
Following the link from Sherlock took me to a screen that had 3 options. I tried them all. Nothing changed. I tried to validate within the 2016 version & the recently updated 2019 version. The problem persists. Your suggestion of removing the "bad" transaction is unavailable as the bad transaction is not visible within the register. I remember a post a long time back that provided a keyboard command to pull up the "real" posting date of transactions. Is there maybe some hidden command I can try to reveal more than I am seeing in the register view? The account balance is zero so I don't know why I have unaccepted downloaded transactions.
I tried all 3 options but nothing changed. Then I posted the last message trying to provide additional info. I'm not an amateur... ---------------------------------------------
I have no idea what you think saying you're "not an amateur" was intended to mean; but it's virtually meaningless in the context of this discussion (and certainly does not make your reply any more meaningful).
Sherlock made ONE suggestion, not three.
I quote Sherlock: " I suggest you toggle the automatic entry for the account register in an attempt to coerce display the missing transactions ....".
[The remainder of that sentence simply supplied a link that told you how to "toggle" automatic entry.]
Nothing in your reply said you specifically tried that suggestion.
Only an amateur would assume that your reply to Sherlock's suggestion was a meaningful reply.
If you actually toggled automatic entry, and that did not correct your problem, your options are limited.
One option is to Validate a Quicken Copy of your data, and use that Validated Copy, if it no longer exhibits the problem.
The only other option I know of is to move the transactions from the problem account to a New account, then delete the old account.
[FYI: There is virtually no good reason to "Close" a Quicken account: everything useful that "closing a Quicken account does, can be done without closing the account.]
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Reply to
Scott W
"Scott W" wrote
Wow, I didn't know getting assistance had to follow a protocol... ---------------------------------------------------
If you want assistance, it's your responsibility to cooperate with those providing the assistance. Call that whatever you like.
Getting assistance requires; reading and following the suggestions provided, then posting your results (indicating clearly that you followed the directions completely) - or providing useful reasons why you did not follow the suggestions.
Even now, after having me repeat Sherlock's suggestion, you have failed to provide the evidence that you correctly tried Sherlock's suggestion.
Try posting the exact steps you took - every single step, in detail - to prove that you understand what it means to "toggle" the indicated Preference. And include whether you exited Quicken in the middle of the toggle (Sherlock may not have suggested that, but I am).
You say, "Your [my] suggestion of removing the 'bad' transaction is unavailable as the bad transaction is not visible within the register".
In a word: nonsense. Once again you did not pay attention to what was posted.
Your original post said that one of your old accounts "is still showing unopened transactions from a prior update", and that "It [presumably Quicken] won't let [you] close the account due to these invisible transactions".
My suggestion was to "move the transactions from the problem account to a New account, then delete the old account". Please read what's in the quotes again ... carefully this time.
Nothing I said required the "bad transaction" to be "visible within the register" (or to be anywhere "within the register") of the old account.
When the old account is deleted, it can no longer "show" that there is a bad "unopened transaction" ... it can no longer "show" anything. Everything about that old account will be permanently gone from your Quicken file - while its legitimate transactions will remain in your Quicken file ... in the new account.
[Once all the old transactions are in the new account, you can delete the old account (and close the new account, should you continue to think there is any benefit to doing that).]
Nothing in your responses indicates that you made a meaningful effort to try the suggestions you were offered; your responses indicate that you preferred to ignore, gloss over or bad mouth those suggestions. [If you don't understand the responses you get; say that when you reply.]
Reply to
John Pollard
I don't know if this is going to help, or further inflame the situation, but Sherlock actually posted twice on Mar 1, and both posts included links to other support articles.
Scott appears to have followed this link, which includes three steps (perhaps the three things he's mentioned in his replies?):
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However, there's another link that I believe John is focusing on and for which I don't see any comments from Scott that he's tried.
Scott, can you confirm whether you tried the step that Sherlock posted in his first reply (repeated below):
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> "Scott W" wrote > > Wow, I didn't know getting assistance had to follow a protocol... > --------------------------------------------------- > > If you want assistance, it's your responsibility to cooperate with those > providing the assistance. Call that whatever you like. > > Getting assistance requires; reading and following the suggestions provided, > then posting your results (indicating clearly that you followed the > directions completely) - or providing useful reasons why you did not follow > the suggestions. > > Even now, after having me repeat Sherlock's suggestion, you have failed to > provide the evidence that you correctly tried Sherlock's suggestion. > > Try posting the exact steps you took - every single step, in detail - to > prove that you understand what it means to "toggle" the indicated > Preference. And include whether you exited Quicken in the middle of the > toggle (Sherlock may not have suggested that, but I am). > > You say, "Your [my] suggestion of removing the 'bad' transaction is > unavailable as the bad transaction is not visible within the register". > > In a word: nonsense. Once again you did not pay attention to what was > posted. > > Your original post said that one of your old accounts "is still showing > unopened transactions from a prior update", and that "It [presumably > Quicken] won't let [you] close the account due to these invisible > transactions". > > My suggestion was to "move the transactions from the problem account to a > New account, then delete the old account". Please read what's in the quotes > again ... carefully this time. > > Nothing I said required the "bad transaction" to be "visible within the > register" (or to be anywhere "within the register") of the old account. > > When the old account is deleted, it can no longer "show" that there is a bad > "unopened transaction" ... it can no longer "show" anything. Everything > about that old account will be permanently gone from your Quicken file - > while its legitimate transactions will remain in your Quicken file ... in > the new account. > > [Once all the old transactions are in the new account, you can delete the > old account (and close the new account, should you continue to think there > is any benefit to doing that).] > > Nothing in your responses indicates that you made a meaningful effort to try > the suggestions you were offered; your responses indicate that you preferred > to ignore, gloss over or bad mouth those suggestions. [If you don't > understand the responses you get; say that when you reply.]
Reply to
Bartt

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