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Top 3 Most Common Quicken Issues

Common Quicken Issues

Issue 1: Duplicate transactions after completing reactivation

If your register is out of balance or you are being asked to add an adjustment during reconciliation.

Specific steps/recommendations are below:

Common Quicken Issues

Note: There is a preference that is available in Quicken Support for Windows, “Automatically add downloaded transactions to register”. If this preference is enabled, then you will have to delete the transactions in the register.

  • If the transactions have not been accepted to the register, they can be deleted one be one prior to accepting.
  • If the transactions have already been accepted to the register, they can be deleted one by one, or multiple transactions can be deleted at one time. If there are too many transactions to delete, or the steps to delete multiple transactions is difficult; restore a backup file. (Important: If the backup was not made right before following the conversion instructions, do not restore one and manually delete the transactions.)

Instructions:

  1. How To Edit and Delete Downloaded Investment Transactions
  2. Click Here for Detailed Instructions
  3. How do I void or delete a transaction in my account register?
  4. Click Here for Detailed Instructions
  5. I have duplicate transactions in my account register
  6. Click Here for Detailed Instructions

Issue 2: Duplicate accounts after completing reactivation

If you are unable to link to your existing account and only given the choice to add a new account. Specific steps/recommendations are below:

Quicken

  • First, confirm all accounts have been deactivated including hidden (Quicken)
  • If they are, delete the duplicate account from the account list, and then repeat the reactivation steps

Instructions:

  1. Prompted to Create New Account Instead of Using Existing Account for Online Services

Note: if you have not added the account, follow this article

  1. Click Here for Detailed Instructions
  2. How to Hide an Account

Note: Follow steps to unhide

  1. Click Here for Detailed Instructions
  2. Follow the deactivation steps to deactivate the mistakenly added account and any active

account held with this financial institution (Instructions provided by your Financial Institution)

  1. How to Delete an Account

Note: If you have added the account, follow this article

  1. Click Here for Detailed Instructions
  2. Follow through the reactivation steps provided by the financial institution.

Issue 3: Activated the incorrect account during reactivation process

If the transactions are downloading into the incorrect account.

Specific steps/recommendations below:

Quicken

  • Open the account register for the account that was linked incorrectly.

o If the transactions have not been accepted to the register, they can be deleted one by one prior to accepting. After deleting the downloaded transactions, deactivate the account then repeat the reactivation steps.

o If the transactions have already been accepted to the register, restore a backup file. Ensure you select the correct account to link to, when reactivating the account within the restored backup.

Instructions:

  1. Transactions Go Into the Wrong Account after Downloading them