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Can not see/reiew downloaded transactions - need help

 

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Subject Author Date
Can not see/reiew downloaded transactions - need help Dan 01-30-2007
Posted by Dan on January 30, 2007, 8:34 am
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Help please. I upgraded to 2007 Quicken H&B. seemed all is well. but
for the last couple of days it lets me go and update via online my
accounts. Yet it reports at end that I have X number transactions to
review/approve to go to register. I do not get the pop up window
shoing me these transactions and now have 6 that seem to be gone the
downloaded transactions tab shows zero yet the report was this morning
9 were downloaded. In my old 2006 the window poped up with the
downloaded new list and I coud check off to get them into the check
register. I was playing with settings coud I have changed something??
Help!! I really need to see and get the new downloaded and the past
ones int my register

Thanks

Posted by Len on January 30, 2007, 9:52 am
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Have you upgraded to R4? I seem to remember it said something about
online improvements.

Len

> Help please. I upgraded to 2007 Quicken H&B. seemed all is well. but
> for the last couple of days it lets me go and update via online my
> accounts. Yet it reports at end that I have X number transactions to
> review/approve to go to register. I do not get the pop up window
> shoing me these transactions and now have 6 that seem to be gone the
> downloaded transactions tab shows zero yet the report was this morning
> 9 were downloaded. In my old 2006 the window poped up with the
> downloaded new list and I coud check off to get them into the check
> register. I was playing with settings coud I have changed something??
> Help!! I really need to see and get the new downloaded and the past
> ones int my register
>
> Thanks


Posted by Dan on January 30, 2007, 11:04 am
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Yes I sure did it is running R4 now that I think about it maybe this
is when it started.. It just will not allow me to review my
downloaded transactions .. frustrating any ideas? thanks



>Have you upgraded to R4? I seem to remember it said something about
>online improvements.
>
>Len
>
>> Help please. I upgraded to 2007 Quicken H&B. seemed all is well. but
>> for the last couple of days it lets me go and update via online my
>> accounts. Yet it reports at end that I have X number transactions to
>> review/approve to go to register. I do not get the pop up window
>> shoing me these transactions and now have 6 that seem to be gone the
>> downloaded transactions tab shows zero yet the report was this morning
>> 9 were downloaded. In my old 2006 the window poped up with the
>> downloaded new list and I coud check off to get them into the check
>> register. I was playing with settings coud I have changed something??
>> Help!! I really need to see and get the new downloaded and the past
>> ones int my register
>>
>> Thanks

Posted by Dan on January 30, 2007, 11:15 am
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Even when I try to force a review of the transactions by doing a
"balance Checkbook" it shows zero transactions yet I know and can
verify with the priogram that I have downloaded transactions to
review.. geezz Hope I can find or be guided to the correction this
makes me feel really open on the acount thanks


>Yes I sure did it is running R4 now that I think about it maybe this
>is when it started.. It just will not allow me to review my
>downloaded transactions .. frustrating any ideas? thanks
>
>
>
>>Have you upgraded to R4? I seem to remember it said something about
>>online improvements.
>>
>>Len
>>
>>> Help please. I upgraded to 2007 Quicken H&B. seemed all is well. but
>>> for the last couple of days it lets me go and update via online my
>>> accounts. Yet it reports at end that I have X number transactions to
>>> review/approve to go to register. I do not get the pop up window
>>> shoing me these transactions and now have 6 that seem to be gone the
>>> downloaded transactions tab shows zero yet the report was this morning
>>> 9 were downloaded. In my old 2006 the window poped up with the
>>> downloaded new list and I coud check off to get them into the check
>>> register. I was playing with settings coud I have changed something??
>>> Help!! I really need to see and get the new downloaded and the past
>>> ones int my register
>>>
>>> Thanks

Posted by Danno on January 30, 2007, 6:56 pm
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Dan wrote:
> Help please. I upgraded to 2007 Quicken H&B. seemed all is well. but
> for the last couple of days it lets me go and update via online my
> accounts. Yet it reports at end that I have X number transactions to
> review/approve to go to register. I do not get the pop up window
> shoing me these transactions and now have 6 that seem to be gone the
> downloaded transactions tab shows zero yet the report was this morning
> 9 were downloaded. In my old 2006 the window poped up with the
> downloaded new list and I coud check off to get them into the check
> register. I was playing with settings coud I have changed something??
> Help!! I really need to see and get the new downloaded and the past
> ones int my register
>
> Thanks

One of the instructions for the upgrade was to download the most recent
data and reconcile before applying the patch. I had just downloaded
(that's how I noticed there was an patch), but I clicked to install
before reconciling. DOH! I had the exact same problem. I had the flag
telling me I had transactions to receive, but there were none.

Fortunately, I back up my files each night. I just replaced the current
file with the back up copy and I was back in business. This same issue
has happened to me before and I spent a ton of time trying to fix it. I
read a ton of news groups, called tech support, etc. In the end, it was
a simple procedure to copy over my file with a back up copy. Hopefully,
you have a good backup copy and not one that was created after the
problem started.

TG for back ups...

Danno

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