All My Recurring Transaction Series Disappeared!!!
Comments
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Here is an Idea post you all may be interested in:
-Coach Natalie
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I agree with the "Only detect NEW recurring transactions" approach, but making changes like that can take a while. (Although it seems like changing the text in the "Confirm reoccurring income and bills" window to give a bit more warning could be done more quickly.)
In the meantime, the support articles related to this issue could be clarified.
For example, the "Link a New Account to an Existing Connected Account" section in the following article could be expanded to explain more clearly what happens with existing recurring series when you reconnect.
Also, the article below discusses how to reconnect an account, but doesn't even mention the issue.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)0 -
Good day @Coach Jon, it's been a couple of days so just curious if they've been able to look into this yet? (I'm unsure how your internal company policy defines and/or categories important and/or urgent customer issues.)
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That was a fast response, I appreciate you.
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No progress report from them yet sir @Coach Jon ?
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Speaking as a former Head of IT, honestly it shouldn't take this much time. I suppose if you do not hear something from them by tomorrow morning, can you tell them to stop whatever they might have been planning to do to my account whenever in the future, and I will go through the hours of re-creating everything myself?
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If this just affects your account, and is not a bug affecting everyone, it might not get the priority you are hoping for. At best, if something in the design of the app -caused- your problem, we might have to create an idea post and vote on changing the design (this can take years, if it gets enough interest at all). There are ideas with hundreds of votes which still haven't been addressed.
i'm trying to save you time by sharing this, not trying to discourage you.
My answer is not official, I don't work for Quicken, it's just what i've seen here over the years. If you want them to address this comment, Staff should be here within 2 hours of this post (they are not in my time zone, I think it's around 10am ET their day starts, and they are here till around 7pm ET typically).
-Rob
p.s. When i don't get personal answers from Quicken staff, I remind myself: Figure out what you are paying monthly to use this app (divide your annual cost by 12). Next, figure out what minimum wage probably is (by me, it's $17/hour). Finally, realize the difference between those two numbers, and realize they probably won't dedicate an entire IT department to solving a problem affecting just one user.
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Rob Wilkens - RobWilkens.com0 -
Hello @anold,
I can certainly understand that you would like the problem resolved as fast as possible. I can promise that the issue is still being worked on from our side, but as stated before, we cannot provide an ETA on when this issue will receive a resolution. We can continue to have our product team keep working on this issue, or close the ticket if you prefer. Let us know what your preference would be.
We appreciate your patience!
-Coach Jon
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Have them close the ticket immediately. I will be changing things over the weekend. @Coach Jon
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@RobWilk If tech support (which seems like they're just a one level-playing field, no L1/L2/L3 escalation) doesn't have access to restore accounts to previous backups or however they would do it, and it rises to the level of the developers, I'd be curious to know how many developers they actually employ full time, or system administrators.
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