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Q2017 R3 - Freezes when I add Account (the "+" icon) when current item has no category

Unknown
Unknown Member
edited December 2018 in Investing (Windows)
Had a transfer from a savings account to a CD, needed to create the CD account.  Left transfer w/o a category.  Quicken freezes.  Restarted and repeated twice.  Then added "misc expense" to category. Add account works.  Win 7 Ultimate, Q 2017 SR3.

Comments

  • Unknown
    Unknown Member
    edited February 2017
    Why aren't you posting this transaction as a transfer TO the CD account?  

    In your savings account, you should use the category as the name of your CD account in square brackets, such as [My CD account].

    That would be the correct way of recording this in Quicken, as in fact in real life you transferred funds from your savings account to the CD account.
  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    edited December 2018
    Hi @ txaggiese ,

    You first create a New Quicken Register for a CD and is opened at $0.00.

    Now go to the Savings Register and do the Transfer from Savings to the CD for whatever amount you transfer to the CD The opening Balance for the CD is $0.00.

    Use the Memo Field to add additional information about the Transfer.
    thecreator - User of Quicken Subscription R32.12  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32 & 64-Bit Build 21354.1
    also            Windows 10 Pro 64-Bit Build 19042.928

    Note: Holding Down the Left Shift Key or Left Ctrl Key produces Window with Quicken 2019 in the Title Bar when click About Quicken,

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • Unknown
    Unknown Member
    edited January 2017

    Thanks!

    I did a poor job of posting the issue.  Rather I should state:

    I can create a new account using the "+" button when I have a register open.  In this case I need a new account to track a CD.  HOWEVER, if I happen to have an item selected and don't completely leave the item, specifically if I didn't have a category assigned, Quicken will lockup/freeze.

    I can be in another item, with a valid category, and I can add an account w/o and issue.

    I know how to transfer between accounts, I was trying (unsuccessfully) to point out an edge condition where Q2017 locks up.  Otherwise, the program has been pretty solid.  A nice improvement.

    Thank you for the fast replies.  If I didn't know how to do a transfer they would have been quite helpful. 

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