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

unknown

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.

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unknown

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

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.

unknown

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.