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Transfer from Personal Savings to Personal Spending

ceschnurrceschnurr Member ✭✭
I am currently using
Quicken Starter
Year:  2019, 
Version:  R16.16, 
Build:  27.1.16.16
Edition:  Canada
Subscription is valid until 21-May-2019

I have a Chequing Account listed as a Personal Spending Account, and an
RRSP account listed as a Personal Savings account.

I can manually enter transactions to transfer from RRSP to Chequing to represent my RRIF payments. 

I can 'ADD A REMINDER' for these transfers and they appear in my 'UPCOMING BILLS and INCOME' list.  When I 'ENTER INTO REGISTER' these reminders, I get the 
'ENTER EXPENSE TRANSACTION' dialogue box,

However, when I click 'ENTER TRANSACTION' I get an error that

This action requires Quicken Deluxe or above
You are currently using Quicken Starter.  Please upgrade to perform this action.

I'm not sure why this transfer would require Quicken Deluxe.

I have created a couple fake accounts, one Personal Spending, and the Other Personal Savings and transfers and reminders execute without any problem.

Thanks,
Carl

Comments

  • UKRUKR SuperUser ✭✭✭✭✭
    edited January 2019
    What Quicken edition (feature level: Starter, Deluxe, H&B) did you have before installing Quicken 2019 Canada Starter Edition?

    Quicken Starter does NOT support investment accounts, new or downgraded from an earlier version of a higher feature level.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    UKR said:

    What Quicken edition (feature level: Starter, Deluxe, H&B) did you have before installing Quicken 2019 Canada Starter Edition?

    Quicken Starter does NOT support investment accounts, new or downgraded from an earlier version of a higher feature level.

    OP is NOT using investment account registers but regular savings and chequing accounts simply labeled as investment accounts.
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    (
    Canadian Q user since '92, STILL using QM2007)

  • ceschnurrceschnurr Member ✭✭
    edited January 2019
    I had Home and Business Edition from 2007 thru 2017.
    I downgraded to Starter in 2017.
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    ceschnurr said:

    I had Home and Business Edition from 2007 thru 2017.
    I downgraded to Starter in 2017.

    So are the accounts actually RRSP and RRIF account registers in Quicken or truly Savings and Chequing accounts simply labeled as such? 

    The error message suggests that they may actually be real investment accounts, since you migrated to Starter, which will preserve the old data but lacks the functionality to manage investments. If so, the fact that you are able to manually enter data in those registers may actually be the real bug, as it should not allow that in Starter.
    Have Questions? Check out these FAQs:COMPLETE list of Product Ideas - Quicken for Mac to VOTE on

    Object to Quicken's business model, using up 25% of your screen
    ? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires


    (
    Canadian Q user since '92, STILL using QM2007)

  • ceschnurrceschnurr Member ✭✭
    edited January 2019
    I believe that when I downgraded to Starter, I didn't find it necessary to track my investment accounts regularly.  So I transferred the $ valueof my previous RRSP investment account to an asset named 'RRSP' and changed the 'intent' of the asset to be savings.  I then manually updated the value on a semi-annual basis.

    So only now I'm entering my RRIF period where I would like to make regular transfers from my RRSP asset to my chequing account and I'm finding that I can't execute this as a memorized transaction.  I used my fake accounts and duplicated that I can't transfer $ from an Asset to a chequing account.

    I guess I'll have to upgrade and repeat the set up of the investment account with my portfolio details, or enter these transactions manually instead of memorized.
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