Transfer from Personal Savings to Personal Spending
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
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
0
This discussion has been closed.

Comments
Quicken Starter does NOT support investment accounts, new or downgraded from an earlier version of a higher feature level.
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(Canadian Q user since '92, STILL using QM2007)
I downgraded to Starter in 2017.
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.
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
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COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
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(Canadian Q user since '92, STILL using QM2007)
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.