Paycheck split deposit wrong in "In/Out/What's Left" pagelet

Rick6

I have a twice/month paycheck set up with a primary deposit account. For example's sake, let's say my total net paycheck is $1000. I added a second deposit account to send $250 per paycheck into another checking account. In the "Track Paycheck" panel, it netted down the Primary Deposit Account by $250 correctly, so that it shows $750 going to the Primary account, and $250 going to the additional account. All good there.

Now for the problem... on my Home view, I added applet "In/Out/What's Left". With the applet option set to "Account Balances", the Inflow box shows my total Inflow for the month. Problem: It's showing a total Inflow amount of $2500 for the month. In the Expected Income detail popup, the total gross paycheck amount twice, as well as the secondary deposit account twice, thus over-reporting my income by $500 (2 x $250). For example, Sep 15 lists $1000 deposit and $250 deposit, Sep 30 lists $1000 and $250. It _should_ list $750 and $250, or even just the paycheck gross of $1000 once, for each pay date, for a total expected income of $2000 for the month.

I attempted to phone premier support to report this, but it was taking a long time to try and explain to the rep what the problem was, as he wasn't familiar with this aspect of the application. Then, while I was in the middle of explaining, the call dropped. So, as it didn't seem like the premier phone support was special at all in my single experience trying it out, I thought I'd post the bug report here and see if it could escalate to Quicken Support for prioritization. I am running the most current Quicken Premier for Windows 2019, Version R21.17, Build 27.1.21.17.

Also, am I missing something? The only way it seemed I could report a bug to Quicken was over the phone. Otherwise the Support links direct me to the community. I just want to report a bug, and I'd like to do it through an online form, but I can't seem to find a way to do that.

Sherlock

I don't think you're not missing anything.  Quicken has had a long standing issue projecting bill and income reminders with transfers.  Generally, bill and income reminders are associated with one account.  When the reminder includes one or more transfers, Quicken gets confused when it attempts to project the impact of the reminder.  

In your example, the projected inflow into the primary account will be $1000 and the projected inflow into secondary account will be $250 for each future paycheck but Quicken neglects to include the outflow of $250 from the primary account to the secondary account.  

If you had used a transfer reminder between the two accounts, Quicken wouldn't consider it to be a flow at all because it was between Spending accounts, which, in one sense, would resolve your issue.  You'd only have the $1000 inflow into the primary account.

If you would like an easy work around while waiting for Quicken to correct their issue someday, I suggest you create a dummy transfer reminder scheduled to coincide with the paycheck but that you will never actually enter.  The transfer reminder should move $250 from the primary account to a Separate register with an Account Intent not set to Spending which should cause the $250 to appear in Transfer to Savings in the In/Out/What's Left item for Account Balances.

Note: You may see similar issues in the Projected Balances views and when allowing Quicken to show reminders in the registers and budgets.

Sherlock

I don't think you're not missing anything.  Quicken has had a long standing issue projecting bill and income reminders with transfers.  Generally, bill and income reminders are associated with one account.  When the reminder includes one or more transfers, Quicken gets confused when it attempts to project the impact of the reminder.  

In your example, the projected inflow into the primary account will be $1000 and the projected inflow into secondary account will be $250 for each future paycheck but Quicken neglects to include the outflow of $250 from the primary account to the secondary account.  

If you had used a transfer reminder between the two accounts, Quicken wouldn't consider it to be a flow at all because it was between Spending accounts, which, in one sense, would resolve your issue.  You'd only have the $1000 inflow into the primary account.

If you would like an easy work around while waiting for Quicken to correct their issue someday, I suggest you create a dummy transfer reminder scheduled to coincide with the paycheck but that you will never actually enter.  The transfer reminder should move $250 from the primary account to a Separate register with an Account Intent not set to Spending which should cause the $250 to appear in Transfer to Savings in the In/Out/What's Left item for Account Balances.

Note: You may see similar issues in the Projected Balances views and when allowing Quicken to show reminders in the registers and budgets.