Use Quicken Mobile to enter transfer from Checking to Property & Debt Account

gastonvedani

I have set up an Asset account in Property & Debt where I keep track of monies owed between me and a family member. Yesterday I took cash out of the ATM and lent to my family member. So I tried entering the transaction in the Quicken Mobile app by entering the Cash Withdrawal transaction in my checking account and using the Transfer [Family Member Account] in the category. But the app gives me the following message "Error! This transaction contains a transfer to a loan account. You can only modify, or delete loan account transactions from desktop Quicken"

Does anybody know of a workaround? Thanks.

Quicken_Tyka

Hello @gastonvedani

Thank you for the response and for providing more details.

If you navigate to the Edit Details screen and confirm that the liability account section says "none"  I would next recommend running the Validate & Repair tool on the data file from the File menu > File Operations > Validate & Repair option.

In the Validate File window that opens, click the top box to "validate file" and then click OK.

When the validation completes, a data log will open in Notepad, please let us know if any errors or issues are found/repaired, and when ready close and re-open Quicken.

I would then, reset the cloud- Go to  Edit  >  Preferences  >  Quicken ID, Mobile & Alerts. Click  Reset your cloud data

I would sign into the mobile app and attempt the transfer once more.

Let me know how it goes!

-Quicken Tyka

Quicken_Tyka

Hello @gastonvedani

Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

I was able to successfully create a transfer from my checking account to the asset account using both the Windows and Mac platforms.

However, the asset account that I have created is not linked to a loan account.



As stated in the error "Error! This transaction contains a transfer to a loan account. You can only modify, or delete loan account transactions from desktop Quicken" loan accounts are currently unsupported by the mobile app at this time.

One option would be to unlink the account from the loan/liability account. This can be found by right-clicking on the account and choosing the Edit/Delete account.



The asset account can then be used in the mobile app. 

I hope this helps!

-Quicken Tyka

gastonvedani

Thank you for your response. However, my Asset account is not / was never linked to any liability. I am still unable to input transfers using the mobile app because it thinks the asset account is a loan account or is linked to one, when in fact this is not the case.

Quicken_Tyka

Hello @gastonvedani

Thank you for the response and for providing more details.

If you navigate to the Edit Details screen and confirm that the liability account section says "none"  I would next recommend running the Validate & Repair tool on the data file from the File menu > File Operations > Validate & Repair option.

In the Validate File window that opens, click the top box to "validate file" and then click OK.

When the validation completes, a data log will open in Notepad, please let us know if any errors or issues are found/repaired, and when ready close and re-open Quicken.

I would then, reset the cloud- Go to  Edit  >  Preferences  >  Quicken ID, Mobile & Alerts. Click  Reset your cloud data

I would sign into the mobile app and attempt the transfer once more.

Let me know how it goes!

-Quicken Tyka

gastonvedani

Fantastic! Problem is Fixed!! Thank you very much.