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"The transfer transaction is to an account that no longer exists in Quicken" error

Mike23

I've been having this problem recently for random transactions. I just noticed that it seems to have to do with when Quicken asks if I'd like to make the same categorization for similar transactions. The original transaction seems to work fine, but if I ask Quicken to auto-populate the other transactions with same category, those transactions don't work. To be clear, the category is a transfer to an other account. I guess I can just not use that functionality, but curious if others are having the same issue, as it might be a bug.

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Accepted answers

Quicken Natalie

Hello All,

Thank you for taking the time to report this issue to the Community.

I am also seeing this behavior in Quicken and have gone ahead and reported it. A Bug Ticket has been opened and our Teams will be working to investigate and resolve the issue.

There is currently no ETA on a resolution, however, I will be sure to post back with any updates as they become available.

Thank you,

Quicken Natalie

CTP-804

All comments

Quicken Francisco

Hello @Mike

Thank you for reaching out on the community and telling us about your issue. that is odd. I believe it'd likely have something to do with our memorized payee. Is it the same transaction each time that's causing the issue or does it vary sometimes? If it's the same one we may just need to see if we're able to edit the memorized payee.

You can edit the memorized payee by going across the top to tools -> Memorized payee list. Right click on the payee and select edit. I would try changing the category to something different at first then try switching it back to the account it's being transferred to. Ideally it should recognize as an active account so you're not getting the message anymore.

Once you get a chance to try let us know how it goes!

Thanks,

Quicken Francisco

Mike23

I don't think it relates to memorized transactions. I just made two entries with payee of "Test" and no category. I went to the first one and entered the category, which is a transfer account. When I hit enter, it asks me if I want to "Update all categories for this payee?". If i say yes, the register shows the second transaction with the same category (transfer account), but if I try to go to matching transfer, I get the "The transfer transaction is to an account that no longer exists in Quicken" error. I've tried it using different transfer accounts and have the same problem. Any ideas?

UKR

Just for the record, what version, edition level and release of Quicken are you using? Click Help / About Quicken (Mac: Quicken / About Quicken) to get this information.
What version of Windows or Mac OS are you using?

Mike23

Quicken Deluxe 2020 R26.23 Build 27.1.26.23

Mike23

Oh, and Windows 10

UKR

I must say that I haven't seen this situation before.
If it's a function that was recently added to Quicken, it might be a good idea to discuss this with Quicken Support. Who knows, you might have found a bug. But you also might have data integrity issues in your Quicken data file. Let's eliminate those first.

If you haven't rebooted Windows since you installed the latest software update, please do so now and then try Quicken again.

Still not working?

Let's start with some "Troubleshooting 101" to ensure the Quicken software is installed and updated properly and that your data file is in good working order.
Please perform all the steps in this document in the order specified:
Troubleshooting 101 - Fixing Software Installation and Data File Problems

If you haven't done so already, I'd say it's time to call Quicken Support on the phone and request help. Let them do a screen share session with you to review the situation on your computer, to determine the nature of the problem and to figure out how to fix it.

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Chris_QPW

Well the "Update all categories for this payee?" feature is quite new, and it seems that there is a bug in it when it comes to transfers.

I was able to reproduce the problem.

Rocket J Squirrel

I can reproduce it also. Manually over-typing the same transfer account in the Category field does not clear the error condition. I had to replace the transfer account twice to get it to work properly.

Mike23

Sounds like it’s a bug. Thanks for checking and replicating. To fix, I have to delete the category, save the transaction and then go back into the transaction and re-add the category. That seems to fix it. Guess I just won’t use that functionality until the bug get fixed. Speaking of, is there a proper way to report bugs or does Quicken monitor these boards?

Chris_QPW

@Mike The suggested way to report bugs is: Help -> Report a problem...

You might also want to contact Quicken support and reference this thread.
Contact Quicken Support

From what I know unless the thread gets a lot of activity I don't think that it will get reported as a bug by the moderators.

Chris_QPW

BTW I have used this feature for non transfers and it seems fine for that purpose. Just need to stay away from using it for transfers until they get it fixed.

Quicken Natalie

Mike23

Great, thanks all.

Quicken Natalie

Hello All,

We appreciate everyone's patience while this was being worked on!

I am happy to announce that a fix for this has been deployed with the R28 release.

Thank you,

Quicken Natalie