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When I try to update a miscexp action, I get a "Payee required" window

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This discussion was created from comments split from: Find Investment Transactions for Action Code MiscExp Produces Unexpected Results.

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Accepted answers

Quicken_Tyka

(RESOLVED R28)

Hello all,

Thank you for all of your response and for providing additional information.

I was able to recreate the "Payee Required" window, previously I was changing the date and hadn't fully saved the transaction to see the pop-up.

I was also able to recreate what @Jim_Harman has reported, I see this with both MiscExp and MiscInc transactions.

I have gone ahead and reported this issue and will post back more once a ticket has been officially opened.

Thank you,

-Quicken Tyka

(RESOLVED R28)

All comments

breslau43

When I try to update a miscexp action, I get a "Payee required" window even though I have a security listed. My only payee choices are people for my checking account. Sometimes I get the message if I want to save the changes and when I say no, it lets the change go through.
I am running Quicken Premier using Windows 10
Version R26.23
Build 27.1.26.23

breslau43

Need to add one item. When I try to change the date, on the miscexp action, using the register line, I get the payee required window. If I use the edit command on the register line and the edit window appears, I can change the date without a problem.

Quicken_Tyka

Hello @breslau43

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 have been unable to recreate this thus far and have a few questions to help me understand what could be happening.

Has this transaction been previously downloaded or is it a manual transaction?

Does this only occur when editing an existing transaction or do you experience any trouble when creating a new transaction?

Last, is this the only account this is occurring in?

Please let me know!

-Quicken Tyka

q_lurker

breslau43 said:

Need to add one item. When I try to change the date, on the miscexp action, using the register line, I get the payee required window. If I use the edit command on the register line and the edit window appears, I can change the date without a problem.

Yep. That is the way it works. Any change to a MiscExp transaction (and maybe a MiscInc transaction?) needs to be done through the Edit (Edit Transactions button) window. No known reason for that, but that s the way it is.

@Quicken_Tyka -- yes, that applies to new transactions also. If you start a new MiscExp transaction from the transaction list, the program opens up the window for that action.

The 'glitch' is really what breslaut43 noted originally, that as a in-line edit, the program demands a "Payee Required" but not so from the edit transaction window.

Jim_Harman

Another issue I noticed recently with a MiscExp is that if I try to edit it to add a security, it turns into a Withdraw in the transaction list.

However if I click on Edit for the (now Withdraw) transaction the MiscExp edit window is displayed. Weird!

Quicken_Tyka