Double posting in 401k account when editing a payroll entry

After entering my recurring payroll entry, I needed to edit it to add the employer contribution to my 401k. When I look into the 401k register, the transaction from my original entry is there and an additional entry posts. When I look at the split on the originating transaction, the amounts show up correctly therefore it cannot be corrected. If I try to delete the extra transaction in the 401k register, it will not allow it to be deleted referring me back to the originating transaction. This has been occurring for several months.

Comments

  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello @doneenh1,

    Thank you for taking the time to report this issue to the Community, although I apologize that you have not yet received a response.

    The Community may need a bit more information to be able to assist you further. Please take a moment to review the information available here and post back to let us know what version/release of Quicken you're using.

    The more information you can provide regarding this issue will help the Community to better understand and assist.

    Thank you,

    Quicken Natalie

     
  • doneenh1
    doneenh1 Member
    I am using Windows 10
    Quicken Premier 2020 R27.24
    Build: 27.1.27.24

    After further investigation, I found that any account that I post the initial payroll recurring entry in to (e.g. 401k account, secondary checking account, HSA account, etc.) other than the primary deposit account will double post when I make a change to my initial entry via an edit. Once the double posting appears in those other accounts, there is no way to edit the originating entry to correct the second posting.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    On  those 2 transactions in the 401k ... are the amounts identical?
    Because there's 2 deposits into my wife's 401k also ... the amount that SHE deposited and the amount that her employer deposited (Employer Match) ... which is the way that it's supposed to work.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • doneenh1
    doneenh1 Member
    Thanks for the response.

    They are identical, however they are duplicates of the original posting. I believe what is triggering it is that after entering the original transaction and it posts correctly to all my accounts, I often need to go in at a later date and edit the initial entry to adjust the employer contribution amount on the transaction. When I save it, it is creating another posting only into the accounts I have set up for the 401k, HSA, and my secondary bank account that a portion of my paycheck is deposited in to. These are set up in my recurring transaction with the associated account for these items (e.g. Vanguard 401k account). When I try to delete the entries in the registers of these accounts, I am instructed that I must go to the original entry to make any changes. When I look at the initial entry, the duplicate entries are not showing up. Only the correct initial entries appear in the originating transaction. The only way I have found to get these accounts back into balance is to add a misc. transaction that withdraws the amounts out of these accounts.
  • doneenh1
    doneenh1 Member
    once again i have encountered this problem after editing a payroll transaction to update the employer contribution on the transaction. there now is a second entry in the 401k register, the HSA register, and the secondary bank account register. In addition, when I go to the originating payroll transaction and access the "split" to edit the transaction, none of the amounts show up in the screen (see screen print below)
  • Quicken_Tyka
    Quicken_Tyka Alumni mod
    Hello @doneenh1

    Thank you for taking the time to visit the Community to report this issue, although I apologize that you haven't received a follow-up response.

    I have a few questions to better help me understand what could be happening.

    First is the split just a scheduled split or is it a paycheck that has been set up using the Paycheck Wizard?

    Second, are you syncing to the cloud at all? This can be verified by navigating to Edit >Preferences > Mob& Web.



    Does this seem to occur after syncing?

    Please let me know!

    -Quicken Tyka
    ~~~***~~~
  • doneenh1
    doneenh1 Member
    Thanks for the follow up. I believe this was set up using the paycheck wizard ( in the "all bills & deposits" it shows the method as "paycheck"). And yes syncing with the cloud is turned on. Not sure if it is connected to they "syncing", however I have discovered it occurs when I edit the transaction. (I "enter" the paycheck and later go back and make a change to the "employer match" section of the entry) and the next time I go into the register I will see some of the amounts (401k, HSA, secondary deposit account), that are posted originating from the paycheck to have two entries
  • Hello @doneenh1

    Thank you for the additional details, I believe what you are describing is a known bug.

    There is more information available in a previous discussion, here.

    Please let me know if this matches what you are seeing or if your issue differs.

    Thank you,

    -Quicken Tyka
    ~~~***~~~
  • doneenh1
    doneenh1 Member
    The issue appears to be quite similar. I have turned off the "sync" feature and will see what happens later in the month when my next paycheck is entered.

    As many of the others have commented, this is quite disappointing that a known issue such as this one has not yet been resolved or a work around communicated. I have been a loyal Quicken user for many years (24 ) and have been highly satisfied until the past year or so. Since switching to the subscription service, I have encountered many more issues than when using the desktop software. I hope that these issues can be resolved soon and the reliability of the product improves. Can you please pass this and the disappointment that many are expressing to the appropriate management? Thank you
  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    edited August 2020
    Hello @doneenh1,

    Thank you for taking a look at the above-provided Discussion, as well as for your willingness to utilize the suggested workaround, as this issue is being worked on.

    On behalf of Quicken, I would also like to apologize for any frustration or inconvenience incurred.

    We appreciate you taking the time to leave your feedback here, and I will be sure to pass it along to the proper channels.

    Additionally, you may consider bookmarking the aforementioned Discussion regarding this issue, so that you can be automatically notified of any updates/changes as they're posted. You may do so by clicking on the gold star at the top of the post:

    I hope this helps!

    -Quicken Natalie

     
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