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How do I correct a placeholder when none are showing for an account?

Hitman77

:/ I'm trying to enter a simple sale and transfer cash transaction manually. Pop up says a placeholder exist on same data so no effect will be given to share balance. The transaction does not transfer the cash and no editing helps. Yet - no placeholder transactions appear for the account. BTW - all of my placeholder issues were created when I upgraded back in April.
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Sherlock

If you haven't already, you may want to review: https://community.quicken.com/discussion/7267839/quicken-faq-managing-placeholder-entries-in-quicken-for-windows

Sherlock

Hitman77 said:

Thanks for the assist, but I don't download any of these transactions. There do not appear to be any placeholder transactions. That's what makes this so difficult to understand.

Please provide the version of Quicken being used: select Help > About Quicken

If you haven't already, I suggest you check the Show hidden transactions preference and review the account's transaction list for any Entry or Added transactions without an Inv. Amt.

Otherwise, I suggest you try the Copy and Validate instructions described in https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

All comments

Sherlock

If you haven't already, you may want to review: https://community.quicken.com/discussion/7267839/quicken-faq-managing-placeholder-entries-in-quicken-for-windows

Hitman77

Thanks for the assist, but I don't download any of these transactions. There do not appear to be any placeholder transactions. That's what makes this so difficult to understand.

Sherlock

Hitman77 said:

Thanks for the assist, but I don't download any of these transactions. There do not appear to be any placeholder transactions. That's what makes this so difficult to understand.

Hitman77

Deluxe R30.14
Thank you - you are a genius! There was a hidden transaction which I could simply delete! I didn't know about this preference. :)

Tom Young

@Hitman77

I'm curious, only because I encountered what seems to be something similar. You said that you didn't download any of "these transactions" but didn't make clear whether the Account has ever been a "connected" Account or always functioned as a "manual" Account with you making every entry.

Presumably a pure manual Account that's never had downloads into it shouldn't have any placeholders in it.

Sherlock

Tom Young said:

@Hitman77
I'm curious, only because I encountered what seems to be something similar. You said that you didn't download any of "these transactions" but didn't make clear whether the Account has ever been a "connected" Account or always functioned as a "manual" Account with you making every entry.
Presumably a pure manual Account that's never had downloads into it shouldn't have any placeholders in it.

A user may add a placeholder transaction in an investment register: press Ctrl + N, and select Adjust Share Balance in the Enter transaction: pull-down menu.

Note: Placeholder transactions are also used to establish the initial holdings in a manual account.

Tom Young

Perhaps that's what happened in my case, though it was a test file with only a few test transactions in it. You'd think that if I hit that key press combination accidentally I'd have noticed the prompt for information and cancelled. But short of Magic, I guess that's the only logical explanation.

Hitman77

Tom - my account was never connected and never showed a placeholder account. I never had an issued until I upgraded my Quicken back in April. Maybe something happened during the upgrade? Maybe I fat-fingered something. Once I showed hidden transactions it was an easy fix, though.