Bills & Income "Edit and mark as paid" does not work properly for Credit card payments (Q Mac)

Alan18
Alan18 Member ✭✭
First, thanks for adding the "Edit and Mark as Paid" option to the Bills & Income page, it makes it much more useful.

However, when using this command for entering credit card payment transactions the transaction is not properly entered in the credit card account.

The scheduled transaction is assigned the category "Transfer[Credit Card Account]" but when the "Edit and Mark as Paid" option is used to enter it, the target Credit card account is ignored/dropped.

The result is that the transaction is entered as a withdrawal from the payment account (with a category of "Transfer", with no account specified) and nothing is entered into the credit account.

Best Answer

  • Quicken Janean
    Quicken Janean Quicken Windows Subscription Moderator admin
    Answer ✓

    Hi All, This should be resolved in the latest release. Please update when you have the chance. Thanks!

    —Quicken Janean

    Quicken Janean

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Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @Alan18,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    If you don't mind, could you please provide screenshots of the issue you described above? Please be sure to cover any sensitive information.

    If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Thank you!

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod
    edited February 2023
    @RickO Thank you for adding to this thread and following up with screenshots.

    For anyone experiencing this issue, we have forwarded this issue to the proper channels to have this further investigated and also request that you please navigate to Help > Report a problem from within your Quicken program and submit a problem report with log files attached in order to contribute to the investigation. While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

    We apologize for any inconvenience in the meantime! Thank you.
    (CTP-5930)

    -Quicken Anja
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  • Quicken Janean
    Quicken Janean Quicken Windows Subscription Moderator admin
    Hi @RickO and @Alan18, We are having trouble replicating this issue. If you have not already, please go to Help > Report a problem and submit logs so we can look into this further. Thanks! 

    -Quicken Janean

    Quicken Janean

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  • Alan18
    Alan18 Member ✭✭
    There's nothing relevant in my logs.
  • Alan18
    Alan18 Member ✭✭
    Yup. Everything seems to be working as expected now.
    Appreciate the quick fix.
  • Quicken Janean
    Quicken Janean Quicken Windows Subscription Moderator admin
    Answer ✓

    Hi All, This should be resolved in the latest release. Please update when you have the chance. Thanks!

    —Quicken Janean

    Quicken Janean

    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.