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 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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  • RickO
    RickO SuperUser ✭✭✭✭
    I can confirm this behavior in QM 6.12.2. It is most definitely a bug. Screenshots below.

    @Alan18 The workaround for now is to show future transactions in the payment account register (tiny clock icon, top right). Then double click the transaction and choose Pay on Next Update, or More...Mark As Paid. Either of these options will open the transaction for full edit, but not obliterate the Transfer account like Edit & Mark As Paid is doing.

    @Quicken Anja Here is the proof of this bug. Please report this up the chain...

    Transaction in the Payment account and Credit Card accounts registers before Edit & Mark As Paid:





    Transaction in Bills before Edit & Mark As Paid:



    Popup window upon clicking Edit & Mark As Paid. Note that the credit card account is still shown in the Category field in this popup, although there is no Transfer field displayed:



    Transaction in the payment account after using Edit & Mark as Paid. Note that the Transfer account in the Category and Transfer fields has been blanked out:



    Next transaction showing in the credit card account after this action. Note that the March date has been skipped and the April date is the next displayed:










    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • 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 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.
  • RickO
    RickO SuperUser ✭✭✭✭
    edited February 2023
    @Quicken Janean I just created a new data file and set it up with only one checking and one credit card account, both offline accounts. Then I was easily able to replicate the issue by creating a Transfer transaction in the checking account, scheduling that transaction and then using Edit and Mark as Paid in the Bills & Income > Bills screen. The Transfer field in the checking account is blanked out when doing this. Entering the transaction using Mark as Paid directly in the checking account does not have this affect. 

    I have submitted the issue again using Report a Problem and this time included a sanitized data file. After sending the sanitized file, I am able to open it and replicate the issue again. Therefore, when the engineers receive the sanitized file, they can go directly to Bills & Income > Bills, click the three dot icon, select Edit and Mark as Paid and see the issue occur.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • RickO
    RickO SuperUser ✭✭✭✭
    @Alan18  Good news! This is reported to be fixed in the just released v6.12.3 update. Give it a try.



    @Quicken Anja Thanks for passing this up the ladder and getting it addressed so quickly.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Alan18
    Alan18 Member ✭✭
    Yup. Everything seems to be working as expected now.
    Appreciate the quick fix.
  • Quicken Janean
    Quicken Janean 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.