One Side of Linked Transfer Transaction Missing (Q Mac)
Has anyone noticed this recently on Quicken for Mac? I've had it happen twice recently. I had a transfer transaction between two accounts. When I synced my bank transactions one of them matched up with the one account and I had a blue pencil to mark as reviewd (we'll call this Account A). However, the transaction in the other account (Account B) was a blue circle to review. I found this odd because the blue pencil in Account A was a transfer from Account B. This means that there was no matching transaction in the Account B. I looked all over and couldn't find the matching transfer transaction even though Account B clearly had a transaction which indicated it was a transfer from Account B.
I was able to kind of fix this by going to Account A, changing the transaction to transfer from an account that was different than Account B and then change it back to Account B. The linked transaction then showed up in both Account A and Account B. I lost the blue pencil in Account A and was able to drag and drop the two transactions together in Account B to make the match.
Any idea what may be going on?
Comments
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Hello @dioxide45,
To clarify the issue, is one side of the transfer not downloading, or is it downloading, but not matching up properly? The title of the post indicates that it's missing, but when I read your description of the issue, it sounds like you're getting the blue pencil (matched to manual transaction) on one side and a blue dot (downloaded and not yet reviewed transaction) on the other side. Is there a manual transaction (the other half of the transfer) in that other account for it to match to?
I look forward to your reply!
Quicken Kristina
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Sorry, it isn't easy to explain. For transfer transactions, I always put those in manually when I make a transfer or credit card payment. Then the transactions would usually match up after downloading. I only noticed the issue after downloading transactions later. After downloading one side of the transaction matches up but the other side doesn't. The reason the other side doesn't match up is because there is no transaction in the register for it to match to. I can clearly see that it is a transfer transaction on the account that shows the transaction, but the account it should link to, the transaction isn't in there. If I see it again I can post some screen shots.
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I think the same thing is happening to me:
I download the transactions from Bank A.
There are a few specific transactions that from Bank A, go to a college savings account, so quicken knows that money goes to an account that I manually set up, on the account register for Bank A, shows that that money correctly went to the quicken account B, is detected as a transfer and has the name of the account in brackets Transfer [Account B] .
If I go to Account B registry , that transaction is not there… so is like the money disappeared even if is shown as transferred between accounts.
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Sorry for the slow followup on this as I haven't seen it happen recently. All is correct. I am not sure I can restore a backup at this point given all the new transactions since the last occurrence. I will post again if this comes up again.
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