Account changed when categorizing last transaction displayed.

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MoreThanOneDave
MoreThanOneDave Member ✭✭
edited 9:12AM in Errors and Troubleshooting (Windows)

When categorizing a list of transactions filtered for last 30 days and uncategorized, I encounter an error that I am changing the account of a recorded transaction once I reach the final transaction.

Quicken error 20240327.pdf

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  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Thank you for the image.
    The last transaction in your register is marked "R"(reconciled) in the Clr column.
    When the appropriate warning option is activated in Edit / Preferences / Notify Quicken sends a warning popup when trying to change a reconciled transaction.

    So, if you really want to make the change to this reconciled transaction, go ahead and allow Quicken to do it.
    If you mistakenly changed a reconciled transaction and don't want it to happen … the popup allows to cancel the change.

    P.S.: In future discussions please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files. And crop the image to only send relevant pieces (e.g., the register column headers and its transactions) so you have less redacting to do.

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