Memo field in transaction not populating in linked cash account

jcryanjr

Running Win 11 with Quicken R62.14

I sold a few RSU shares in an investment account with a comment in the memo field:

In the linked cash account the memo field of the linked transaction is blank:

If I attempt to edit the memo field in the cash account it pops up a message the edit must be made in the investment account.

Quicken issue or should the memo be entered differently in the investment account?

Thanks…..

Quicken Kristina

Hello @jcryanjr,

Thank you for letting us know about this issue. I tested in my Quicken and noticed it showed this error message:

However, following the instructions in the error doesn't allow one to successfully update the memo in the cash account.

Right clicking and choosing "Go to transfer" takes you right back to the same transaction and shows the same error when attempting to update the memo.

I forwarded this issue to the proper channels for further investigation and resolution. If you would like to contribute to the investigation, please navigate to Help>Report a Problem and send a problem report with log files attached.

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!

Thank you.  

(CBT-630)

jcryanjr

Thanks Kristina. I have nothing further to add to the issue. Your submission provides everything needed to resolve the issue.