How to change the account for an already-entered loan payment on Windows?

ajkessel
ajkessel Member ✭✭✭
in Registers & Transactions (Windows)

I've switched my mortgage payment account. I figured out how to make future auto-entered payments correctly come from the right account by following the instructions here:

How to edit loan payment — Quicken

But I don't see how to correct an already-entered payment to come from the new account. If I try to edit the payment from the loan account, I get the error "This transaction was created as a transfer from a split transaction. In order to change it, you must go to the source transaction by using 'Go To matching transfer' from the Edit button." But if I go to the matching transfer and attempt to edit, I don't see any way to change the account the funds come "from", only the loan accounts that the funds go "to".

Can anyone point me to the right way to do this short of deleting the transactions and re-creating them manually?

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Answers

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Why can't you just cut the transaction from the wrong payment account and paste it into the correct one?

    Quicken Business & Personal Subscription, Windows 11 Pro

  • ajkessel
    ajkessel Member ✭✭✭

    Why can't you just cut the transaction from the wrong payment account and paste it into the correct one?

    I just tried that — the new account is an investment account and pasting does not appear to work. It just tried to put the text into the first cell rather than actually bringing the register entry over to the new account.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Does this investment account have a linked Cash/Checking account? (Established from Edit Account Details, General tab of the investment register, "Show cash in a checking account")

    Theoretically, Cut/Paste transaction from the checking account should work.

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 29

    Did not know it was a brokerage account. Probably best just to manually reenter it in the proper account.
    However, If it is a lot of transactions then you could try adding a linked checking account and see if they can be pasted in there. If so then unlink it and see if that works. Of course be sure to backup before trying that.

    Quicken Business & Personal Subscription, Windows 11 Pro

  • ajkessel
    ajkessel Member ✭✭✭

    OK, switching it to a "linked checking account" allowed copy-and-paste to work. Thanks for that tip!

    I am now noticing that recent transactions in that brokerage account are not actually showing up in Quicken (either in the brokerage register or the "linked checking account" register). I tried resetting the account and it says it is successfully syncing, but I'm not seeing transactions in either the brokerage account or the newly-created linked checking account. I have it set up as "complete - positions and transactions" rather than "simple - positions only". Is there some trick to getting that to work with brokerage accounts?

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'm not seeing transactions in either the brokerage account or the newly-created linked checking account.

    Have you looked in the checking account (the one where the transfer originated from), to see if the Category shows the correct destination (Transfer-to) account name? If not, change it.

  • ajkessel
    ajkessel Member ✭✭✭

    Actually, disabling and re-enabling the online syncing for this account seems to have fixed it. I'm all set now!

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Btw, if you haven't already done so you can now unlink that linked checking account if you don't want it.

    Quicken Business & Personal Subscription, Windows 11 Pro

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20535277#Comment_20535277
    1. Are you Syncing to Mobile/Web? Is the Sync option in Edit / Preferences / Mobile & Web turned on?
      AND
    2. do you actually use the Mobile app on your smartphone or the Quicken on the Web browser-based app?


    The Sync process has been suspected of a number of weird things happening with Quicken. Could your problem be caused by Sync?
    • If you answer "yes" to the 1st question and "no" to the 2nd question, turn Sync off completely. You don't need it. The Sync process should only be used in conjunction with the Quicken app for Smartphones or the Quicken on the Web browser app. It cannot be used as a replacement for backing up and restoring your Quicken data file.
    • If you answer "yes" to both questions, try to Reset Sync so that the current cloud sync file is replaced with a fresh complete copy
    Do note that a full Sync process may take many minutes to complete.

    How to reset Sync to Cloud
    • Log out of your mobile app, then do this on your desktop / laptop:
    • Go to Edit / Preferences / Mobile and Web
    • Click the "Reset your cloud data" link and follow the instructions until it is complete.
    • Sync your desktop file to the cloud
    • Now log back into your mobile app

    How to turn off Sync to Cloud for the current data file
    • Go to Edit / Preferences / Mobile and Web
    • Change the Sync radio button and set it to OFF

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