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Bug Report: Account Bar Balance Sync Issue After Reverting Savings Goal Transfer

Terri T

While updating a transfer in my register today, I accidentally selected a Savings Goal instead of the correct target account. I immediately corrected the category to the proper account. While this update successfully corrected the registers for both accounts involved, I noticed that the balances in the sidebar Account Bar remained incorrect.

Toggling the "Show savings goal transactions in register and reports" setting temporarily corrected the displayed balances, indicating that the accidental transfer was still being factored into the totals despite being edited.

To resolve the issue, I attempted the following troubleshooting steps without success:

Ran the Validate and Repair File... tool.
Restarted Quicken.
Installed the latest software update and restarted Quicken again.

Ultimately, I restored a backup file from two days ago, which resolved the incorrect balances. However, there appears to be an underlying sync issue with Savings Goals.

I have submitted a formal report via Help > Report a Problem titled "Bug Report: Account Bar Balance Sync Issue After Reverting Savings Goal" containing my system logs for your team's reference.

Also for reference:

https://community.quicken.com/discussion/7970612/figured-out-why-account-bar-balances-not-matching-register-and-online-balances

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Comments

Quicken Kristina

Hello @Terri T,

Thank you for reaching out! To clarify, when you accidentally selected the savings goal to transfer to, was the transaction entered in your register, then edited, or was it corrected before you entered it in your register?

I look forward to your reply!

Terri T

@Quicken Kristina It was entered into the register. When I entered it, I noticed it “disappeared.” I realized the “Show savings goal transactions in register and reports” toggle was “hiding” it. As soon as I realized the issue, I corrected it. It was corrected after being entered into the register. I suppose I could have deleted it in its entirety and entered a new line, but the Bug is still there and should be reviewed.

Quicken Kristina

Thank you for the additional information,

I was able to replicate the issue, and forwarded it to the proper channels for further investigation and resolution. Thank you for sending the problem report. It will help our teams investigate the issue.

Thank you!

(CBT-1207)