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Quicken Classic Pro VR20.20 Build 27.1.70.20-Copy/Paste Transactions NO longer Working

louisjjames

Since the most recent update, the "copy transaction" / "paste Transaction' is no longer working. While you select "Copy", it is putting in the clipboard (use Windows-V to see the clipboard). But Paste Transaction no longer works.

This is a bit of an issue.

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Add/Edit Transactions

Windows

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Sceptic

@louisjjames try rebooting your computer and/or restarting Quicken. Sometimes using the Copy and Paste transactions multiple times in succession causes them to stop working.

louisjjames

Thank you Sceptic. Should have put that in my post. I did reboot - several times and of course, restarted Quicken to no avail. It was definitely the update. I was using the Copy/Paste before the update and after the update it stopped. Again, it is copying, just not pasting.

Sceptic

@louisjjames to be clear, how are you trying to use "Ctrl-C" for copy and "Ctrl-V" for paste, or are you trying to use "Copy transaction(s)" and "Paste transaction(s)" from the menus?

Also, what type of account register are you using these functions in?

One setting to double check is Edit→Preferences→Settings→Keyboard mappings

louisjjames

You're correct. Quicken has two versions of Copy/Paste. This is regarding "Copy Transaction(s)/Past Transaction(s)". That's the only way I know of copying/pasting transactions.

Jim_Harman

I tried this using R70.20 for both banking and investing transactions and it appears to work for me. I tried both the Edit>Transaction>Copy transaction(s) and Edit>Transaction>Paste transaction(s) and the corresponding right-click actions.

@louisjjames for what type(s) of transactions and accounts did you see this issue and exactly what Copy/Paste method are you using?

What happens when you do the Paste? What I see in Investing accounts is that when pasting it pauses for a moment and then displays the Enter Transactions dialog that corresponds to the type of transaction you are pasting.

Sceptic

@louisjjames when you say the paste doesn't work, is the transaction grayed out in the menu, or clicking on it does nothing? Sorry for all the questions. I tried the "Copy transactions" and "Paste transactions" and they work as expected in both non-investment and investment account registers.

The difference could be that you have upgraded to R70.20 and my Quicken is still on R69.53.

I would suggest submitting a "Report a Problem" to Quicken Support. Help→Report a problem, and then also contacting Quicken Support.

Link to support options → https://www.quicken.com/support/search-opt

louisjjames

Definitely copies because i see the transaction in the Clipboard. But it does not paste. It's not grayed. It just does not work. Use to prior to R70.20 and it is clear that updating is was killed it.

Sceptic

@louisjjames please see @Jim_Harman comments and questions. His Quicken is on R70.20 and the copy and paste transactions work for him.

If his suggestions still don't resolve your issue, then I would submit a problem report to Quicken Support and contact them.

mshiggins

@louisjjames

It sounds like you are using Copy Transaction(s) / Paste Transaction(s) on a regular basis. Can you tell us a bit more about why you are doing so?

Sceptic

@louisjjames - there is another thing you can try before contacting Quicken Support is a data file validate.

Create a backup of your data before proceeding

Validate:

Go to File → Validate and Repair File
Select Validate File
Click OK
Review the DATA_LOG when the process completes.

If the issue persists, create a backup and then run a Super Validate:

Hold Ctrl + Shift while selecting File → Validate and Repair File
Select Super Validate File
Click OK
Review the DATA_LOG for any errors or repairs reported.

louisjjames

I validate/super validate each time I use Quicken. Always no errors. Why the trouble of validating/super-validating. Because when you poke around quicken - especially tags and categories quicken gets sideways. The Validae/Super Validate keep everything in line. I know some will say that will cause problems but since using quicken I've always done it and I rarely have problems with the file(s). Also do a lot of local backups.

louisjjames

Use it all the time. Best for repeat transactions that are NOT reminders. Also for credits. Copy the previous transaction and change it from a charge to credit. It was a great feature.

(By the way, Quicken user since it first came out! (1984??? or there abouts!)

nmestanas

I'm on 70.20 and it seems to work fine although I don't routinely use this feature.

Do you have a "dummy" datafile where you can try it? If not, just create a new datafile, create a local account, put a few transactions in it and try. You could also export/import a few transactions from a real account.

I have an issue with online billing since the switchover (not a big deal), that I thought was a bug. Turns out it worked on a new datafile. Mine Validates/Super validates without error. Same datafile since 2001.

Binster

I am having same problem after recent update.. Sometimes it works, sometimes it does not. If I have transactions filtered, it never works. I use this often for repeat transactions

Sceptic

@Binster - sometimes the copy/paste transactions or Ctrl-C and Ctrl-V don't work when using them in repetition. Does restarting Quicken help aleviate some of the symtoms?

Otherwise, try a data file validate. If the symptoms persist, I would recommend submitting a "Report a Problem" to Quicken Support and/or contacting Quicken Support.

Sceptic

Creating a test file is a troubleshooting step that I forget to mention or try. The issue with that sometimes is that if the function works in a test file then there is no clear path to a solution for your current data file. I have learned that a Quicken Copy is a very useful and effective troubleshooting step for both data file and connectivity issues.

louisjjames

I have several Quicken Files. Sometimes it works. Sometimes it does not. My main file worked perfectly this morning for ONE transaction. Then it stopped. Restarting, rebooting, creating test files, validating and the sort make no difference (I've done them all). As I said, in the main file, it worked perfectly ONCE. However, in another smaller file, it worked perfectly yesterday.

What I can say with absolute certainty: Prior to the update, this was not an issue. I used it extensive. Most of my transactions are near repetitions but never on the same data. Hence, reminders don't necessarily work. There is enough of a difference that a reminder will not work. However, the Copy/Paste Transaction was a "thing of beauty". Worked in Checking Accounts, Credit Cards and transactions in investments.

The transactions in investments is a perfect example of why reminders won't work. You may BUY or SELL securities (stocks) on different days - each with a different dollar amount, different share amount but the basic transaction is the same. Copy/Paste Transactions worked perfectly there. Copy transaction / Paste Transaction / change the Date / Click Edit and update the shares and shares cost and it worked.

Regrettably, it is now hit or miss. And that is across multiple files, test files, validates and the sort. It is definitely tied to the update.

(Another test to try that proves the "Copy Transactions" Works

Do a Copy Transaction (Any transaction)
Open Notepad
Paste the transaction (Use ether<Ctrl-V> Or <Shift>-<Insert>

You will get what was copied

Here's an example:

Date Payee Category Tag Memo Charge Clr Payment Balance
11/10/2026 Amazon Bills:08-Groceries P1 - Personal Payment PER-Jigsaw Health Potassium Cocktail 47.47 -5,705.42

That's proof that the Copy side works. It's the Paste Transactions that's the problem.

louisjjames

One more note. Good idea to "Report a Problem" to Quicken but not until we get one of the Quicken moderators to join the discussion. I find that "report a problem" fails away into the nether regions of Quicken. Once they "see" the discussion, that's a different story. I've submitted multiple problems never to get a reply. HOWEVER, once I have their attention (via this with a Quicken Moderator) or via a phone call, the Report a Problem works great.

Sorry to be a skeptic but been around enough to know that we need to get their attention first. Hopefully soon.