Scheduled Investment Transaction Groups not being entered
When l look in Bills and Incomes Reminders, I see that the due date gets reset (as if the transaction group were processed). But the next date is 2 to 3 months in the future. (when I first notice this in June, the next schedule date was sometime in late August, When I notice it today -- July 3 -- the next schedule date was October 20.)
If I edit the transaction group to try to reset the due date to today (July 3), the group gets scheduled for July 31 (4 weeks later). If I go back and edit the Transaction Group again, it shows the due date as August 14 (6 weeks later). When I open the transaction to check the settings, the due date is advance another 2 weeks, even if I didn't change anything.
I thought about trying to recreate the Scheduled Investment Transaction Group, in case something had gotten corrupted, but the button for the Investment Type of transaction is greyed out.
Best Answer
-
Hi @rsohn,
Sorry to hear that you are having issues with your "scheduled transaction group".
While I haven't experienced the behaviour you described, it does sound to me like there is some type of corruption involved. So, it may be easier if you do set up a new one.
On your last paragraph - where you say "but the button for the Investment Type of transaction is greyed out" - keep in mind that you have to enter an investment type account name in the "Account:" field in order to activate that button.
Let me know how that works out for you or if you have any followup questions.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
Answers
-
Hi @rsohn,
Sorry to hear that you are having issues with your "scheduled transaction group".
While I haven't experienced the behaviour you described, it does sound to me like there is some type of corruption involved. So, it may be easier if you do set up a new one.
On your last paragraph - where you say "but the button for the Investment Type of transaction is greyed out" - keep in mind that you have to enter an investment type account name in the "Account:" field in order to activate that button.
Let me know how that works out for you or if you have any followup questions.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
Hi @Frankx
Thanks for the reminder about selecting an Investment Account. It's been so long since I had to create a transaction group I had overlooked that.
I deleted and recreated the group. So far, so good. It seems to be keeping the proper Due Date. I noticed one weird thing though when I first created the group: There are 10 transactions in the group, and when I first hit Save, the due date was updated 10 times, 2 days later for each iteration, all the way out to Nov 20. Once it was done, the final Due Date cycle back to today.
I guess I'll have wait 2 weeks for the round of automatic entries to see if this is truly fixed.0 -
Quicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -1