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Change a transfer to regular transaction

Mike Mierzwa

Win 10, latest Quicken version (R60.15)

I've submitted this to Quicken as an issue on 12/22/2024.

Maybe someone has an answer?

Transferred $$ to another account. Later changed the transfer to an expense, which effectively eliminated the transfer. But, by clicking the little icon in the category field, it is only showing accounts, no categories. Typing in the category will work, but no list.

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Comments

UKR

Can you show us an image snapshot of the popup image that you are seeing?
Usually, there's a selection list down the left side of the category popup with category group items like Income, Expense, Transfers, etc. If there is, try clicking "All categories" or one of the other groups instead to show different categories.

Mike Mierzwa

Attached are snipits, explanations within.

Mike Mierzwa

It seems that once a transaction is recorded as a transfer, it thinks it's a transfer forever.

Mike Mierzwa

I found the cause.

Initially I had the reference column hidden (didn't need it). Out of curiosity I added it to the register.

All of the transactions that were acting weird had a reference of "TXFR".

I cleared the reference and all is well.

Don't know if this would be considered a bug or not. But it sure confused me and I've been using Quicken for 20 years.

UKR

Thanks for the images and for posting the resolution.

https://community.quicken.com/discussion/comment/20467902#Comment_20467902

The text "XFER" in the Reference (or Check#) column making such a difference would have confused me, too, and I've been around the Quicken block for quite a few years, too.

Mike Mierzwa

Well, we got the word out.

We can close out now. Happy holidays.

Chris_QPW

It isn't a bug, this is how Quicken has always worked. Note that I don't know if it is still going on, but USAA was coding every transaction as a transfer and Quicken was setting the XFER as a result, making it a total pain since as noted this locks out having anything but a transfer account in the category field.