Reporting long-standing Bug in Withdrawal entry in Investment Accounts

crosscheck57
crosscheck57 Quicken Windows Subscription Member
edited September 24 in Errors and Troubleshooting (Windows)

When keying in a Withdraw entry in an Investment account, (entering payee, date, type (for ex "EFT") and amount, the system doesn't save as you entered but saves the entry exactly as it did that LAST time you entered a withdrawal under that payee. You must go in manually and correct it by re-entering the correct data and resaving it.

It is easy to miss this; only to discover the mistake later when balance is off.

Comments

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 24

    That will happen if the payee is memorized and locked. Please also check the settings for auto completion.

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    Quicken Business & Personal Subscription, Windows 11 Pro

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