Quicken Find cannot locate transactions with Action = Withdraw

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭
edited November 25 in Download, Add/Update Accounts (Windows)

Quicken Find incorrectly states there are no transactions with Action = Withdraw. I have reported the problem. I am trying to Edit the transactions that Quicken incorrectly made Withdraw transactions in an account that are actually transfers and change them to Xout. Any suggestions how to accomplish this change other than a one by one manual update?

Screenshot 2025-11-25 at 9.22.15 AM.png

Deluxe R64.30, Windows 11 Pro

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello @leishirsute,

    Thank you for reporting this issue.

    I am basically seeing the same thing as you are. My "Withdraw" transactions are not transfers, but the Find function in my brokerage account is not locating them. I am seeing the same if I search "Deposit".

    I will be forwarding this issue to the proper channels to have this further investigated. I see you already sent logs over on 11/24/25, so I will use those for the ticket.

    Thank you!

    [CBT-936]

    Quicken Alyssa

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  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭

    @Quicken Alyssa It seems that Quicken is incorrectly assigning an action of "Cash" for Withdrawals and Deposits.

    Deluxe R64.30, Windows 11 Pro

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @leishirsute,

    Thank you for that additional information.

    I will add this to the ticket.

    Quicken Alyssa

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  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    edited November 25

    @Quicken Alyssa I based this action = Cash comment on the fact that the Edit Multiple Transactions window shows Deposits and Withdrawals as Action=Cash. However, even Action = Cash is not located by the Find function. Ideally, it will be fixed so that Deposits and Withdrawals are correctly located by Find.

    Deluxe R64.30, Windows 11 Pro

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod
    edited November 26

    @leishirsute,

    Thank you for the update. I will relay this explanation you have provided.

    You are right, it would be ideal if this were fixed, as the find function is quite useful.

    Thanks again!

    [CTP-15381]

    Quicken Alyssa

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