Able to change reconciled transaction without warning

Bob@45 · December 2

Discovered today, and just reported through the Help > Report a Problem system, shortly after noon PST.

Quicken Premier Windows, Version R64.35, build 27.1.64.35, current subscription, Windows 10 Enterprise

Given a transfer transaction, such as payment from a checking account to a credit card account, If one side of that transaction is reconciled, and you try to change the value of the payment, you get a pop-up warning asking if you really want to change the reconciled record. Good.

But if you change the value of the other side of that transaction, which is not yet reconciled, Quicken very obligingly changes the value of the not-reconciled transaction, AND changes the value of the corresponding reconciled transaction without warning.

Quicken Anja · December 4

Hello @Bob@45,

Thanks for taking the time to report this!

If you don't mind, could you please provide screenshots of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

Bob@45 · December 4

Screenshot 1 – “PayPal Bob” account, downloaded and reconciled 12/3 transactions.

PayPal funding is from credit card ending 4184. That charge has not yet posted/downloaded from BofA. Screenshot 2 shows it not reconciled.

Value of the highlighted transaction is $72.70. Screenshot 3 shows an attempt to change that value on the PayPal register. We get the reconciled transaction warning. I click No, and the value returns to $72.70.

Screenshot 4: I change the value on the BofA side of the transfer to $77.77. I have not yet pressed Enter nor click Save.

I click the Save button on that transaction. I get no pop-up warning at all, and the Charge changes to $77.77, Screenshot 5.

Return to the PayPal side, and the PayPal side of this transfer now reads $77.77, and is still Reconciled, even though the value is wrong. Screenshot 6.

On the PayPal side, I now correct the amount back to $72.70, and I get the “are you sure” pop-up. Screenshot 7. I confirm Yes, and both sides of the transaction are back to the correct value.

Problem reported through the Help / Report system, same heading as this discussion. 6:44 pm PST