Paycheck deposit to a Cash Brokerage Account

surfcash
surfcash Member ✭✭
edited December 19 in Registers & Transactions (Windows)

I made Fidelity CMA my primary checking account. When I change my paycheck destination to the Brokerage Account, it fails by posting the paycheck without transferring to the cash account and freezes when I try to edit. When I change the destination to the linked cash account it fails. When I post it to the legacy checking account and cut/paste it to the new cash account it works. This feels like a bug.

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @surfcash,

    Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. When did you first notice this issue? Do you keep your Quicken file directly on your local hard drive? Is it synced with any cloud service, such as OneDrive, iCloud, or Dropbox?

    Is this issue happening with a paycheck income reminder, a manual transaction, or a downloaded transaction? How does it fail when set to transfer to the linked cash account? Does the edit to the transaction fail? Does the edit work, but transfer transaction never shows in the linked cash account? Do you see any error messages?

    I look forward to your response!

    Quicken Kristina

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