Locked Transactions all of a sudden?? (Q Mac)

Lynn F
Lynn F Quicken Mac Subscription Member
edited January 25 in Registers & Transactions (Mac)

This just started, it was fine when I did last months reconcile, so it has to be something in an update, and I just don't see why it has to be this way!! When I enter a payment into a credit card account, there is no place to put the check number. I always went back to the bank account and edited to add the check number. Now all of a sudden, it's not allowing me to edit and is calling it a locked transaction that I need to fix in the account; but again, there isn't anywhere there to fix it! They are calling these transfers now; and technically they are, but is adding the word transfer causing the problem? I entered it in brackets [ ], and it automatically added the word transfer. I still write checks and am not doing online backing—I know I'm a dinosaur, but I still need to use quicken to organize everything and to be able to run reports. It's gonna be hard to reconcile without check numbers. I really don't understand why they would make this change. I wonder what would happen if I did all the charges and credits in the credit card account but enter the check and the number in the bank account? it would still be a transfer, but kinda going the other way? I really wanted to get this done tonight, but I guess the chance of that on a Saturday night aren't good. I'll hope for the best. Thanks.

Best Answer

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited January 24 Answer ✓

    You're going to want to enter the check number on the checking account side of the transfer. Even though you can get access to a check number field on the credit card side, it's not the same number & won't show up when you reconcile the checking account.

    As for locked transactions, if you have a split transaction and one of the split lines is a transfer to another account, and you try to edit that transaction from the other account, it will give you that locked transaction message. Just click on the Go To Transfer button and it will open the original transaction and you can make your edits there. One example of that would be a mortgage payment. You write a check to pay your mortgage and it's a split transaction with some money going towards interest & some going to pay down the loan balance. If you open the register for the mortgage account and try to edit one of the payment transactions from there, it will give you that message because you have to edit the payment in the checking account.

    I don't know why you're suddenly seeing this now, none of this is new behavior for Quicken Mac.

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited January 24 Answer ✓

    You're going to want to enter the check number on the checking account side of the transfer. Even though you can get access to a check number field on the credit card side, it's not the same number & won't show up when you reconcile the checking account.

    As for locked transactions, if you have a split transaction and one of the split lines is a transfer to another account, and you try to edit that transaction from the other account, it will give you that locked transaction message. Just click on the Go To Transfer button and it will open the original transaction and you can make your edits there. One example of that would be a mortgage payment. You write a check to pay your mortgage and it's a split transaction with some money going towards interest & some going to pay down the loan balance. If you open the register for the mortgage account and try to edit one of the payment transactions from there, it will give you that message because you have to edit the payment in the checking account.

    I don't know why you're suddenly seeing this now, none of this is new behavior for Quicken Mac.

  • Lynn F
    Lynn F Quicken Mac Subscription Member

    That's just it, you can't enter the number on the credit card side; haven't been able to for a long time. However, I've always listed the charges and paid on the credit card side with a transfer from checking and then gone into checking and put the check number in the blank space. Now for the first time, and it's been less than 30 days since I did last month, I have to enter the charges on the charge side. Then make the payment from the checking account side. I guess it makes sense, but I've been using quicken for over 33 years, and never had this issue. Don't know why; I figured it was a change. Thanks for your help.

  • RickO
    RickO Quicken Mac Subscription SuperUser ✭✭✭✭

    Is the payment transaction you are making on the credit card side/account a split transaction? If so, then you'll see the locked message in the checking account if you try to edit there. But if the payment/transfer transaction in the credit card account is NOT a split, you should be able to edit the corresponding transaction in the checking register in order to enter the check number.

    Quicken Mac Subscription; Quicken Mac user since the early 90s

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