FIXED Need help deleting a transfer transaction Quicken thinks exists in another account but doesn't

varlene
varlene Quicken Windows Subscription Member ✭✭✭
edited April 8 in Errors and Troubleshooting (Windows)

I am trying to delete a transaction originally created as a transfer from another account. But that transaction no longer exists in the account from where the funds came as I edited it to a regular withdrawal on a different date. Quicken doesn't know this and won't delete it because it thinks it is linked to a transfer that no longer exists. Is there a fix?

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  • varlene
    varlene Quicken Windows Subscription Member ✭✭✭
    image.png

    Please help. There is no matching transfer.

  • varlene
    varlene Quicken Windows Subscription Member ✭✭✭

    Despite lots of trials and errors, when I edited the transaction to a DEPOSIT, Quicken accepted it and I was able to delete the transaction.

  • Quicken Laura
    Quicken Laura Quicken Windows Subscription Moderator mod

    Hi @varlene,

    Thank you for reaching out. The behavior you’re seeing with the file does seem unusual. I recommend validating your data file first, and then trying to locate the matching transfer (make sure to save a backup first).

    To validate your file:

    1. Go to File
    2. Select Validate and Repair File
    3. Choose Validate File
    4. Click OK validate file.png

    To handle the transaction:

    1. Right-click the transaction you want to delete
    2. Select Go to Matching Transfer Screenshot 2026-04-07 at 10.51.57 AM.png

    This will highlight the corresponding split transaction in the other account. From there, you can recategorize it, which will effectively remove the transfer from the linked account.

    Please let me know if this works for you. If not, I’d be happy to guide you further!

    Quicken Laura

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