Community Discussion: Quicken Online Payment - Can't Edit the Transaction

Quicken Online Payment - Can't Edit the Transaction

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Contrary to the original poster's claim ("Something is wrong that you can't change the amount."): what the user is describing has always been true (and has never been "wrong"). It's also true for all transactions; online or not.

If you have a memorized split transaction (with fixed split line amounts) for a payee and the appropriate Quickfill Preferences are turned on, when you enter a transaction for that payee and modify the transaction amount, Quicken will require you to edit the split in the transaction being entered. Quicken has never accepted a split transaction whose net amount was not the sum of its individual split lines (*).

When Quicken displays the dialog box telling the user that the transaction amount is not the total of the split lines; the user can just click OK; then when the split dialog appears, click Enter. The result will be a new, uncategorized, split line for the amount of the difference. So: the transaction CAN be edited; and the transaction amount CAN be changed (with none of the original memorized split lines being modified).

[And in the original poster's case: it is inappropriate to try to record a statement's-worth of credit card transactions in a split transaction in the credit card payment account. If the original poster were handling credit card transactions correctly (recording them in their own credit card account), the specific problem in the linked discussion would never arise.] [ (*) At one time (I see it in Q2010), Quicken offered two options when a transaction whose payee had a memorized split transaction was being entered with a different total amount from the memorized transaction. The user could open the split dialog and edit it to cause the net amount of the split lines to equal the amount of the transaction (as Quicken now does); or the user could ask Quicken to allocate the difference as a percentage of the existing split items. But, the requirement was always the same: the net amount of the split lines must equal the total amount of the transaction.]
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John Pollard
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