Recurring transfer using old account after updating account in series

kleind

I recently switched bank accounts. Recurring transfers going from my primary account to a savings account had to be updated to the new primary. Now, I am getting pending transaction showing up with the old account on the transfer, and cleared transactions are keeping this incorrect category which is breaking the Spending Plan and other tracking features.

The support team advised setting the transaction to uncategorized, then recategorizing which will create a new transaction in the destination account, then deleting the new transaction after updating the transfer on both sides. This works but is extremely tedious on 10+ recurring transfers per month.

They additionally advised deleting and recreating the recurring transaction, but again I would like to keep my recurring transaction history and have the account selection work as intended.

I am submitting this as a bug report due to the fact that changing the account on the recurring transaction is not working as intended.

Coach Jon

Hello @kleind,

Thank you for reaching out! I can see the chat you had earlier with one of our support agents about this issue. It looks like they offered further assistance regarding this issue, but you may have dropped off by that point. I would suggest reaching back out via chat so that you can continue where you left off with them, since the data you mentioned in your post has already been gathered and you were working on further troubleshooting there. https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support#h_0a6c6814ac

Otherwise, we can work on troubleshooting here in the community with you if you prefer, but we would need more information regarding this issue to continue. Let us know!