Other side of future recurring transfer disappears after multiple manual edits

RobWilk
RobWilk Superuser ✭✭✭✭✭
edited January 26 in Report a Bug

I've seen this happen more than once:

-I manually edit a future recurring transaction more than once, to tweak the amount, because it's a credit card payment and there were new charges i want to pay off.

-The transfer was from checking to credit card, i edited at the credit card side.

-I go to checking side, and that instance of the future recurring transaction on the recurring upcoming transactions is no longer there.

I'm not posting screenshots/video for privacy reasons.

I will work around this by deleting the recurring (next) instance (dismissing it) or and creating a new one time 'recurring' transaction, or just re do the whole series.

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Rob W.

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Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited January 26

    I make changes to pending transfers too sometimes, and it can be tricky. Did you try refreshing the web app or were you in the phone app? Sometimes that brings it back.

    I sometimes go back to the other side and make it a simple transfer and save it, and then I change the transfer back to the checking account.

    I think the very nature of using an online database means that sometimes the changes don't take or they get only half communicated to the server, so you have to do it again. It may even be a safety measure that if it gets garbled in transmission that it just ignores it or deletes it.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • ben510
    ben510 Member ✭

    I've noticed an issue where if I switch the account that is being debited in the "edit series" window, but then I go to edit the transaction reminder amount in the "account" page of the account being credited, it'll try to create a manual transaction in the original account being debited.

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