Quicken 2014 Not Permitting Edit/Delete of Cash Transfer Between IRA Accounts

Quicken 2014 does not permit the Quicken User to Edit or Delete a Transfer of cash between IRA accounts, unlike prior versions of Quicken.

This has been reported to the product development team to see if this functionality can be returned to the Quicken product. Depending on the severity of the code change required, this may not be something that can be created in a simple patch update and may require a code change in a future version of Quicken.

The only available Work Around is to create two additional transactions:

  • One to reverse the original entry
  • One to create the desired entry (different date/amount/category/etc. that prompted the Edit attempt of the original transaction)

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.