Transfer Cancelled when entering, editing a transaction, or transferring between accounts in Reckon Accounts Personal

Legacy KB ID: 4795

Question

Why does my transaction fail to save with the error: Transfer Cancelled?

Answer

This error will occur if Reckon Accounts Personal loses its currency tag and no longer knows what the home currency is. 

This may result from a faulty Reckon Accounts Personal installation.

Also, upgrading from earlier versions of Quicken (particularly CashBook v8) is particularly vulnerable to this error. 

Solutions

Uninstall Reckon Accounts Personal and reinstall using the ISsetup.exe installation file. 

1. Backup your Reckon Accounts Personal datafiles;
2. Uninstall Reckon Accounts Personal;
3. Insert the Installation disk into your PC and exit any autorun screen that opens;
4. In Windows Explorer browse to the root directory of your CD;
5. Click on HAB > Disk1;
6. Right click ISsetup.exe and select Run as Administrator

You may be prompted for a username and password.  Make sure you enter an Administrator username and password.

1. When the installation is complete, register your product again and open your datafile. 

If your re-installation attempt fails with the message “The Wizard was interrupted”, you will need to clean uninstall your Reckon Accounts Personal installation and try again.  Click here for full instructions. 

If the problem persists, then manually change the home currency:

1.    On the top menu line select Tools and then Currency List

2.    On the title line verify that the 3rd-to-last column is title Rate/AU$

If it is not go to Step 3: Clean uninstall and reinstall of Reckon Accounts Personal

3.    In the last column titled Home, verify that a green tick is against Australian Dollar.  If it is not, tick it.

If the problem persists, then continue with these steps:

1.    On the top menu line select Tools and then Accounts List

2.    Verify that the balance columns show amounts with an AU$ in front of them

3.    Right-click on the first account without the AU$ and select Edit

4.    Click in the Name field and note the name of the account, and then:

a.    Click on Delete button on keyboard

b.    Re-enter the name exactly as it was

c.    Click OK to finish

5.    Repeat steps 3 & 4 for every account that does not have an AU$ in its balance. 

Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts

Or Log a Support Ticket: https://www.reckon.com/au/support/