Account used to pay scheduled transactions in Q2009

Posted by Sam on April 10, 2009, 9:16 am

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I just had my credit card hacked. The bank replaced it promptly.

The problem is that I have a number of scheduled transactions paid by
the old credit card. I've made a new account in Q2009 for the new
credit card. Is there a way to display which account is used to pay a
scheduled transaction? I need to make sure all the scheduled
transactions have been changed correctly.

Sam

Posted by R. C. White on April 10, 2009, 9:31 am

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Hi, Sam.

There may be a better way, but if there are not a lot of those scheduled
transactions, you might just list your Reminders and then Edit each one for
"This and all future reminders", changing the "Pay from account". Your new
account should show in the drop-down list.

Or just wait until each payment comes due and then change the Pay from
account for that and future such payments.

Of course, this is only for making your entries into Quicken. It does not
change the actual payments. The credit card company should handle that end
of the transaction automatically, since they are aware of the hack and
replacement.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Using Quicken Deluxe 2009 and Windows Live Mail in Win7 x64)

> I just had my credit card hacked. The bank replaced it promptly.

> The problem is that I have a number of scheduled transactions paid by

> the old credit card. I've made a new account in Q2009 for the new

> credit card. Is there a way to display which account is used to pay a

> scheduled transaction? I need to make sure all the scheduled

> transactions have been changed correctly.

> Sam

Posted by Sam on April 10, 2009, 10:03 am

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RC:

The reason I would like to be able to display the account a scheduled
transaction is paid by is to make sure I've changed everything and
done so correctly. Waiting until a future charge occurs is always an
option, but in one case, the charge occurs every 2 years. I have 10
scheduled transactions paid by credit card.

My credit card company has been great about this. The change over on
the bank end has essentially been automatic as far as I am concerned.

Sam

wrote:

>Hi, Sam.

>There may be a better way, but if there are not a lot of those scheduled

>transactions, you might just list your Reminders and then Edit each one for

>"This and all future reminders", changing the "Pay from account". Your new

>account should show in the drop-down list.

>Or just wait until each payment comes due and then change the Pay from

>account for that and future such payments.

>Of course, this is only for making your entries into Quicken. It does not

>change the actual payments. The credit card company should handle that end

>of the transaction automatically, since they are aware of the hack and

>replacement.

>RC

Posted by Robert Neville on April 10, 2009, 10:26 am

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Sam wrote:

>I just had my credit card hacked. The bank replaced it promptly.

>The problem is that I have a number of scheduled transactions paid by

>the old credit card. I've made a new account in Q2009 for the new

>credit card. Is there a way to display which account is used to pay a

>scheduled transaction? I need to make sure all the scheduled

>transactions have been changed correctly.

In my experience, the bank will move any valid transactions from the old accout
to the new account and they show up just fine.

Posted by Sam on April 10, 2009, 11:29 am

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wrote:

>Sam wrote:

>>I just had my credit card hacked. The bank replaced it promptly.

>>The problem is that I have a number of scheduled transactions paid by

>>the old credit card. I've made a new account in Q2009 for the new

>>credit card. Is there a way to display which account is used to pay a

>>scheduled transaction? I need to make sure all the scheduled

>>transactions have been changed correctly.

>In my experience, the bank will move any valid transactions from the old accout

>to the new account and they show up just fine.

Robert:

You are absolutely correct. This is exactly what my bank did.
However, what my bank did had no influence on the scheduled
transactions within Quicken 2009. I needed to change all the
scheduled transactions so they reflect the new credit card number, not
the old one. I want to be able to display (if possible) all the
scheduled transactions and the credit card account paying so I can
verify the corrections made by me were done correctly.

Sam