Amazing Quicken 2007 Feature -- But Need a Fix

Posted by jgrimmond on September 23, 2009, 7:20 pm

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wrote:

>> Any *real* suggestions would be greatly appreciated.

>My earlier post WAS a "real" suggestion. Until you get it thru your

>skull that it's YOUR error, and not Quicken's, you'll have a great

>deal of difficulty.

>Further note that, you already stated that your wife's paycheck was

>set up properly ... but yours wasn't. That automatically indicates

>USER ERROR. Unless you're trying to claim that Q itself set up your

>paycheck.

Wow! You do get something through, don't you. (Thickness may
not be the variable, but material. Also, the stuff inside the
skull plays a role.)

>Also your statement "Hmmmm, that does not seem to work (just like

>muich of Quicken)." reflects an "I'm right and the software's wrong"

>attitude. Such is not conducive to any sort of problem solving.

Certainly has worked in the past when I very young and came
across something called bugs. I cannot remember what they are
now ... old age takes it toll.

>Your statement is, also, 180 degrees opposite of my experience (and

>that of anyone with an open mind). Quicken works extremely well.

>It's not perfect granted, but your statement merely reflects your self-

>important attitude, and not reality.

Wow! Nicely put.

jg

Posted by Laura on September 23, 2009, 5:35 pm

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> On Mon, 21 Sep 2009 18:52:30 -0400, jgrimmond@yahoo.com wrote:

>>I am using Quicken 2007 and just recently I discovered an amazing

>>feature when I did a report on Spending by 'Itemized Categories'.

>>Much to my surprise I found that all of my salary goes into a

>>Spending Category called 'Other Auto' -- yes, it is not even in

>>the income side!

>>I checked the entire Category List and could not even find

>>a category called 'Other Auto'. But, there is a Salary item

>>for me under Income.

>>Further, my wife's salary is correctly categorised under

>>Income.

>>First of all, what is happening as I find this (yet another)

>>irritating Quicken feature. Secondly, could someone

>>please tell me how this can be fixed.

>>It is not really that critical as I only use Quicken to

>>track our charitable contributions, but if it putting

>>things in strange places, the IRS may call ....

>>Any help will be appreciated.

>>tia

>>jg

> Found another interesting thing. If I do a 'Reports->

> Graphs-> Spending by Category, I do not find my

> salary in the the pie or the numbers. (Pity there is

> no pie chart for income!)

> But, if do Reports -> Spending -> Itemized

> Categories, bang! The salary is listed under

> 'Other Auto' in the expenses. The result is

> a huge surplus on the expense side .....

> Any *real* suggestions would be greatly appreciated.

> thanks

> jg

Run the expense report so that you can see the "other auto" category (John
already explained how it got there). Now drill down (double click) on the
category to see the actual details then drill own on one of the transactions
so that you are brought back to register. Now you can see how your salary is
coded. It could be the payee name was used for some "auto" expense and Q is
remembering that transaction.

You will need to do a find on the payee or amount and then recategorize the
piece hitting "auto". Then check your Memorized transaction list to see if
you can find the transaction that it is using to categorize the paycheck.
Also check your naming rules and other options.

Also how are you categorizing your transactions? Do you accept each one to
make sure they are properly categorizing the expense & income or do you let
it do it automatically or via "accept all"? This can also led to messy
books.

Posted by jgrimmond on September 23, 2009, 7:35 pm

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wrote:

>Run the expense report so that you can see the "other auto" category (John

>already explained how it got there). Now drill down (double click) on the

>category to see the actual details then drill own on one of the transactions

That is how I found my Income transactions ...

>so that you are brought back to register. Now you can see how your salary is

>coded. It could be the payee name was used for some "auto" expense and Q is

>remembering that transaction.

Yes, I got to the register and saw the entry. Double clicking that
brings up the Scheduled Transaction Form that came with Quicken.
I did not set this up.

>You will need to do a find on the payee or amount and then recategorize the

>piece hitting "auto". Then check your Memorized transaction list to see if

>you can find the transaction that it is using to categorize the paycheck.

>Also check your naming rules and other options.

Do not understand this. The payee in me, right? And the payer is my
beloved employer, right? I am totally lost with the 'recategorize the
piece hitting "auto". And the next suggestion is utterly beyone me.
I do not even know how to 'do a find on the payee'.
Yes, I have a Scheduled Transation (memorized?)
for the salary and it shows up in Quicken Home.

>Also how are you categorizing your transactions? Do you accept each one to

>make sure they are properly categorizing the expense & income or do you let

>it do it automatically or via "accept all"? This can also led to messy

>books.

I never use "Accept All". I go through each one.

Thanks for the help, but much of it is beyond me.

But, I am only interested in one category ... Charity. I suppose
I could just go back to pencil and paper. Just got used to the
nice listing at the end of the year that Managing Your Money
did not me.

Thanks again,

jg

Posted by Laura on September 24, 2009, 8:06 am

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> wrote:

>>Run the expense report so that you can see the "other auto" category

>>(John

>>already explained how it got there). Now drill down (double click) on the

>>category to see the actual details then drill own on one of the

>>transactions

> That is how I found my Income transactions ...

>>so that you are brought back to register. Now you can see how your salary

>>is

>>coded. It could be the payee name was used for some "auto" expense and Q

>>is

>>remembering that transaction.

> Yes, I got to the register and saw the entry. Double clicking that

> brings up the Scheduled Transaction Form that came with Quicken.

> I did not set this up.

No, but you had to specify the information to be used in those transactions.
I would also open the Scheduled transactions and verfiy that it is set up
correctly. It might just be easiest to just delete the existing transaction
and reenter it.

>>You will need to do a find on the payee or amount and then recategorize

>>the

>>piece hitting "auto". Then check your Memorized transaction list to see if

>>you can find the transaction that it is using to categorize the paycheck.

>>Also check your naming rules and other options.

> Do not understand this. The payee in me, right? And the payer is my

> beloved employer, right? I am totally lost with the 'recategorize the

> piece hitting "auto". And the next suggestion is utterly beyone me.

> I do not even know how to 'do a find on the payee'.

> Yes, I have a Scheduled Transation (memorized?)

> for the salary and it shows up in Quicken Home.

Q "remembers" the information from the last transaction. So when it sees
your name as the payee it is picking up that old transaction that contains
the Auto category. Select Tools>>Memorized Payee list. Look for your name as
the payee and see what category the transaction is displaying.

To do a "find" look under Edit>>Find/Replace. Do a search on your name and
recategorize the transactions in the Auto category to the correct income
category.

>>Also how are you categorizing your transactions? Do you accept each one to

>>make sure they are properly categorizing the expense & income or do you

>>let

>>it do it automatically or via "accept all"? This can also led to messy

>>books.

> I never use "Accept All". I go through each one.

> Thanks for the help, but much of it is beyond me.

> But, I am only interested in one category ... Charity. I suppose

> I could just go back to pencil and paper. Just got used to the

> nice listing at the end of the year that Managing Your Money

> did not me.

> Thanks again,

> jg

Posted by jgrimmond on September 26, 2009, 3:05 pm

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wrote:

>No, but you had to specify the information to be used in those transactions.

>I would also open the Scheduled transactions and verfiy that it is set up

>correctly. It might just be easiest to just delete the existing transaction

>and reenter it.

Wiill try, but will not know till next month ..

>Q "remembers" the information from the last transaction. So when it sees

>your name as the payee it is picking up that old transaction that contains

>the Auto category. Select Tools>>Memorized Payee list. Look for your name as

>the payee and see what category the transaction is displaying.

>To do a "find" look under Edit>>Find/Replace. Do a search on your name and

>recategorize the transactions in the Auto category to the correct income

>category.

I did find the salary deposits (searching by my employer's name),
but there is no "Auto" there. The list does contain lines which
show the pre-tax deductions going to the correct accounts
and the nett salary going to the correct checking account. But, it
does not have "Auto" anywhere. Under "Cat", I see just
"--Split--".

Thanks for all the help.

jg