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Subject Author Date
Can't change cash transaction to mis expense Phil 03-09-2007
Posted by Phil on March 9, 2007, 1:20 pm
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 Quicken 2007 Premier
Using the down load transactions feature for the first time.
I down loaded my transactions from Tradeking and foreign tax withholding
shows up as "Cash Withdraw" as an action. I want to change the action to
"MisExp" as that was what I was using when entering things manually. I
clicked on edit and made the change, but it still shows up in the
Transaction List under Action as "Withdraw".If I click edit it shows up
ok. If I click on "Withdraw" I only have the options "Writechk, Deposit,
Onlpmt, or Withdraw" How do I change the action to "MisExp"?
Phil

Posted by John Pollard on March 9, 2007, 1:59 pm
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 Phil wrote:
> Quicken 2007 Premier
> Using the down load transactions feature for the first
> time. I down loaded my transactions from Tradeking and foreign
> tax withholding shows up as "Cash Withdraw" as an action.
> I want to change the action to "MisExp" as that was what
> I was using when entering things manually. I clicked on
> edit and made the change, but it still shows up in the
> Transaction List under Action as "Withdraw".If I click
> edit it shows up ok. If I click on "Withdraw" I only have
> the options "Writechk, Deposit, Onlpmt, or Withdraw" How
> do I change the action to "MisExp"?

Delete the transaction and re-enter it. (Assuming Q2007 retains
the MiscExp action when MiscExp is the action entered when a
transaction is first entered.)

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Phil on March 9, 2007, 2:20 pm
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John Pollard wrote:
> Phil wrote:
>> Quicken 2007 Premier
>> Using the down load transactions feature for the first
>> time. I down loaded my transactions from Tradeking and foreign
>> tax withholding shows up as "Cash Withdraw" as an action.
>> I want to change the action to "MisExp" as that was what
>> I was using when entering things manually. I clicked on
>> edit and made the change, but it still shows up in the
>> Transaction List under Action as "Withdraw".If I click
>> edit it shows up ok. If I click on "Withdraw" I only have
>> the options "Writechk, Deposit, Onlpmt, or Withdraw" How
>> do I change the action to "MisExp"?
>
> Delete the transaction and re-enter it. (Assuming Q2007 retains
> the MiscExp action when MiscExp is the action entered when a
> transaction is first entered.)
>
Thanks
I was hoping to avoid having to do that.

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