Credit Acc't Reconcile, No Opportunity to Transfer Payment to Bank Acc't

Posted by jimlarkey on April 16, 2008, 6:05 pm

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I have been for years, able to use the Quicken08 dialog to tranfer payment
of my credit card acc't to my bank checking account, at the end of a
successful reconcile session. For some reason, when I complete the
reconcile, the session closes without the opportunity to tranfer payment to
my bank acc't.

I have another credit card account which does allow me to make the transfer
payment. Any thoughts on how to bring back that closing dialog?

The work around is I have to manually enter a transfer payment as a line
entry. I prefer the dialog, as in my other credit card account.

Thanks in advance.
Cheers,
Jim

Posted by jimlarkey on April 18, 2008, 3:32 pm

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Anyone??? Sorry if I wasn't clear with the words, but example from another
acc't of missing dialog box view at
http://www.pbase.com/image/95783255.jpg

Any thoughts on how I can bring back this dialog box on the one acc't?

Cheers,
Jim

Posted by Bob Wang on April 18, 2008, 5:03 pm

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Jim:

I don't know for sure, but it could be one of those dialog boxes where if
you click on "Don't show me this again," it goes away forever.
*IF* that is the case, and you REALLY want the feature, I guess you could
create a new credit card account, copy all your transactions over to the new
account.
Of course, the payments you made via transfers may need manual fixing.

What I would do is to make a copy of your current Quicken file.
Try creating a new credit card account on the copy of your file, and see if
the dialog box pops up.

Maybe others will have a better suggestion.
Good Luck!
Bob

>>>

Posted by jimlarkey on April 20, 2008, 8:37 am

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Thanks Bob, I did as you said, and I'll report back on the next billing
cycle on whether the dialog box was brought back. I did have a little
glitch in that Q08 would not let me delete the old account, even though the
balance was zero, and no line entries. Gerald in the Quicken forum
correctly diagnosed a repeating monthly scheduled bill that prevented the
acc't deletion until I assigned it to the newly created acc't.

Thanks again,
Jim

Bob Wang wrote:

> Jim:

> I don't know for sure, but it could be one of those dialog boxes

> where if you click on "Don't show me this again," it goes away

> forever. *IF* that is the case, and you REALLY want the feature, I

> guess you could create a new credit card account, copy all your

> transactions over to the new account.

> Of course, the payments you made via transfers may need manual fixing.

> What I would do is to make a copy of your current Quicken file.

> Try creating a new credit card account on the copy of your file, and

> see if the dialog box pops up.

> Maybe others will have a better suggestion.

> Good Luck!

> Bob

Posted by Bob Wang on April 20, 2008, 1:49 pm

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Jim:
Can you "pretend" that your billing cycle ended 1 day after your last cycle,
reconcile, and see if the dialog box comes back?
Bob

>>>

> Jim:

> I don't know for sure, but it could be one of those dialog boxes

> where if you click on "Don't show me this again," it goes away

> forever. *IF* that is the case, and you REALLY want the feature, I

> guess you could create a new credit card account, copy all your

> transactions over to the new account.

> Of course, the payments you made via transfers may need manual fixing.

> What I would do is to make a copy of your current Quicken file.

> Try creating a new credit card account on the copy of your file, and

> see if the dialog box pops up.

> Maybe others will have a better suggestion.

> Good Luck!

> Bob