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Subject Author Date
Credit Accounts in Account Balance Graph mason 09-08-2006
Posted by mason on September 8, 2006, 11:34 am
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Is anyone else frustrated by or know of a solution to Quicken 2007
inability to add credit accounts to the account balances graph (the one
that appears below calendar, on the home page, and scheduled Bill and
Deposits etc.). You could do it in 2006, but I have been told by
Quicken Cust Serv that it is no longer a feature. I don't know why
they would remove this capability.
I basically just want to see a graph that show all the cash flow
accounts (bank and credit) that factors scheduled bills and deposits,
broken down daily, with net cash flow. Any feedback would be
appreciated. Thanks.


Posted by John Pollard on September 9, 2006, 11:30 am
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> Is anyone else frustrated by or know of a solution to Quicken
> 2007
> inability to add credit accounts to the account balances graph
> (the one
> that appears below calendar, on the home page, and scheduled
> Bill and
> Deposits etc.). You could do it in 2006, but I have been told
> by
> Quicken Cust Serv that it is no longer a feature. I don't
> know why
> they would remove this capability.
> I basically just want to see a graph that show all the cash
> flow
> accounts (bank and credit) that factors scheduled bills and
> deposits,
> broken down daily, with net cash flow.

Assuming you are talking about the graph you get when you click
"Show graph" in "Bills and Scheduled Transactions" on Home page
views: neither Q2006 or Q2005 permitted including credit card
accounts in that graph.

A similar graph exists in the Calendar (Tools > Calendar) and
you can add any Quicken non-investment account to that graph.

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



Posted by mason on September 11, 2006, 8:47 pm
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Thanks for your response. In Q2006, you could not add credit and other
accounts to the graph below scheduled bills and deposits. Although, in
Q2006, one could add credit and other accounts to the graph under the
calendar. In Q2007, you can't add credit or other accounts to the
graph in either location. Even going to (Tools > Calendar) does not
allow one to add any credit or other accounts to the graph. To the
calendar, yes, but to the graph, no. I'd like to have the graph below
the calendar reflect the data (the accounts) that are in calendar.

John Pollard wrote:
>
> > Is anyone else frustrated by or know of a solution to Quicken
> > 2007
> > inability to add credit accounts to the account balances graph
> > (the one
> > that appears below calendar, on the home page, and scheduled
> > Bill and
> > Deposits etc.). You could do it in 2006, but I have been told
> > by
> > Quicken Cust Serv that it is no longer a feature. I don't
> > know why
> > they would remove this capability.
> > I basically just want to see a graph that show all the cash
> > flow
> > accounts (bank and credit) that factors scheduled bills and
> > deposits,
> > broken down daily, with net cash flow.
>
> Assuming you are talking about the graph you get when you click
> "Show graph" in "Bills and Scheduled Transactions" on Home page
430 No such article
Thanks for your response. In Q2006, you could not add credit and other
accounts to the graph below scheduled bills and deposits. Although, in
Q2006, one could add credit and other accounts to the graph under the
calendar. In Q2007, you can't add credit or other accounts to the
graph in either location. Even going to (Tools > Calendar) does not
allow one to add any credit or other accounts to the graph. To the
calendar, yes, but to the graph, no. I'd like to have the graph below
the calendar reflect the data (the accounts) that are in calendar.

John Pollard wrote:
>
> > Is anyone else frustrated by or know of a solution to Quicken
> > 2007
> > inability to add credit accounts to the account balances graph
> > (the one
> > that appears below calendar, on the home page, and scheduled
> > Bill and
> > Deposits etc.). You could do it in 2006, but I have been told
> > by
> > Quicken Cust Serv that it is no longer a feature. I don't
> > know why
> > they would remove this capability.
> > I basically just want to see a graph that show all the cash
> > flow
> > accounts (bank and credit) that factors scheduled bills and
> > deposits,
> > broken down daily, with net cash flow.
>
> Assuming you are talking about the graph you get when you click
> "Show graph" in "Bills and Scheduled Transactions" on Home page
> views: neither Q2006 or Q2005 permitted including credit card
> accounts in that graph.
>
> A similar graph exists in the Calendar (Tools > Calendar) and
> you can add any Quicken non-investment account to that graph.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup


Posted by John Pollard on September 11, 2006, 11:18 pm
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> Thanks for your response. In Q2006, you could not add credit
> and other
> accounts to the graph below scheduled bills and deposits.
> Although, in
> Q2006, one could add credit and other accounts to the graph
> under the
> calendar. In Q2007, you can't add credit or other accounts
> to the
> graph in either location. Even going to (Tools > Calendar)
> does not
> allow one to add any credit or other accounts to the graph. To
> the
> calendar, yes, but to the graph, no. I'd like to have the
> graph below
> the calendar reflect the data (the accounts) that are in
> calendar.

Sounds reasonable.

I suggest you submit a suggestion to that affect to Intuit.
It's not easy to tell, but I don't think they intended the
behavior you are seeing. There are some other noticeable
deviations from expected behavior in the first release of Q2007;
it's possible many will be fixed in subsequent releases.



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