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Subject Author Date
Default Account To Use Rick Blaine 07-14-2007
Posted by Rick Blaine on July 14, 2007, 3:33 pm
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 This has been driving me nuts for years - I'm hoping someone can point out how
dumb I am.

In Quicken Deluxe, you can create scheduled transactions on the Calendar. How do
you designate what the default "Account To Use" is? Every time I go to create a
new scheduled transaction in the calendar, Quicken chooses a savings account I
never write checks from instead of the checking account I want to use.

--
"Tell me what I should do, Annie."
"Stay. Here. Forever." - Life On Mars

Posted by John Pollard on July 14, 2007, 8:21 pm
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 Rick Blaine wrote:
> This has been driving me nuts for years - I'm hoping someone
> can
> point out how dumb I am.
>
> In Quicken Deluxe, you can create scheduled transactions on
> the
> Calendar. How do you designate what the default "Account To
> Use" is?
> Every time I go to create a new scheduled transaction in the
> calendar, Quicken chooses a savings account I never write
> checks from
> instead of the checking account I want to use.

Sorry, but I don't understand your problem.

Creating Scheduled Transactions is a very rare Quicken event;
why would you be worying about something as trivial as this?
How much work is it to select an account for your new Scheduled
transaction. Why do you think that all users have a preferred
account they would like as the default? What evidence do you
have for the amount of time savings all Quicken users would gain
from a change to your personal preferred approach.

In my seven+ years of using Quicken, I would bet that such a
change to the default account for my scheduled transactions
would not have saved me a single nano-second ... I have
scheduled transactions for multiple Quicken accounts.

But, you can probably change that default by just changing the
name of the account. If the current name is"X...", try changing
its name to "AX...".

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by Rick Blaine on July 14, 2007, 8:43 pm
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>Sorry, but I don't understand your problem.
>
>Creating Scheduled Transactions is a very rare Quicken event;
>why would you be worying about something as trivial as this?
>How much work is it to select an account for your new Scheduled
>transaction. Why do you think that all users have a preferred
>account they would like as the default? What evidence do you
>have for the amount of time savings all Quicken users would gain
>from a change to your personal preferred approach.
>

We clearly have a different operating model with Quicken. :)

When I become of aware of a pending transaction (not a recurring one), I create
a scheduled transation in the calendar on the date that the transaction should
be paid. In the case of rebates, I put a scheduled transation there on the date
that I expect to receive the rebate check. I use the Quicken scheduled
transaction reminder function to show me transactions due that apply to each
account at the bottom of each register screen.

I could enter the transaction with a future date directly in the register, but
that clutters the register with transactions that haven't yet ocurred and loses
the reminder feature. It's also not how Quicken handles other future
transactions, like loan payments.

So, I use this feature every day - it's not a rare event. I suspect I'm not the
only one who does this, but it's really immaterial.Quicken allows you to
customer the order of accounts in several other places, why shouldn't it for
this as well?

>But, you can probably change that default by just changing the
>name of the account. If the current name is"X...", try changing
>its name to "AX...".

Nope - doesn't work that way. Quicken is defaulting to the second account in the
pulldown list which is alphabetically after the first entry, which would be my
preferred default.

--
"Tell me what I should do, Annie."
"Stay. Here. Forever." - Life On Mars

Posted by John Pollard on July 15, 2007, 9:56 am
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Rick Blaine wrote:

Create your new scheduled transaction from an existing
transaction - as similar to the scheduled transaction you want,
as possible - in the register of the account you want to be the
default. (Right-click on an existing transaction, left-click on
"Schedule transaction".)

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by John Pollard on July 15, 2007, 10:45 am
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John Pollard wrote:
> Rick Blaine wrote:
>
> Create your new scheduled transaction from an existing
> transaction - as similar to the scheduled transaction you
> want,
> as possible - in the register of the account you want to be
> the
> default. (Right-click on an existing transaction, left-click
> on
> "Schedule transaction".)

Or ...

Create a dummy transaction in your desired default account. Use
a unique payee name designed to be as close as possible to the
lowest in alphbetical sequence. Memorize that transaction.
Then - to create a new Scheduled Transaction - drag that payee
from the Calendar list of memorized transactions, onto the
appropriate date on the Calendar.

Once you've memorized the payee, you can delete the transaction
from the register.

[Maybe better yet: Use two dummy payees (call one "A deposit",
the other "A payment", for example); one for deposits, one for
withdrawals (memorize one transaction with a deposit amount,
another with a payment amount - you can change the memorized
amounts to zero after memorizing) - to cause the new Scheduled
transactions to have the appropriate default payment "method"]

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



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