Deposit moved to Bill, how do I move it back to Deposit?

Posted by Scott Lindner on February 4, 2009, 8:25 pm

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I just upgraded to Q09Prmr for Windows. I was formerly using Q08Prmr for
Windows. I have a recurring deposit that Quicken just moved to the bills
section and I cannot figure out how to move it back to the deposit section.
Does anyone know how with Q09? The options don't seem to be there like they
were in Q08.

Scott

Posted by Jan Groshan on February 6, 2009, 10:21 am

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Did you try right-clicking on the transaction in the register and going to
Scheduling, then changing from "bill" to "deposit" ?

>I just upgraded to Q09Prmr for Windows. I was formerly using Q08Prmr for

>Windows. I have a recurring deposit that Quicken just moved to the bills

>section and I cannot figure out how to move it back to the deposit section.

>Does anyone know how with Q09? The options don't seem to be there like

>they were in Q08.

> Scott

Posted by John Pollard on February 6, 2009, 1:18 pm

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Jan Groshan wrote:

> Did you try right-clicking on the transaction in the register and

> going to Scheduling, then changing from "bill" to "deposit" ?

The "Options" button on the scheduled transaction in the Edit dialog is
missing in Q2009. This eliminates the possibility of changing the "Show
this transaction as a bill" option (and the possibility of creating, or
editing, a "Group" scheduled transaction; or changing the "Count only
business days" option).

Posted by Jan Groshan on February 6, 2009, 9:43 pm

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True, but my suggestion still might work. If you right click on the
transaction in the register and go to "Schedule Bill or Deposit" (about 2/3
of the way down the list) at the very top of the box that opens is the
option to change a bill to a deposit.

> Jan Groshan wrote:

>> Did you try right-clicking on the transaction in the register and

>> going to Scheduling, then changing from "bill" to "deposit" ?

> The "Options" button on the scheduled transaction in the Edit dialog is

> missing in Q2009. This eliminates the possibility of changing the "Show

> this transaction as a bill" option (and the possibility of creating, or

> editing, a "Group" scheduled transaction; or changing the "Count only

> business days" option).

Posted by John Pollard on February 7, 2009, 9:33 am

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Jan Groshan wrote:

> True, but my suggestion still might work. If you right click on the

> transaction in the register and go to "Schedule Bill or Deposit"

> (about 2/3 of the way down the list) at the very top of the box that

> opens is the option to change a bill to a deposit.

You're right; sorry I missed that.

Despite the fact that the subject of this thread clearly states what the
op wants to do, it never registered in my mind that the scheduled
transaction needed to change from being a payment to being a deposit. I
was just thinking of changing a payment from being a bill to not being a
bill.

Since the method you suggest creates a new scheduled transaction, op will
need to delete the old, incorrect, scheduled transaction.

[The "Create New" menu choice in the Bill and Income Reminders will
provide the same option as right-clicking a register transaction.]