|
Posted by somonewho on September 13, 2006, 9:34 pm
Please log in for more thread options I never enter a check manually in Quicken. When I'm ready to
reconcile my statement, I download the checks and need to fill in only
--> the payee field and date the check was written <--.
This ensures that the check number and amount were recorded properly
by the bank, and will reconcile with the statement (that also came
from the bank).
wrote:
>Don,
> Thanks for the reply. Your procedure is what I'm currently doing. My
>question is why download when I have already entered the transaction
>manually in quicken. I do record the check as I write it in my paper
>checkbook. I just thought that the download would save me the effort of
>typing it in manually as it does with all other transactions. from
>> wrote:
>>
>>>When I download my Chevy Chase transactions and if there are checks that
>>>have cleared the are received with the check number in the Payee field.
>>>This
>>>is what be entered into the register. This is not very helpful to have a
>>>register with no payees names just the check number. In order to find out
>>>who the payee is I have to go to the bank web site and look at the check.
>>>Seems like a lot of work when in the past all I did was enter it manually
>>>into the register when I wrote the check Any ideas on how to simplify the
>>>process?
>>>
>>
>> 1. Write the check
>> 2. Enter it in Quicken with correct payee and amount
>> 3. Download your bank transactions
>> 4. When they match click on accept transaction (the payee you typed in
>> won't change)
>>
>> Question: Are you saying you never record (either on paper or quicken)
>> who you write checks to. You just go online and look at the image to
>> figure out who you wrote the check to?
>>
>> I know of no bank on the planet that would download who the payee is.
>> To do so would require the worlds most sophisticated hand writing
>> recognition program.
>>
>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap