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Subject Author Date
I want the bank's tranx date to be used Mcrutcher 04-26-2006
Posted by Mcrutcher on April 26, 2006, 9:03 am
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 I'm a recent convert from Money and am using Quicken 2006 Deluxe. When
I accept downloaded transactions from my financial institutions that
have matched entries that are already found in my register, the dates I
previously entered for the transactions remain, instead of the
transaction down that was downloaded from the bank. Lately, I've been
just remembering the dates in my head and then changing them after I've
completed the matching/acceptance process, but there's got to be a way
to tell Quicken to just overrided the date I've entered with whatever
the bank shows. Can anyone tell me what option I need to change to
make Quicken use the downloaded transaction date instead? Thanks.


Posted by John Pollard on April 26, 2006, 10:20 am
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 Mcrutcher wrote:
> I'm a recent convert from Money and am using Quicken 2006
> Deluxe.
> When I accept downloaded transactions from my financial
> institutions
> that have matched entries that are already found in my
> register, the
> dates I previously entered for the transactions remain,
> instead of the
> transaction down that was downloaded from the bank. Lately,
> I've been
> just remembering the dates in my head and then changing them
> after
> I've completed the matching/acceptance process, but there's
> got to be
> a way to tell Quicken to just overrided the date I've entered
> with
> whatever the bank shows.

> Can anyone tell me what option I need to
> change to make Quicken use the downloaded transaction date
> instead?

There is no such option.

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



Posted by PSJ on April 26, 2006, 11:40 am
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> Mcrutcher wrote:
>> I'm a recent convert from Money and am using Quicken 2006 Deluxe.
>> When I accept downloaded transactions from my financial institutions
>> that have matched entries that are already found in my register, the
>> dates I previously entered for the transactions remain, instead of the
>> transaction down that was downloaded from the bank. Lately, I've been
>> just remembering the dates in my head and then changing them after
>> I've completed the matching/acceptance process, but there's got to be
>> a way to tell Quicken to just overrided the date I've entered with
>> whatever the bank shows.
>
>> Can anyone tell me what option I need to
>> change to make Quicken use the downloaded transaction date instead?
>
> There is no such option.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>

Although there is no such option, you can go to each transaction, left click
on "edit" (on the left side of the register below each transaction) hold
down ctrl & left click on "copy transaction." This will give you the posting
date. I have found this very useful.
--
PSJ



Posted by Mcrutcher on April 26, 2006, 11:58 am
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Well, I'm dissappointed then. So far there are several features I was
accustomed to in Money that are not found in Quicken (and I've yet to
discover the features in Quicken that don't exist in Money). Mainly, I
like the overwrite feature for downloaded dates. Also, another feature
Money offers is scheduled online transfers between accounts at the same
bank. I like to have a specified amount transfer from my checking to
my savings following each paycheck deposit. With Money, I had it set
up and it would automatically transmit to my bank on the date I had the
transfer scheduled. With Quicken the best I get is a Reminder to enter
the transaction, which I can then enter as an Oxfr.

I hope that I start to find features in Quicken that don't exist in
Money, otherwise I'm starting to feel sort of cheated. I always
assumed that since Quicken has more users, that is was more
feature-rich.


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