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Posted by Laura on February 16, 2008, 9:31 am
Please log in for more thread options I'm wondering if hiding an account also means it is not impacted by the year
end process...
I would try restoring the last backup you have, un-hiding that account and
rerunning the year end copy process to see if that helps.
> Hi, Margaret.
>
> I'm sorry about the problem, but I'm not the right guy to ask about it for
> at least a couple of reasons: First, I've never used Year-End Copy.
> Second, I've never used Quicken's retirement-account features (401(k),
> 403(b), IRA - or even Keogh).
>
> You DO have at least one recent backup, don't you? Be sure you preserve
> that, so that if your working copy gets hopelessly confused, you'll have a
> way to get back on track.
>
> I hope that John or other readers can offer some suggestions.
>
> RC
> --
> R. C. White, CPA
> San Marcos, TX
> (Retired. No longer licensed to practice public accounting.)
> rc@grandecom.net
> Microsoft Windows MVP
> (Currently running Quicken 2008 Deluxe in Vista Ultimate x64 SP1)
>
>> My data fileset has included data back through 01/01/2004 until a few
>> moments ago.... I just did a YEC to remove all 2004 data, but when I look
>> in my Tax Schedule Report, there's still data from 2004. Specifically
>> this data is from an "invisible" account named "Tax Impact of
>> 401(k)Accounts." It's showing MiscExpX transactions which seem to be the
>> deposits I made via my paycheck. These transactions show up under tax
>> line item "W-2, Salary or wages, self." The memo field of each
>> transaction is "Track 401(k) contributions for tax planning." And of
>> course, the transactions are not "cleared," which is why they got left
>> behind after the YEC.
>>
>> This data doesn't show up for any years other than 2004, and of course,
>> the corresponding transfer transactions from my checking account have
>> been pruned. There are no uncleared transactions in my 403(b) account,
>> and the aforementioned MiscExpX transaction amounts match the Xin
>> transaction amounts in my 403(b) account.
>>
>> I've been tracking my 403(b) since 1992, and I switched over to the
>> 401(k) account type when it supported 403(b)s, can't remember exactly
>> when that was. Since I'm a yearly upgrader, I presumably started out
>> 2004 using QP2004 and ended it using QP2005. I always thought it was
>> strange that this data showed up in the first place (only for 2004), but
>> figured Q wasn't very good at hiding its internal methods for tracking
>> these types of accounts (at the time). Anyway, I know these
>> transactions aren't hurting anything by hanging around. Still, when I
>> prune older data from my account, I want it *gone*. That it's not
>> gone -- and I can't make it gone -- is irking me. ;-)
>>
>> After I realized this data got left behind, I copied the new file (again)
>> and validated it. There were no validation errors, and this unwanted
>> data is still there -- as I expected.
>>
>> Any ideas on how I might purge these transactions once and for all?
>>
>> Thx and Regards from Margaret the nit-picker. ;-)
>>
>> Margaret
>
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