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Subject Author Date
QP2007: What Account Type for CD? Margaret Wilson 11-04-2006
Posted by Margaret Wilson on November 5, 2006, 12:25 pm
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 Hi JB,

First, I forgot to answer your ?? re mouse scroll. It appears to not
work in v11, either. I know it's a pain, but I have found that the
mouse scroll function doesn't work in most of the progs I use. :-(

I do have another ?? re CDs. The one I just opened is only a 6mo CD,
which will auto renew for the same time period unless I cancel renewal
w/in 10 days of mature date, IIRC. Assuming I renew, can also add $$ at
that point, so I guess I should use the same acct for this one, assuming
I renew. If I open more CDs, I suppose I should use a separate savings
acct for each, as they will have diff acct nums, mature dates and amts.
Correct?

And my final ??, IIRC, QP2007 has an alert for notifying me of CD
maturity dates. If there's no acct type for CDs, how could I possibly
use this alert? I haven't checked Help or KB yet, guess I should on
that one. But if you already know the answer (if there is one), I'd
appreciate your sharing it. ;-)

Thx and Regards,

Margaret

JB wrote:

> I've had many CDs and that's my choice for setting them up. All am
> interested in is the balance and I update it manually as statements come in.
> If you were to put it in an investment account I think you'd want to treat
> it as a bond and Quicken is very clumsy with bonds in spite of all the years
> they've had to refine the process.

Posted by John Pollard on November 5, 2006, 12:38 pm
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 "Margaret Wilson" wrote

> And my final ??, IIRC, QP2007 has an alert for notifying me of
> CD maturity dates. If there's no acct type for CDs, how could
> I possibly use this alert? I haven't checked Help or KB yet,
> guess I should on that one. But if you already know the
> answer (if there is one), I'd appreciate your sharing it. ;-)


The Quicken alert for CD's and Bonds is based on the maturity
date you enter when you create the "security". These alerts had
problems in earlier versions, maybe those have been fixed in
Q2007.

I have never tested this, but it's not clear that Quicken
actually requires you to own the CD or Bond in order to have
Quicken issue an alert for its maturity date. I just setup a
test CD in Q2006 - did not enter any transactions to cause any
"shares" to be held in any account ... and it appeared in the
Investment Maturity Date Alert section with the correct maturity
date (the one I entered when I added the CD to my Securities
List).

In other words, you may still be able to hold your CD's in your
savings account(s); but create an investment security for each
one with the correct maturity date, and have Quicken notify you
when it matures.

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




Posted by Han on November 5, 2006, 1:18 pm
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> If I may, I have a couple unrelated questions for you. I recall from
> an old thread here that you use Paperport 9 and I am wondering if it
> now works properly with Windows XP Pro SP2. Google posts say XP SP2
> broke it and I can't tell from the Nuance update propaganda if it's
> been fixed.
>
> Also I would appreciate it if you let me know if the mouse scroll
> function works once you are inside a document. My version is 6.5 and
> lacks both the scroll and pdf capabilities so I'd like to upgrade for
> those reasons.
>
I still have "Paperport Office Pro 9". I keep getting invitations to
upgrade to 11, but 9 still works for us, and SWMBO likes it when she uses
my machine (she's into genealogy in a big way).

I have had XP SP2 for a long time, and never knew I was supposed to have
difficulties with it. I just got a new Logitech LX 710 wireless keyboard -
mouse combo, and the scroll wheel scrolls fine through scanned documents (I
tried *.max). The old Dell keyboard and mouse also worked fine.

I also invested in Omnipage 15 for better scanning/OCR etc, and I like that
to generate files that are easier to edit in Word (rtf's). Of course some
things are more affordable with an academic discount, especially things
like Acrobat 7 Pro.

Let me know if you need more info.

--
Best regards
Han
email address is invalid

Posted by JB on November 6, 2006, 12:42 am
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>
>> If I may, I have a couple unrelated questions for you. I recall from
>> an old thread here that you use Paperport 9 and I am wondering if it
>> now works properly with Windows XP Pro SP2. Google posts say XP SP2
>> broke it and I can't tell from the Nuance update propaganda if it's
>> been fixed.
>>
>> Also I would appreciate it if you let me know if the mouse scroll
>> function works once you are inside a document. My version is 6.5 and
>> lacks both the scroll and pdf capabilities so I'd like to upgrade for
>> those reasons.
>>
> I still have "Paperport Office Pro 9". I keep getting invitations to
> upgrade to 11, but 9 still works for us, and SWMBO likes it when she uses
> my machine (she's into genealogy in a big way).
>
> I have had XP SP2 for a long time, and never knew I was supposed to have
> difficulties with it. I just got a new Logitech LX 710 wireless
> keyboard -
> mouse combo, and the scroll wheel scrolls fine through scanned documents
> (I
> tried *.max). The old Dell keyboard and mouse also worked fine.
>
> I also invested in Omnipage 15 for better scanning/OCR etc, and I like
> that
> to generate files that are easier to edit in Word (rtf's). Of course some
> things are more affordable with an academic discount, especially things
> like Acrobat 7 Pro.
>
> Let me know if you need more info.
>
> --
> Best regards
> Han
> email address is invalid

Han,

Thanks for the information. I don't plan to get the pro version of
Paperport but I have heard the vanilla version would support mouse scrolling
so it should be OK.

I will have to take a look at Omnipage and Acrobat but I have a feeling that
they cost more than I'm willing to spend unless they will do mass
conversions. That feature would add value for old Paperport users like
myself with thousands of documents in .max format.

Regards,

Jb



Posted by Han on November 6, 2006, 7:09 am
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> Han,
>
> Thanks for the information. I don't plan to get the pro version of
> Paperport but I have heard the vanilla version would support mouse
> scrolling so it should be OK.
>
> I will have to take a look at Omnipage and Acrobat but I have a
> feeling that they cost more than I'm willing to spend unless they will
> do mass conversions. That feature would add value for old Paperport
> users like myself with thousands of documents in .max format.
>
> Regards,
>
> Jb
>
I don't think you will get OP or Acrobat, then. They are expensive, and
cannot read max files. I don't know what can read max files apart from
paperport.

Also if you are looking into Acrobat, wait until version 8 is more than
vaporware. Version 7 may get a lot cheaper. Note that there are many
different flavors of Acrobat. Get the right one, so you don't pay too much
or get too little.

--
Best regards
Han
email address is invalid

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