Home Page link  

Questions About Quicken 2005

 

Quicken Personal Finance Discussions - Quicken - personal finance software discussions 

get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Questions About Quicken 2005 Pat Whelton 10-06-2007
Posted by Pat Whelton on October 6, 2007, 4:49 pm
Please log in for more thread options
These questions have probably been asked before and I missed the fix so let
me ask them again. I'm using Quicken 2005 and have a couple of
observations.

1. Why does Quicken create a new "renaming rule" for payees I already have?
I'm guessing it has something to do with going to multiple locations for the
same store name (i.e.: Walmart, Walgreens, Sears, etc.).

2. When I post multiple transactions with the same date Quicken sorts them
so that those transactions that resulted from using a check card (no check
number) get resorted and placed ahead of transactions that have a paper
check number. I want them to remain in exactly the same order as I entered
them. It used to do this for me but I must have hummed something up. Is
there a setting I need to click/unclick?

There used to be a guy from New Orleans and a guy named Pollard or Pollock
on here that once they chewed you out for being dumb where pretty good at
answering your questions. Perhaps they have a fix.



Posted by bob on October 8, 2007, 2:16 am
Please log in for more thread options
Pat Whelton wrote:
> 1. Why does Quicken create a new "renaming rule" for payees I already have?
> I'm guessing it has something to do with going to multiple locations for the
> same store name (i.e.: Walmart, Walgreens, Sears, etc.).

Yes, when you download transactions, many times the store number may be
part of the name (e.g. Walmart #543), where you just want to have "Walmart".
Personally I have it disabled via:
Edit > Quicken Preferences > Register > Download transactions

> 2. When I post multiple transactions with the same date Quicken sorts them
> so that those transactions that resulted from using a check card (no check
> number) get resorted and placed ahead of transactions that have a paper
> check number. I want them to remain in exactly the same order as I entered
> them. It used to do this for me but I must have hummed something up. Is
> there a setting I need to click/unclick?

In the register select
View > Sort by Date / Order Entered

Similar ThreadsPosted
Questions abour Quicken.com September 8, 2006, 5:50 am
Quicken WillMaker questions August 3, 2008, 5:50 pm
Some Quicken 2010 questions and an old one February 28, 2010, 1:26 pm
Quicken 2007 questions - qif files. February 21, 2008, 1:23 pm
Mac Quicken 2007 - qif import questions November 5, 2008, 4:41 pm
Money users with Quicken Questions June 11, 2009, 6:51 pm
Quicken Essentials for Mac: couple of questions March 2, 2010, 11:17 am
Forced upgrade to Quicken 2007 questions? February 14, 2007, 10:34 pm
Quicken 2008 Deluxe Vista 64 bit - Couple of questions February 29, 2008, 6:18 am
Quicken 2005 issue September 8, 2006, 8:21 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap