Questions About Quicken 2005

Posted by Pat Whelton on October 6, 2007, 4:49 pm

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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

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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