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Posted by John Pollard on September 12, 2007, 10:04 am
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David A. Lessnau wrote:
> I can't seem to get Quicken 2008 to schedule an interest
> payment for a
> Certificate of Deposit (CD). I swear I managed it in Quicken
> 2005,
> but in Quicken 2008, I go to Tools | Scheduled Bills &
> Deposits |
> Create New | Scheduled Bill or Deposit. On the resulting
> form, I
> select the "Account to use" from the drop down list and and
> Interest
> from the Method drop down list. Back up at the top of the
> form, the
> Payee ought to change to some version of "Security" like it
> does if
> Dividend is selected as the Method. Instead, it just stays as
> a
> regular Payee and gives me no method to assign the interest to
> anything (specifically, my CD). Am I missing something? It's
> not the
> end of the world: I can always enter the interest transaction
> manually. But, I'm almost certain this capability used to
> exist.
It works, though with the limitation you noted.
I'm not sure what the thinking was for not providing a security
list for an "interest" scheduled payment, but not having such a
list doesn't prevent you from creating a correct scheduled
transaction for interest.
You can manually key the name of the CD security in the payee
name field, or you can add the names of your CD's to your
address book, at the same time telling Quicken to add those
names to your QuickFill list, then you can select the CD names
from the payee drop down when scheduling a transaction.
[If you elect to be reminded to enter the interest transaction,
it will appear not to have a security name when you begin the
"Enter" dialog in the investment account ... but the name is
there and will be visible after the transaction is in the
investment account register.]
[Q2005 works the same.]
--
John Pollard
First initial underscore Last name at mchsi dot com
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