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Posted by John Pollard on August 28, 2007, 10:06 pm
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R. C. White wrote:
> Unfortunately, I had to reinstall Q2007 today. It's a very
> long
> story, but the nearly-final chapter was that I had to do my
> first-ever repair install (also known as an in-place upgrade)
> of
> Vista. That took about 5 hours.
Ugh!
--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by Margaret on August 28, 2007, 10:41 pm
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John Pollard wrote:
> R. C. White wrote:
>> Unfortunately, I had to reinstall Q2007 today. It's a very
>> long
>> story, but the nearly-final chapter was that I had to do my
>> first-ever repair install (also known as an in-place upgrade)
>> of
>> Vista. That took about 5 hours.
>
> Ugh!
Sorry about the long computer repair, RC.
A few hours ago I used one of those 20% discount codes that we can find
via Google, and purchased the download of QP2008. Everything went
pretty smoothly, except it seems an extra investment account was
created. After data conversion, Q asked what financial institution to
associate with ACCT_13813, which was totally devoid of transactions. I
still have QP2007 on my laptop, and of course, I made my own copies of
my data file before upgrading, so I can go back to my pre-converted data
file and verify that this indeed is a "non" account.
The class-tag issue I was concerned about seems to be a non-issue at
that. All reports using classes work as they did previously.
What I *am* wondering ... and haven't been able to find out anything via
Q's Help utility is that nice fat column with the little "It's
Deductible" icon in it. I see that by right-clicking, I can add flags
and/or notes to transactions, and it seems that *mostly* the tax-related
transactions have the "It's Deductible" checkmark. But ... there are a
number of other transactions with this icon, too, such as credit card
payments entered as transfers from my checking account, ATM withdrawals,
which I handle as transfers to a Cash account, deposits to savings
accounts (again, transfers), etc. All of these transactions are
completely non-tax-related. So I'm wondering what this little doodad is
for. John? Anyone else who's had their hands on Q2008 a little longer
than I?
So far, QP2008 looks pretty good. A little disorienting as is an
upgrade to any software. But it seems there's a lot of ways to look at
my financial information, and my converted data file is actually a
little smaller than my 2007 file.
Thx and Regards,
Margaret
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Posted by John Pollard on August 29, 2007, 9:22 am
Please log in for more thread options Margaret wrote:
> A few hours ago I used one of those 20% discount codes that we
> can
> find via Google, and purchased the download of QP2008.
> Everything
> went pretty smoothly, except it seems an extra investment
> account was
> created. After data conversion, Q asked what financial
> institution to
> associate with ACCT_13813, which was totally devoid of
> transactions. I still have QP2007 on my laptop, and of course,
> I made my own copies
> of my data file before upgrading, so I can go back to my
> pre-converted data file and verify that this indeed is a "non"
> account.
> The class-tag issue I was concerned about seems to be a
> non-issue at
> that. All reports using classes work as they did previously.
>
> What I *am* wondering ... and haven't been able to find out
> anything
> via Q's Help utility is that nice fat column with the little
> "It's
> Deductible" icon in it.
> I see that by right-clicking, I can add flags
> and/or notes to transactions,
> and it seems that *mostly* the
> tax-related transactions have the "It's Deductible" checkmark.
I take it you're talking about the reddish circle with the fat
white check mark in it, below the transaction date.
Since you're quoting the "It's Deductible" phrase, I assume this
has some larger meaning. I vaguely recall hearing of an
application by that name but I know nothing about it. Is that
what the quote refers to?
> But
> ... there are a number of other transactions with this icon,
> too,
> such as credit card payments entered as transfers from my
> checking
> account, ATM withdrawals, which I handle as transfers to a
> Cash
> account, deposits to savings accounts (again, transfers), etc.
> All
> of these transactions are completely non-tax-related. So I'm
> wondering what this little doodad is for.
I noticed the icon when I first converted my Q2005 data too; but
in my case, every transaction that had it, should have it
(without my having actually checked every single transaction)
... according to my interpretation of its meaning.
I believe that check mark is intended to note that there is at
least one category for the transaction that has a Tax Form Line
Item assigned to it. (You can even see that if you right-click
the transaction then left-click "Tax Line Item Assignments".)
But you are saying that you have transactions with the check
mark, yet no Tax Line Item is assigned.
At this early stage of my (in)experience, I can only guess data
corruption. Either the transaction itself, or the Category in
the Category List. (My first guess would be that corruption
applied to your phantom "ACCT_13813" as well).
You could test the theory by trying a couple of tests. First
choose one of those categories whose transaction has a check
mark it shouldn't have, Edit the category in the Category List,
clearing the Tax Line Assignement to all spaces with the
spacebar (even if that field already appears to be blank). If
that doesn't change anything, try deleting the transaction from
the register and re-entering it.
I would also try using Q2007 on the pre-conversion data, making
a Quicken Copy of the file, Validating the Copy, then having
Q2008 convert the Validated Copy.
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
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Posted by Margaret on August 29, 2007, 7:12 pm
Please log in for more thread options John Pollard wrote:
>
> I take it you're talking about the reddish circle with the fat
> white check mark in it, below the transaction date.
>
> Since you're quoting the "It's Deductible" phrase, I assume this
> has some larger meaning. I vaguely recall hearing of an
> application by that name but I know nothing about it. Is that
> what the quote refers to?
Yes, red circle w/ fat white checkmark. Intuit has an online app called
"It's Deductible" that lets you keep track of cash & non-cash donations
for tax purposes. It uses the red circle w/ fat white checkmark as its
icon. Can you tell me what this new feature is called so I can look it
up in Help? Does it even have a name?
> I believe that check mark is intended to note that there is at
> least one category for the transaction that has a Tax Form Line
> Item assigned to it. (You can even see that if you right-click
> the transaction then left-click "Tax Line Item Assignments".)
Yes, I now see that all transactions that are tax-related (and have this
icon) display a little "tool tip" or such when I hover over it with the
mouse, telling me what the tax line item it is. Strangely enough, all
the transactions that shouldn't have it and do are transfers from one
Quicken account to another, and none of the accounts are tax-deferred,
etc. Just plain old, cash and bank accounts.
(My first guess would be that corruption
> applied to your phantom "ACCT_13813" as well).
Yes, normally before a Quicken upgrade, I backup my Q dataset and
validate the file before conversion. This time I forgot. So I went
back toQP2007 and validated the dataset, only to have it display a
couple errors in my 403b account and create a phantom ACCT_nnnnn again.
When I copied the files then validated, there were no errors, and the
data converted fine w/o creating a phantom account. So I've converted
this dataset to Q2008 format and am now using that.
It's been a l-o-n-g time since I've had any validation errors, but I
could have sworn the validation process used to create text file of
errors in a folder named VALIDATE. Now it just places a copy of the
file(s) w/o a text file in that folder.
> You could test the theory by trying a couple of tests. First
> choose one of those categories whose transaction has a check
> mark it shouldn't have, Edit the category in the Category List,
> clearing the Tax Line Assignement to all spaces with the
> spacebar (even if that field already appears to be blank). If
> that doesn't change anything, try deleting the transaction from
> the register and re-entering it.
Since all of the transactions w/ the checkmark (where it shouldn't be)
are all transfers, there's no category to check. But I did look at the
category list. The only accounts that have checkmarks are my 403b, Roth
IRA and checking accounts. So of course, the "transfer" transactions
that have this checkmark all seem to involve a transfer to these three
accounts. Now I can see why the 403b and Roth IRA accounts are tax
related. But my checking out isn't (doesn't even pay interest), and
when I edit my checking account's properties, there's nothing marked at
all (re taxes). Interesting, eh? I guess time will tell. After all,
this data set has been in use since the early 1990, even though my
current file set only has three or four years of data in it.
Thanks for your input John.
Regards,
Margaret
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Posted by Margaret on August 29, 2007, 7:26 pm
Please log in for more thread options I "edited" my checking account a couple times, (though made no changes
except to look at the tax-related settings) then clicked OK.
Interestingly enough, my checking account is no longer showing that red
circle w/ fat white checkmark, and only tax-related transactions are
marked w/ this icon. Yippee! :-)
Thanks and Regards,
Margaret
Margaret wrote:
> Since all of the transactions w/ the checkmark (where it shouldn't be)
> are all transfers, there's no category to check. But I did look at the
> category list. The only accounts that have checkmarks are my 403b, Roth
> IRA and checking accounts. So of course, the "transfer" transactions
> that have this checkmark all seem to involve a transfer to these three
> accounts. Now I can see why the 403b and Roth IRA accounts are tax
> related. But my checking out isn't (doesn't even pay interest), and
> when I edit my checking account's properties, there's nothing marked at
> all (re taxes). Interesting, eh? I guess time will tell. After all,
> this data set has been in use since the early 1990, even though my
> current file set only has three or four years of data in it.
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