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Posted by Han on May 18, 2008, 8:04 am
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> Quicken has a lot of weak spots and I have told them for as long ago
> as 20 years, when they visited our club, and still no help. Let me be
> first.
>
> 1. The checkprinting screen is a minefield. Don't even try to touch a
> key to see if the check number is going to be right. Any move will
> immediately print all checks.
I don't use check printing. I tried once, eons ago, and it didn't work
for me. Also, I use electronic checks as much as possible, so it doesn't
pay for me to set up a single check for printing every month or two.
> 2. In reconciling, it's the same. ANY key will check/uncheck a line
> item and any casual straying of the cursor as you fish for an item can
> check/uncheck the item without your knowing it. It makes a new mystery
> to solve and another 15 minutes wasted.
> They should specify a singular key, like F10.
No problem for me, but then I keep track of cleared items and balances
through almost daily One Step Updates (OSU). I agree that reconciling
could be more intuitive with items that are dated more recently than the
last date in the reconcile period. I hate to have to uncheck a cleared
item for 5/12 if the reconcile period is 4/10-5/10, then have to go back
and clear the item after reconciliation is complete. Or maybe it is
because I gave the item the wrong date from the point of view of the
bank, i.e. the item was dated by me 5/10, and therefore included in
reconciliation, but it cleared the bank on 5/12 and therefore should be
excluded from the reconciliation. If you get my drift. Option to redate
items in reconciliation?
> 3. Category is a column with income items on top of expense items.
> In writing a check, as you input letters for a category you are first
> "dragged" through the income items with those same letters, rather
> than Q sensing that it should be an expense category. Sometimes it's
> hard to get unstuck from the income item as Q insists on spelling it
> out for you.
That means writing more unique categories, so the confusion does not
happen. I know what you mean, because I made categories like commuting,
computerstuff and compuserve (a very old one), and have to be careful not
to choose the wrong one.
> 4.Instead of "Use duplicate number?" why don't they give a peak at
> the offending item so you can make the judgement. Deposit and check
> numbers can cross.
Good suggestion. Make it!
> 5. In the reconciliation window, why don't they provide for a little
> arithmetic so you don't have to use a scratch pad.
That might help. I sometimes use windows' calculator, so as to have a
separate window, but scrap paper works too.
> 6. Twenty years or so ago, Intuit forgot to put in another field,
> which is now designated class that is scabbed on as a subset of
> category. It limits the types of reports you can make. Why not add a
> class field now? The data format is always redone with each new
> iteration, so there's nothing sacred.
I thought it was a new field, that could be merged into category, like it
always was. I forgot the new names ...
> A new irk today: Q has decided that pressing Return in any field means
> "I'm done, take it away, good luck finding it again so you can fill
> out the category".
There is an option in the setup to change the function of pressing return
- either accept transaction or not or some such thing. I always have to
recheck that after upgrading. Do you sort the register by date? For me
that helps, but sometimes an automatically enetered transaction gets
duplicated when a different amount comes in a downloaded transaction at a
slightly different date, and that confused me recently.
--
Best regards
Han
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