Re: Problems with scheduled transactions

Posted by John Pollard on June 10, 2006, 3:21 pm

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>I am using Quicken 2006 Deluxe (and have lots of problems ever

>since "upgrading" but unfortunately cannot go back to the

>previous version). One change is that Reconcile is now much

>more difficult because I can no longer keep all EFT in one

>location. They are now intermingled with checks. Since my

>bank statement uses the other method, I find myself tediously

>searching for a transaction. If anyone knows a way around

>this, I would really appreciate the information.

Sort the reconcile transactions by check number.

View > Sort by Check Number

> Here's the big problem that showed up this month. I have a

> number of scheduled transactions. Suddenly (that is, after

> many months of using the same transactions and without ever

> opening the list), one of my transactions was dropped from the

> list, and another changed from "Payment" to "Deposit."

> Moreover, the edit function is grayed-out. In fact, all

> function are grayed-out except "create new." I can use the

> arrows to check previous months, and the transactions were

> correct last month but have been changed for this month. How

> can I make a correction?

If you have clicked the "Monthly Bills and Deposits" tab and
selected a scheduled transaction that has already been "Paid"
(it has a check mark in the "Paid" column), you can't edit it
... because it has already been posted to your register.

> I am not even sure that I am on the right page because I did

> most of the work in a previous version of Quicken. The page I

> am looking at is "scheduled transaction list." I have not

> been able to find the familiar page where I could easily edit

> transactions. This page shows two tabs at the top (monthly

> bills & deposits and all types).

Click on the "All Types" tab, select the transaction you want to
edit, and you should be good to go.

> As you can see, I really need some help!

--

John Pollard
First initial underscore Last name at mchsi dot com
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Posted by MaryL on June 10, 2006, 4:17 pm

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>>I am using Quicken 2006 Deluxe (and have lots of problems ever since

>>"upgrading" but unfortunately cannot go back to the previous version).

>>One change is that Reconcile is now much more difficult because I can no

>>longer keep all EFT in one location. They are now intermingled with

>>checks. Since my bank statement uses the other method, I find myself

>>tediously searching for a transaction. If anyone knows a way around this,

>>I would really appreciate the information.

> Sort the reconcile transactions by check number.

> View > Sort by Check Number

Thanks! That's exactly what I needed. Oddly, I had previously looked for
View but couldn't find it. After I saw your message, I checked again -- it
was on the right-hand side (clearly visible!), and I was "hung up" on
looking for information on the left-hand side.

>> Here's the big problem that showed up this month. I have a number of

>> scheduled transactions. Suddenly (that is, after many months of using

>> the same transactions and without ever opening the list), one of my

>> transactions was dropped from the list, and another changed from

>> "Payment" to "Deposit." Moreover, the edit function is grayed-out. In

>> fact, all function are grayed-out except "create new." I can use the

>> arrows to check previous months, and the transactions were correct last

>> month but have been changed for this month. How can I make a correction?

> If you have clicked the "Monthly Bills and Deposits" tab and selected a

> scheduled transaction that has already been "Paid" (it has a check mark in

> the "Paid" column), you can't edit it ... because it has already been

> posted to your register.

No, I did not do that. It simply is not available -- it was dropped from
the transaction list even though I had not opened that list. All other
transactions were still listed. So, I'm still puzzled about this one.

>> I am not even sure that I am on the right page because I did most of the

>> work in a previous version of Quicken. The page I am looking at is

>> "scheduled transaction list." I have not been able to find the familiar

>> page where I could easily edit transactions. This page shows two tabs at

>> the top (monthly bills & deposits and all types).

> Click on the "All Types" tab, select the transaction you want to edit, and

> you should be good to go.

>> As you can see, I really need some help!

I just did that, following your instructions. Oddly, the original
transaction then appeared -- and I had two identical items. I have deleted
one of them, but my two problems (that is, the missing transaction and the
transaction that changed from payment to deposit) seem to be related.
Hopefully, this was a one-time "glitch."

Thanks very much for the help! I really do appreciate it.

> --

> John Pollard

> First initial underscore Last name at mchsi dot com

> Please reply to newsgroup