Home Page link  

Suppose I want to start over . . .

  
Groups | Search | About
User Password
Register Now! Lost Password?

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Suppose I want to start over . . . formerprof 08-03-2006
Posted by formerprof on August 3, 2006, 11:44 am
Please log in for more thread options
 I've been using quicken since 1998; I'm up to Deluxe 2005 now and am
considering 2007. If I do get 2007 I'd like to start afresh without losing
my historical data. My checking and savings accounts in Quicken are just
fine, but my TIAA retirement accounts are not. I never got them properly
defined, and when I tried to set them up for downloads four or five years
ago I screwed it up. They've been maintained manually every since. I'd like
another shot at it, but last time I tried, Quicken insisted on the original
erroneous correspondences between the Quicken accounts & the downloaded
accounts.

The problem is complicated by the many transfers of funds between checking
and the pension accounts

So, two questions:

Is there a way to reset the download parameters without losing data?

Failing that, can the accounts be exported and then imported into Q2007 so
that the transfers don't interfere?

Thanks so much for assistance.


formerprof




Posted by Han on August 3, 2006, 7:48 pm
Please log in for more thread options
> The problem is complicated by the many transfers of funds between
> checking and the pension accounts
>
No answer to your real questions, but a suggestion about the quoted
portion. Use a transfer from your paycheck entry to a "holding" account (I
use an asset type account). Then when your employer's payment to the
pension account has finally been recorded there (I have investments in
things like Vanguard mutual funds and TIAA/Cref accounts), record those
investments as transfers from the asset to the pension accounts.


--
Best regards
Han
email address is invalid

Posted by formerprof on August 4, 2006, 10:55 am
Please log in for more thread options
Thank you, Han . I never tied paychecks to pension -- as I am retired, the
flow is the other way. I am still stuck with the consequences of my earlier
erroneous tying of my accounts to the downloaded account. If any one knows
how I can undo those I'd be most grateful.


formerprof


>
>> The problem is complicated by the many transfers of funds between
>> checking and the pension accounts
>>
> No answer to your real questions, but a suggestion about the quoted
> portion. Use a transfer from your paycheck entry to a "holding" account
> (I
> use an asset type account). Then when your employer's payment to the
> pension account has finally been recorded there (I have investments in
> things like Vanguard mutual funds and TIAA/Cref accounts), record those
> investments as transfers from the asset to the pension accounts.
>
>
> --
> Best regards
> Han
> email address is invalid


Similar ThreadsPosted
Quicken won't start June 11, 2008, 8:17 am
Quicken H&B 2007 won't start May 31, 2008, 3:02 pm
Start Screen on Q2009 October 25, 2008, 6:42 pm
Toolbar disappears on exit and re start August 17, 2006, 7:28 pm
accounts not showing on start page December 6, 2007, 3:03 am
Start making money today! January 12, 2008, 12:34 am
Start making money today! January 12, 2008, 12:34 am
How Do I Get the Program to Start on the Bill Paying Page? March 20, 2007, 6:31 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap