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Posted by Jim T. on June 13, 2006, 8:28 am
Please log in for more thread options wrote:
>> On 11 Jun 2006 11:21:11 -0700, wawiddi@gmail.com wrote:
>>
>>>
>>>John Pollard wrote:
>>>> > Have spent 3 hours trying to find the answer to what I
>>>> > expect
>>>> > is a very
>>>> > simple question.
>>>> > Also have not been able to find a topic related to it, so
>>>> > started this
>>>> > one. At the far left of an investment transaction line,
>>>> > such
>>>> > as income
>>>> > or dividend additions, buys or sells, etc. just to the
>>>> > left of
>>>> > the date
>>>> > I see a small box that sometimes has a "c" over it. When
>>>> > I
>>>> > click on
>>>> > this "c" I get a box that also includes an "R". I'm sure
>>>> > I
>>>> > will be
>>>> > embarrassed when I get the answer, but will really
>>>> > appreciate
>>>> > an
>>>> > answer. What is it, and what does it mean, and how can I
>>>> > use
>>>> > it?
>
>>>> The "c" = cleared; the "R" = reconciled; space = not
>>>> cleared.
>>>> Same meanings as in the "Clr" column in non-investment
>>>> accounts.
>
>> Just a sidelight --
>> You can't change that code in a cash account if it's a
>> transfer from
>> the investment account. You get a message that you have to
>> change it
>> in the investment account, but there's no such field in the
>> transaction there! Then you can't close the item in the cash
>> account.
>> I consider that a bug.
>
>It might be, but it's hard to tell because you didn't supply
>your Quicken version/year nor what investment account type or
>investment transaction type you are referring to.
>
>I tested in Q2005 Deluxe R3 and Q2006 Premier R3 with both a
>"Cash Transferred Out Of Account" and "Withdraw" from a
>"Brokerage" account; I had no trouble modifying the "Clr" field
>in the resulting transactions in a checking, savings, or cash
>account.
>
Sorry - I use Quicken premier 2006 R4, but it has always been so in
06P. The transactions are downloaded into an investment account and
are classified as BuyX, SellX, DivX, etc. In all thes cases the
transaction originates in the investment account. I'm still mad about
the change they made in the transaction register, I think it's the
pits. JMO.
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