Want to edit Scheduled Transaction list

Posted by MaryL on September 5, 2009, 3:59 pm

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I am using Quicken 2006 Deluxe, running under Vista Home Premium. I have a
number of automatic payments that I list in Scheduled Transactions. Some of
them show "EFT" under the "Num" column (and that is what I want). However,
several just leave the "Num" column blank, and I have to manually add EFT
each month. I can't see any difference at all when I compare the correct
list to the incorrect list under Scheduled Transactions.

Does anyone know what would cause this difference, and what I need to do to
edit those that do not automatically display EFT?

Thanks,
MaryL

Posted by John Pollard on September 12, 2009, 10:00 am

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MaryL wrote:

> I am using Quicken 2006 Deluxe, running under Vista Home Premium. I

> have a number of automatic payments that I list in Scheduled

> Transactions. Some of them show "EFT" under the "Num" column (and

> that is what I want). However, several just leave the "Num" column

> blank, and I have to manually add EFT each month. I can't see any

> difference at all when I compare the correct list to the incorrect

> list under Scheduled Transactions.

> Does anyone know what would cause this difference, and what I need to

> do to edit those that do not automatically display EFT?

I do not have Q2006 installed; I tested with Q2005, Q2008 and Q2009.

Since the Num field does not appear anywhere in a New scheduled
transaction dialog or an Edit scheduled transaction dialog, I surmise that
its value could only be set directly by Quicken (based on the transaction
type, such as a transfer or a printed check), or indirectly by the user.

If the transaction is not one of those types that Quicken forces the Num
value for, it seems that in older Quicken versions you could specify the
Num value of a scheduled transaction, if you created it by right-clicking
an existing register transaction that had the desired Num value, and
telling Quicken to schedule it.

I was able to create a scheduled transaction that put EFT in the Num field
when auto-entered in Q2005 by using the above approach. But that approach
did not work in Q2008 or Q2009.

So, it appears that at some point, Quicken lost the ability to specify the
Num field contents for newly created scheduled transactions. I can't tell
you whether Q2006 was the first version that could not schedule the Num
field contents, but you should be able to tell easily enough.

If Q2006 can not create a scheduled transaction with EFT in the Num field,
then I suspect that your scheduled transactions that put EFT in the Num
field were converted from an earlier version of Quicken.

--

John Pollard

Posted by MaryL on September 13, 2009, 1:17 pm

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> MaryL wrote:

>> I am using Quicken 2006 Deluxe, running under Vista Home Premium. I

>> have a number of automatic payments that I list in Scheduled

>> Transactions. Some of them show "EFT" under the "Num" column (and

>> that is what I want). However, several just leave the "Num" column

>> blank, and I have to manually add EFT each month. I can't see any

>> difference at all when I compare the correct list to the incorrect

>> list under Scheduled Transactions.

>> Does anyone know what would cause this difference, and what I need to

>> do to edit those that do not automatically display EFT?

> I do not have Q2006 installed; I tested with Q2005, Q2008 and Q2009.

> Since the Num field does not appear anywhere in a New scheduled

> transaction dialog or an Edit scheduled transaction dialog, I surmise that

> its value could only be set directly by Quicken (based on the transaction

> type, such as a transfer or a printed check), or indirectly by the user.

> If the transaction is not one of those types that Quicken forces the Num

> value for, it seems that in older Quicken versions you could specify the

> Num value of a scheduled transaction, if you created it by right-clicking

> an existing register transaction that had the desired Num value, and

> telling Quicken to schedule it.

> I was able to create a scheduled transaction that put EFT in the Num field

> when auto-entered in Q2005 by using the above approach. But that approach

> did not work in Q2008 or Q2009.

> So, it appears that at some point, Quicken lost the ability to specify the

> Num field contents for newly created scheduled transactions. I can't tell

> you whether Q2006 was the first version that could not schedule the Num

> field contents, but you should be able to tell easily enough.

> If Q2006 can not create a scheduled transaction with EFT in the Num field,

> then I suspect that your scheduled transactions that put EFT in the Num

> field were converted from an earlier version of Quicken.

> --

> John Pollard

Thanks. I will try your suggestions--and your "suspicion" in the last
paragraph may be correct. I don't remember exactly which transactions were
used in earlier versions, but at least some of them were. I have not been
able to see any difference at all when I simply compare the transactions
pages for the different entries.

This is not a major problem. I can easily add EFT to make the transactions
consistent, so it's really just a minor annoyance when Quicken treats the
entries differently.

Again, thanks for your help.

MaryL

Want to edit Scheduled Transaction list - Q06 Deluxe