|
Posted by Eva on May 26, 2008, 4:25 pm
Please log in for more thread options
Thanks for the tip Jan!
Eva
> When you set up the transaction you can tell Quicken to enter it on a
> particular day each month, with an instruction to enter it in your
> register X days before that date, and if there is no "end date" entered,
> you never have to worry about again.......it will just be entered into
> your register automatically X days before the due date.
>
>> Ohhhhhhhh I see.
>> OK, thanks again.
>> Eva
>>
>>> Eva wrote:
>>>> ok I see.
>>>> Then after my account is actually dinged for the auto debit, I can
>>>> just click on skip and it will show up again the next month,
>>>> reminding me of the upcoming debit.
>>>
>>> No. You should not click "Skip"; you should click "Enter".
>>>
>>> If you have "entered" the Scheduled Transaction before you download the
>>> actual transaction from your financial institution, the downloaded
>>> transaction will "Match" the transaction you have already "entered" in
>>> your Quicken account register (which, in your specific case, should
>>> already have been correctly categorized) ... so the downloaded
>>> transaction will only mark the existing register transactions as
>>> "cleared", and apply the correct "date posted" to the existing register
>>> transaction (the "date posted" is normally hidden ... if you want to
>>> know more, post back).
>>>
>>> --
>>>
>>> John Pollard
>>> First initial underscore Last name at mchsi dot com
>>> Please reply to newsgroup
>>>
>>
>
>
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap