correcting memorized transactions

Posted by windwatcher on April 23, 2009, 5:46 pm

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I started using Q2007 Home & Business after a couple of years using
Money, and I've run into a problem with memorized split transactions
for 2 or 3 stores where multiple purchases on the same receipt belong
in different categories. So neither the constant amount or the
percentage method applies. How can I get Quicken to stop splitting
and entering categories?

BTW, I do like this version of Quicken - much better than Money or
earlier versions.

Posted by John Pollard on April 23, 2009, 7:32 pm

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windwatcher wrote:

> I started using Q2007 Home & Business after a couple of years using

> Money, and I've run into a problem with memorized split transactions

> for 2 or 3 stores where multiple purchases on the same receipt belong

> in different categories. So neither the constant amount or the

> percentage method applies. How can I get Quicken to stop splitting

> and entering categories?

I'm not clear about your problem. I don't recall any true Quicken
problems with memorized transactions with split categories.

If neither the constant amount or the percentage method apply: you have no
reason to expect a memorized transaction to produce results that do not
require human intervention.

If you don't want Quicken to use a Memorized Payee (transaction): don't
memorize a transaction for that payee.

And take care not to allow Quicken to automatically memorize transactions:

Edit > Preferences > Quicken Program > QuickFill

Uncheck the box to "Automatically memorize new payees".

--

John Pollard

Posted by windwatcher on April 24, 2009, 7:26 pm

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> windwatcher wrote:

> > I started using Q2007 Home & Business after a couple of years using

> > Money, and I've run into a problem with memorized split transactions

> > for 2 or 3 stores where multiple purchases on the same receipt belong

> > in different categories. =A0So neither the constant amount or the

> > percentage method applies. =A0How can I get Quicken to stop splitting

> > and entering categories?

> I'm not clear about your problem. =A0I don't recall any true Quicken

> problems with memorized transactions with split categories.

> If neither the constant amount or the percentage method apply: you have n=

> reason to expect a memorized transaction to produce results that do not

> require human intervention.

> If you don't want Quicken to use a Memorized Payee (transaction): don't

> memorize a transaction for that payee.

> And take care not to allow Quicken to automatically memorize transactions=

> Edit > Preferences > Quicken Program > QuickFill

> Uncheck the box to "Automatically memorize new payees".

> --

> John Pollard

All my entries are downloaded, and I want most transactions memorized
so that categories are entered. The amounts are not entered for
unsplit transactions, but in these few with split transactions, the
prior amounts are also entered. Is there anyway to stop a split
transaction from being repeated with the previous amounts?

Posted by John Pollard on April 24, 2009, 9:30 pm

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windwatcher wrote:

>> windwatcher wrote:

>>> I started using Q2007 Home & Business after a couple of years using

>>> Money, and I've run into a problem with memorized split transactions

>>> for 2 or 3 stores where multiple purchases on the same receipt

>>> belong in different categories. So neither the constant amount or

>>> the percentage method applies. How can I get Quicken to stop

>>> splitting and entering categories?

>> I'm not clear about your problem. I don't recall any true Quicken

>> problems with memorized transactions with split categories.

>> If neither the constant amount or the percentage method apply: you

>> have no reason to expect a memorized transaction to produce results

>> that do not require human intervention.

>> If you don't want Quicken to use a Memorized Payee (transaction):

>> don't memorize a transaction for that payee.

>> And take care not to allow Quicken to automatically memorize

>> transactions:

>> Edit > Preferences > Quicken Program > QuickFill

>> Uncheck the box to "Automatically memorize new payees".

> All my entries are downloaded, and I want most transactions memorized

> so that categories are entered. The amounts are not entered for

> unsplit transactions, but in these few with split transactions, the

> prior amounts are also entered. Is there anyway to stop a split

> transaction from being repeated with the previous amounts?

As I said: if you do not want Quicken to use a memorized payee transaction
for a new transaction (downloaded or manually entered), do not have a
memorized transaction for that payee. If the memorized transaction is not
working for you: get rid of it.

If you memorize a transaction with split percentages: you'll get the same
percentages for every new transaction for that payee.

If you memorize a transaction with specific amounts: you'll get the same
amounts for every new transaction for that payee.

Having Quicken automatically memorize transactions can interfere with your
desires. I suggest you control your Memorized Payees (transactions)
manually.

--

John Pollard

Posted by Han on April 24, 2009, 9:34 pm

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> Having Quicken automatically memorize transactions can interfere with

> your desires.

I just edit the amounts. May paycheck varies, sometimes by just a penny,
but editing is easier than re-entering.

--
Best regards
Han
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