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Advice requested from more experienced Quicken users

I recently converted to Quicken 2006 and am very unhappy with what the program shows me on the screen. Let me explain:

I have tried using automatic downloads of transactions and have found I was spending too much time and effort making the downloaded transactions look like the way I like to show my transactions. So I have abandoned all automatic transactions updating.

So I do NOT want to do any automatic transactions or updates on-line. The only thing I might consider doing on-line is stock-price updates. But even that is not a necessity...I don't own enough different stocks to bother with this. It doesn't save me enough work to do.

Should I go back to an older version of Quicken to get away from all the online crap on my screen, or should I just turn off all online update stuff where possible and grin-and-bear the update stuff being on my screen? Does the new Quicken offer me other worthwhile features that make its use desirable?

Reply to
Gary
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Are you sure that Q06 is causing the downloaded transactions to be formated differently than the way you want them to be? I'm using q04 and Bank of America seems to free-format their transactions that now include the date of the transactions and makes matching transactions impossible. I have stopped trying to manually enter transactions and use the downloads 100%. If your bank offers other formats to download such as excel or printable text format, try looking at that format to see if the problem is with your bank and not Q06.

Reply to
Laura

i use Q 06 deluxe and generally enter transactions and use the download as a check on that. Works well and does not mess up formats. sometimes we download ahead of entering manually and then we just make a few changes in payee etc. all in all it works great. what you might do is turn off "autoname" or something like that which might be changing the payee's name to a standard one, which perhaps is whatyou do not like. I really cannot imagine the issue you are having.

alan

Reply to
Alan

I am using Q2005 and have turned off the renaming rules option (its under the online menu). I had some trouble with getting this turned off and stay off at the start but finally was able to make quicken "understand" that I know how to name my transactions and did not need its help.

Marty

Reply to
martyjk

The naming of the transactions is independent of Quicken, it comes from the banking or transaction processing centers. Quicken only displays what is provided by the banking provider. With that in mind, at least Quicken provides the renaming rules, which are a reasonable solution to the sometimes cryptic merchant or transaction descriptions provided by your bank. I don't think your issue is with Quicken, it's with the banking and credit industry at large. If you're willing to live with the transaction descriptions as provided by your bank, then you can disable the renaming rules in Quicken, which may be your best bet for avoiding the frustration.

Reply to
Rumple Stiltskin

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