Automatically Enter Scheduled Payments

Paige:

Hmm, I see the same behavior in Quicken 2007 H&B.

In fact, if I set the Auto Entry to a date that is already passed, I get a red "Overdue Transaction," well, DUH! ;-)

Until this new "feature" is debugged by Intuit, you can always use Edit>Remind Me>0 days ahead, and enter the transaction that way.

One "manual" entry a month doesn't seem to be too onerous.

Bob

So, I create a scheduled payment in Quicken. I enter all the necessary information and I select:

Automatically Enter 0 days in advance

Then, on the first of the month, I check to see if my transactions are automatically entered. I open the register for my checking account and look to see if the transaction has been entered. AND THEY ARE NOT AUTOMATICALLY ENTERED. Over on the right, on the same line as the transaction are the words

(Auto) Edit Skip

but I can only click on Edit or Skip, I cannot click on Auto. Furthermore, if I right-click on the transaction, the word Enter is grayed out ... I can't enter the transaction that way!

So I wait another day and THEY ARE NOT AUTOMATICALLY ENTERED. So I wait another day ... same thing.

How do I get these transactions to be entered automatically on time without human, feline or bovine involvement? (This worked fine in my previous version of Quicken on this computer...)

It's a lot more than one manual entry, its actually about 10 per month, but if this is the only way to get it done, I guess I will have to live with it this way.

Paige Miller wrote in news:4599c29a$0$8921$ snipped-for-privacy@roadrunner.com:

I have a whole bunch of transactions that are autimatically entered 30 or more days in advance. When I get the bill/statement from the utlity Co, or the credit card, I adjust the amounts according to the bills. Using Q2006 (Premier, but that's likely not a point).

Strange, I don't recall hearing of this before.

What happens if you set the auto enter to 1 day in advance?

That is odd. I'm running Q07 Premier, and my auto-enter zero days in advance items are working just fine. But I've been using them for years and years; are yours new, as in, created after you installed Q07?

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Paige Miller wrote:

That is odd. I'm running Q07 Premier, and my auto-enter zero days in advance items are working just fine. But I've been using them for years and years; are yours new, as in, created after you installed Q07?

John:

WELL! I changed a Scheduled Transaction to 1 day in advance, worked fine.

Changed it back to 0 days in advance, and Automatically Enter also worked.

SO, Q2007 H&B AND Premier seem to handle Automatically Enter.

Maybe the problem is with Q2007 Basic, or Paige's file in particular.

Bob

Strange, I don't recall hearing of this before.

What happens if you set the auto enter to 1 day in advance?

I just created a new Scheduled Transaction with Automatically Enter 0 days in advance.

It worked in Q2007 H&B.

The only thing that changed in my setup is that I changed one transaction to

1 day in advance re John Pollard's suggestion.

Then the 0 days in advance worked fine.

Bob

Paige Miller wrote:

That is odd. I'm running Q07 Premier, and my auto-enter zero days in advance items are working just fine. But I've been using them for years and years; are yours new, as in, created after you installed Q07?

I wonder if it had something to do with the change of year from

2006 to 2007 and the transactions being looked at being due on 1/1/2007? Or something like that.

I wonder if OP's problem resolved itself.

I started thinking about this, and operator error may have been the problem on my part.

I do not recall explicitly exiting Quicken, and re-entering to allow "Automatically Enter" transactions to be recorded.

Maybe OP had Quicken running when 1/1/07 rolled around, and that was why transaction for yesterday did not get entered automatically.

Bob

2006 to 2007 and the transactions being looked at being due on 1/1/2007? Or something like that.

Great point. When I started reading the first post, I thought of having to exit Quicken; but the op seemed to indicate these transactions had been setup for sometime. I foolishly thought that meant the op would have exited Quicken since setting up those transactions. I forgot that some folks leave their computer on and Quicken running all the time.

Yes: you do have to exit Quicken after setting up an automatic scheduled transaction for the same day to get it to enter. I have never bothered to test whether you must exit Quicken after setting up every automatic transaction to cause it to be automatically entered.

No, this was happening since I bought Quicken 2007 Basic, so it had nothing to do with the change of years.

I have entered these transactions months in advance. I exit Quicken every time I am done using it (I do not leave it open continuously). So I have exited and returned to Quicken many many times during this time period and I continue to have the problem.

I will try setting them to enter the item automatically 1 day in advance, see if that helps at all.

These payments were set up to automatically enter in the previous version of Quicken, and they were being entered as expected. Then when I converted to Quicken 2007 Basic, I discovered that they are no longer being automatically entered.