I'm using Q2006.
I have a mortgage which is set up to enter a transaction into my checking account on the 1st of every month. The money is actually auto-debited (not a bill pay or a physical check).
I've recently switched to keeping 95% of my money at Fidelity, and using my main brokerage account as a checking account (billpay, checkbook, ATM card, ACH auto-debit, the works).
*However*, I can't convince Quicken that I'd like that scehduled transaction to be entered into an account which isn't a checking account.
Is there any way to accomplish this goal? I want to get the scheduled transaction entered, I don't want to cut&paste every month, or wait for the Fidelity download, because then the split amounts (paying down the mortage and int. exp) wouldn't be right.
My proposed super-hackjob work around would be to set up a dummy checking account, have the scheduled transaction go there, and then manually copy&paste a xfer between the dummy and the brokerage, so that the dummy always has a 0.00 balance, but the interest is tracked correctly.
That seems like a hugely unessecary kludge. Does anyone know of a better solution? I'll accept "Q2007 lets you do that".... I've been meaning to upgrade anyway, this would speed that decision.