Community Discussion: Scheduling a transaction enters it NOW not on the scheduled date

Scheduling a transaction enters it NOW not on the scheduled date

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This discussion is an excellent example of the importance of words; especially the words used to describe a problem, as compared to the words used by the software and other users who understand those words as they are used by the software.

The original poster appears unable to distinguish the difference between an instance of a reminder simply being "displayed" in a register, and an instance of a reminder that is no longer a reminder because it has been "entered" in its account register ... despite the fact that there is fairly clear difference.

So the op sees a "reminder" that Quicken is "Show"ing in the register (but which has NOT been ENTERED in the register), and tries to treat that displayed reminder as if it were an actual transaction already entered in the register.

As the op has already seen and reported (but clearly not understood), that cannot be done.

So the op deletes the "reminder" being "displayed" in the register - but that does not delete a "transaction" (because that displayed reminder is NOT a transaction ... it is still a reminder). While in the account register, the op deletes the REMINDER (wrongly thinking he is deleting an entered transaction); then re-creates the reminder in the Bill and Income Reminders List ... and is shocked to see that newly re-created reminder re-appear in the quicken account register. There is no Quicken problem here: there is user misunderstanding.

While there is no real problem when a reminder is displayed in the register where it will eventually be entered, some users will not want that to occur. And the way to address that is incredibly simple: tell Quicken NOT to "Show reminders in register". See the "Reminders to show in register" option in the Account Actions gear-wheel dropdown for the account in question.

All Quicken users should be aware that when Quicken introduces a new, optional, feature; Quicken usually sets the option to use that new feature, ON - probably thinking that is a good way to make sure Quicken users become aware of the new feature, but not considering much about the problems those new features can cause when the user is unaware of them. To me that means that all users should make themselves aware of new Quicken features by, among other things, reading the New Release Notes that accompany each Quicken Release - AND looking through ALL the Quicken "Preferences" once a new Release has been installed (you can also see those Release Notes online at the same site from which new releases can be downloaded), to see whether there have been any additions/changes/deletions. It can also be useful to read the posts in the Quicken Community just after a new release becomes available, to see what other users are experiencing.

And for this specific issue: users should have their register "Status" column displayed: when Quicken reminders are shown in a register, those reminders will have a Status that is clearly different from other entries in the register.

Finally, it is incomprehensible to me that the original poster continued to think he was working with actual "entered" transactions when he right-clicked the "shown" REMINDERS in the register and saw that the resulting choices bore no resemblance whatsoever to the choices available when right-clicking an ENTERED transaction.

[I also think this is one more example of the benefit that users would get by having a Quicken option to display/print all Quicken "Preferences".] [Last Community post: 05-16-21 @ 6:32 pm]
Reply to
John Pollard
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