Help for an ex-MSMoney user

Jun 30, 2008 4 Replies
T

I am a long-time MSMoney user but, since there product currently stinks, I've turned to Quicken 2008. So far I like most everything. I've found all the stuff I was using before, except for two things:


1) Is there no way to enter transactions other than directly into the trasaction register? I have an issue with the buttons always being in the way of the amount of the next transaction. I can turn off the buttons but then I can't enter a new transaction (at least, it never asks me if I want to save the transaction when I leave). I also just don't like being in "edit mode" ALL THE TIME. If I touch the keyboard I have to leave and cancel the change to make sure nothing gets messed up. There's got to be an easier way to edit trasactions.

Now this one actually is important...



2) How do I edit a single occurance of a future sheduled bill? I LIVE by the Cash Flow Analysis Report. How is everything effecting everything else. The only problem that I have not solved comes from the fact that I'm a contractor. I don't get paid for holidays and vacation. So when I have a holiday comming up (like 4th of July) I know my paycheck will be for less. I can't find a way to change the amount of a future instance of my paycheck to better reflect what I know will be true.

Any help on either of these would be great.



Tom P.


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C

  1. I use CTRL-enter with cursor in payment or deposit column to enter the transaction. Quick and easy and allows me to leave the annoying transaction toolbar off. Also you can always right click to get context menu and enter from that.
  2. If you enter a transaction that matches a scheduled one except for amount it will ask if this transaction is an instance of the scheduled one. If the date differs I don't think it asks you.

Carl

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T

I'll give that a try, thanks.

See that's the thing, I don't want to enter the transaction. I just want to change the estimate of one occurance in the future. I understand that I can simply enter all the transaction into the register and then edit them as they occur but I really like the AutoDownload since it takes care of most of that (and I don't have to enter several years worth of fake transactions). I want to edit a single instance of a forcasted bill or deposit.

Oh, BTW, is there any way to insert transactions without going all the way to the bottom and entering them in the new line? If I'm reviewing my register and I see a transaction that got missed I hate going all the way to the bottom to find the "New Transaction" line to enter it.

Tom P.

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C

CTRL-I, or right click, Insert.

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J

Not possible.

Since you appear to only be interested in an estimate of your future cash flow, why not "schedule" some yearly "adjustment" transactions: one for each holiday or day you won't work. Make them "payment" transactions (as opposed to "deposit" transactions) that reduce your cash flow in the amount of the reduction you expect in your paycheck that spans that date. When one of those transactions comes "due" and "reminds" you to enter it, tell Quicken to "Skip" it.

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