I'm running Quicken 2006.
I used to pay all my bills online through my bank.
Now, I keep all my money at Fidelity, and enter my bills through their system. When I download data, everything is fine. However, when I reconcile a credit card, I'd like to tell Quicken I'm going to "print a check" off the brokerage account, so that the transactions match when I download them.
However, the little dialog box that comes up after I reconcile only lists bank accounts.
How can I do this?
I don't understand.
How are you being prevented from creating a check transaction in your investment account to pay for your credit card?
What you are seeing is left over from the days when there was no Quicken ability to write checks in investment accounts. Perhaps one day, the credit card drop down will contain investment accounts. Hopefully, before that, the "cash transactions" in Quicken investment accounts will be rid of the rest of their problems.
The Quicken "Write Checks" dialog shows investment accounts as sources for the check; or you can enter the check directly in the investment account.
[Even if I were writing checks to pay my credit card bills, I would not be writing/generating them when I did my credit card reconcile. If I have to write checks - which I try to avoid (and do for my credit card accounts) - I try to do them all at the same time ... which wouldn't coincide with a Quicken account reconcile, except by coincidence.]"John Pollard" wrote in news:heinh.338939 $1i1.208620@attbi_s72:
I could enter a transaction in the investment account, but that requires an extra step. I would have liked, at the end of a reconcile, to cut a check right then and there.
And that's what quicken won't let me do.
One of the things I like about paying bills with quicken is exactly the opposite of that... I don't *want* to sit down and write a bunch of checks. I want to enter each bill when I get it, scheduled to pay just before it's due.
I've been doing that with Quicken since 1990. I just wanted to know if there's a way to get the investment accounts to show up in the reconcile box.
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