How to schedule transactions

Didn't get a response on this one yet. Has anyone seen this or knows how to get around it?

------------- Been using Quicken 2004 for mac on OS 10.3.8. If I try to schedule a bill payment for (say) 4/15/05 and monthly thereafter, Quicken is refusing to properly enter it. It absolutely refuses to schedule anything on the 4/15 date and will only start at 5/15 with the scheduled transactions.

It *WILL* actually enter a transaction on the 4/15 date if you selected that option when finally entering the scheduled transaction, but even *THAT* date refuses to show up on the calendar.

Am I missing something obvious or is this just another one of Quicken's brain-dead behaviors?

Reply to
Jeff Wiseman
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I'm not sure about Q2004 or macs, but I have Q05 PHB on WinXP. I could (just tried it) schedule a payment for 4/15/05 and monthly thereafter. I recorded it and it indeed showed up at 4/15/05. I have been working with scheduled transactions a great deal lately and have only had problems with the estimated tax frequency. Everything else works fine (well pretty much, I did find a couple of other minor problems but they can be dealt with).

Peter

Reply to
P Ruetz

Thank you for your response.

Did you tell it to just enter all future transactions (so it doesn't actually enter anything into the register)? I have had the understanding for years that the Calendar view showed EVERYTHING, both past and future. Are there exceptions to this?

It may just be the OS X version but I've also had weird things happening with my mortgage tracking (scheduled transactions). I have it set up (originally) as a loan due on the 1st of the month. Frequently I pay electronically so when I enter the payment, it goes into the register with a date of 3 or 4 buisness days after the actual date I enter it but before the 1st of the month. As a result, the payment summary, never removes that transaction from the total of the principle--it acts like the payment was never made. Even though the principle amount has been decreased, the 1st of the month payment is still shown as unpaid.

This type of problem (the mortgage tracking) has existed on my systems since the pre-Quicken 98 days and it STILL isn't fixed. I thought that in 6 years some of this stuff would have stablized but it seems all that they've done is rearranged the silly interface to advertise all of their online stuff. I frankly find that Quicken is so buggy that I wouldn't dare allow it to automate ANYTHING for me. Just too impossible to try and fix some things when the database goes haywire.

I'm hoping that it's just me missing something basic, but the more I look at it, the more of the same I see. Are there any OS X users of Quicken 2004/2005 here that are familiar with recurring scheduled transactions?

Reply to
Jeff Wiseman

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